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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
PFG
2751
Pinnacle Financial Group
Illinois
$436K -$26.1K -47 -6%
WTFG
2752
Wells Trecaso Financial Group
Ohio
$435K
HBW
2753
Hazlett, Burt & Watson
West Virginia
$434K +$57.3K +103 +16%
NAMP
2754
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$433K
TNA
2755
True North Advisors
Texas
$433K +$9.45K +17 +2%
HWMT
2756
Heritage Wealth Management (Texas)
Texas
$432K -$15.6K -28 -4%
MIP
2757
Marietta Investment Partners
Wisconsin
$430K
QIM
2758
Quest Investment Management
Oregon
$429K
TWM
2759
Trevian Wealth Management
Massachusetts
$428K +$412K +741 New
OBGC
2760
O'Brien Greene & Co
Pennsylvania
$427K -$7.23K -13 -2%
BBI
2761
Baxter Bros Inc
Connecticut
$427K
SW
2762
SVB Wealth
Massachusetts
$424K -$103M -186,080 -100%
GWAM
2763
Guardian Wealth Advisors (Minnesota)
Minnesota
$424K +$23.9K +43 +6%
FSA
2764
Financial Sense Advisors
California
$423K -$33.9K -61 -8%
BC
2765
Brio Consultants
California
$421K +$137K +246 +51%
CF
2766
Clarity Financial
Texas
$421K -$32.8K -59 -7%
AHC
2767
Adell Harriman & Carpenter
Texas
$421K -$42.3K -76 -9%
DA
2768
Dover Advisors
Virginia
$416K -$4.45K -8 -1%
LDB
2769
Lee, Danner & Bass
Tennessee
$416K -$8.34K -15 -2%
MVA
2770
Mount Vernon Associates
Maryland
$416K
FFA
2771
Florida Financial Advisors
Florida
$415K +$133K +239 +50%
OHWP
2772
Oak Harbor Wealth Partners
North Carolina
$411K -$12.2K -22 -3%
RFS
2773
Richardson Financial Services
Massachusetts
$411K +$126K +226 +44%
FCG
2774
Fielder Capital Group
Tennessee
$410K
SPI
2775
Sutton Place Investors
New York
$408K +$10K +18 +3%

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.