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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
PA
2726
Prism Advisors
California
$457K
WW
2727
Westshore Wealth
California
$455K
GWANC
2728
Guardian Wealth Advisors (North Carolina)
North Carolina
$452K +$23.4K +42 +6%
PFA
2729
Petra Financial Advisors
Colorado
$451K +$8.34K +15 +2%
DPW
2730
DiNuzzo Private Wealth
Pennsylvania
$450K -$14.5K -26 -3%
QFA
2731
Quantum Financial Advisors
California
$449K
CFS
2732
CGC Financial Services
Oregon
$448K +$22.2K +40 +5%
MCP
2733
Mirador Capital Partners
California
$448K +$556 +1 +0.1%
HVIA
2734
Hudson Valley Investment Advisors
New York
$447K -$19.5K -35 -4%
PGF
2735
Plan Group Financial
Oklahoma
$444K -$62.3K -112 -13%
MCIA
2736
Mountain Capital Investment Advisors
Colorado
$444K -$92.9K -167 -18%
LK
2737
Lumbard & Kellner
New Hampshire
$442K -$25K -45 -6%
WAM
2738
WealthTrust Asset Management
Florida
$442K +$556 +1 +0.1%
CAM
2739
Columbia Asset Management
Michigan
$442K
PWH
2740
Priebe Wealth Holdings
Minnesota
$442K
PAWA
2741
Palo Alto Wealth Advisors
California
$441K +$1.67K +3 +0.4%
VBA
2742
von Borstel & Associates
Oregon
$441K +$425K +765 New
RCP
2743
Rothschild Capital Partners
New York
$440K +$1.11K +2 +0.3%
ORC
2744
O'Rourke & Company
Massachusetts
$440K +$12.2K +22 +3%
OFP
2745
OLIO Financial Planning
Virginia
$440K
JWBC
2746
J.W. Burns & Co
New York
$438K
W
2747
WorthPointe
California
$438K
AA
2748
Apriem Advisors
California
$437K -$63.4K -114 -13%
SFWC
2749
Strategic Family Wealth Counselors
New Jersey
$437K +$37.3K +67 +10%
CWP
2750
Core Wealth Partners
California
$437K +$556 +1 +0.1%

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.