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iShares Core S&P 500 ETF

3,204 hedge funds and large institutions have $395B invested in iShares Core S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 1,376 increasing their positions, 1,210 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 60

14% more repeat investments, than reductions

Existing positions increased: 1,376 | Existing positions reduced: 1,210

9% more capital invested

Capital invested by funds: $362B → $395B (+$32.5B)

3% more funds holding

Funds holding: 3,1173,204 (+87)

2% more funds holding in top 10

Funds holding in top 10: 1,0091,031 (+22)

2% more call options, than puts

Call options by funds: $826M | Put options by funds: $810M

0.67% more ownership

Funds ownership: 74.8%75.47% (+0.67%)

Holders
3,204
Holders Change
+87
Holders Change %
+2.79%
% of All Funds
46%
Holding in Top 10
1,031
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.18%
% of All Funds
14.8%
New
179
Increased
1,376
Reduced
1,210
Closed
60
Calls
$826M
Puts
$810M
Net Calls
+$16.3M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
RW
2626
Rockport Wealth
Ohio
$542K +$523K +940 New
IIA
2627
Integral Investment Advisors
California
$542K
AWM
2628
Austin Wealth Management
Texas
$538K -$51.7K -93 -9%
WH
2629
Willner & Heller
California
$538K -$22.8K -41 -4%
PWG
2630
Private Wealth Group
Florida
$537K
NIM
2631
Nicollet Investment Management
Minnesota
$537K
CRWM
2632
Castle Rock Wealth Management
California
$536K +$1.11K +2 +0.2%
MAWCM
2633
Mine & Arao Wealth Creation & Management
California
$535K
ACIM
2634
Azimuth Capital Investment Management
Michigan
$535K -$96.7K -174 -16%
WCM
2635
Whitener Capital Management
North Carolina
$534K -$6.12K -11 -1%
ISWM
2636
Independent Solutions Wealth Management
New York
$534K +$157K +283 +44%
FMI
2637
Fiduciary Management Inc
Wisconsin
$534K +$514K +925 New
TA
2638
TruWealth Advisors
Louisiana
$534K +$10K +18 +2%
BFS
2639
Beacon Financial Strategies
North Carolina
$533K
RCM
2640
Richardson Capital Management
Wisconsin
$533K
FSG
2641
Financial Strategies Group
Michigan
$526K
WA
2642
Wambolt & Associates
Colorado
$526K +$35K +63 +7%
FFO
2643
Fiduciary Family Office
Florida
$526K -$138K -249 -21%
CPCM
2644
Cardinal Point Capital Management
Ontario, Canada
$526K +$507K +912 New
HWMO
2645
Heritage Wealth Management (Ohio)
Ohio
$525K
GWSA
2646
Global Wealth Strategies & Associates
Colorado
$525K +$309K +556 +157%
WA
2647
Wealthstream Advisors
New York
$525K
SAM
2648
Sequent Asset Management
Texas
$524K
FCCM
2649
First City Capital Management
Georgia
$520K
RCG
2650
Regatta Capital Group
California
$520K

IVV Hedge Fund Activity: Q3 2024 in Review

3,204 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2024, worth a combined $395B — up 9% from $362B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new IVV positions and 60 closed out — a net gain of 119 holders — while 1,376 added to existing stakes and 1,210 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $5.69B. The largest seller was Capula Management, exiting entirely with an estimated $4.8B sold.

  • 3,204 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2024, up from 3,117 in Q2 2024.
  • Funds reported $395B of iShares Core S&P 500 ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 179 funds opened new iShares Core S&P 500 ETF positions in Q3 2024 and 60 closed out, a net change of +119 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $5.69B added.
  • The largest iShares Core S&P 500 ETF seller in Q3 2024 was Capula Management, an estimated $4.8B sold.

Based on aggregated 13F filings for Q3 2024.