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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
FFA
251
First Foundation Advisors
California
$141M +$2.62M +4,711 +2%
GC
252
Grimes & Company
Massachusetts
$138M +$931K +1,674 +0.7%
JSTA
253
Japan Science & Technology Agency
Japan
$137M
BOH
254
Bank of Hawaii
Hawaii
$135M +$644K +1,159 +0.5%
SSB
255
Sandy Spring Bank
Maryland
$135M +$64.5K +116 +0%
MFIM
256
Mesirow Financial Investment Management
Illinois
$134M +$1.7M +3,053 +1%
GAM
257
Gotham Asset Management
New York
$133M +$309K +556 +0.2%
CB
258
Commerce Bank
Missouri
$132M +$211K +379 +0.2%
PP
259
Pegasus Partners
Wisconsin
$132M +$2.85M +5,117 +2%
PFM
260
Phillips Financial Management
Indiana
$132M -$89K -160 -0.1%
FSWA
261
Financial Synergies Wealth Advisors
Texas
$131M +$1.56M +2,797 +1%
LGWM
262
Litman Gregory Wealth Management
California
$131M -$532K -957 -0.4%
HFBOT
263
Home Federal Bank of Tennessee
Tennessee
$131M -$753K -1,354 -0.6%
FIA
264
Foundations Investment Advisors
Arizona
$130M -$26.4M -47,428 -17%
LBC
265
Lowe Brockenbrough & Co
Virginia
$130M +$27.8M +50,021 +28%
ASN
266
Advisory Services Network
Georgia
$130M
AWM
267
Apollon Wealth Management
South Carolina
$130M +$5.94M +10,688 +5%
SWM
268
Spire Wealth Management
Virginia
$130M -$8.85M -15,910 -7%
RIS
269
Retirement Income Solutions
Michigan
$129M +$2.46M +4,417 +2%
BBA
270
BLB&B Advisors
Pennsylvania
$129M +$12.4M +22,301 +11%
FNBT
271
FineMark National Bank & Trust
Florida
$128M +$356K +641 +0.3%
RSWM
272
Robertson Stephens Wealth Management
California
$127M -$38M -68,366 -24%
OIA
273
OneDigital Investment Advisors
Kansas
$126M -$3.38M -6,080 -3%
RI
274
RPTC Inc
Wyoming
$126M -$4.1M -7,367 -3%
PWM
275
Perigon Wealth Management
California
$125M -$910K -1,637 -0.7%

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.