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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
SCM
2676
Sollinda Capital Management
Florida
$498K
SIC
2677
SJS Investment Consulting
Ohio
$497K
SHFA
2678
SS&H Financial Advisors
Michigan
$495K +$70.1K +126 +17%
BW
2679
Basepoint Wealth
Iowa
$495K -$14.5K -26 -3%
CNBT
2680
Cornerstone National Bank & Trust
Illinois
$494K
TSW
2681
Thompson Siegel & Walmsley
Virginia
$494K +$476K +856 New
LFA
2682
Longview Financial Advisors
Alabama
$492K -$60.6K -109 -11%
SFS
2683
Security Financial Services
Indiana
$491K -$37.3K -67 -7%
MGI
2684
MayTech Global Investments
New York
$490K -$123K -222 -21%
IPW
2685
Inlet Private Wealth
Florida
$490K -$29.5K -53 -6%
GC
2686
Guidance Capital
Kentucky
$489K -$6.12K -11 -1%
FPGT
2687
Financial Partners Group (Tennessee)
Tennessee
$489K +$2.22K +4 +0.5%
Capital International Investors
2688
Capital International Investors
California
$489K +$473K +851 New
EWA
2689
Evolution Wealth Advisors
Florida
$489K +$471K +847 New
AIS
2690
AM Investment Strategies
Tennessee
$487K +$101K +181 +27%
POIA
2691
Pin Oak Investment Advisors
Texas
$486K
CNTOF
2692
Canandaigua National Trust of Florida
New York
$485K +$467K +840 New
KAM
2693
Kraft Asset Management
Tennessee
$484K
KWM
2694
Kolinsky Wealth Management
New Jersey
$484K -$492K -885 -51%
PMG
2695
Private Management Group
California
$483K -$67.8K -122 -13%
AIM
2696
Avity Investment Management
Connecticut
$482K +$8.9K +16 +2%
TFA
2697
Tobias Financial Advisors
Florida
$481K
HCMG
2698
Howard Capital Management Group
California
$481K
PD
2699
Planning Directions
Pennsylvania
$479K -$25.6K -46 -5%
CCM
2700
Carlson Capital Management
Minnesota
$479K +$461K +830 New

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.