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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
CJ
2801
Caitlin John
Michigan
$387K +$32.2K +58 +10%
BCM
2802
BluePath Capital Management
Georgia
$386K -$96.2K -173 -21%
JLBC
2803
J.L. Bainbridge & Co
Florida
$386K
WCM
2804
Westend Capital Management
California
$385K +$232K +417 +166%
FCM
2805
Fogel Capital Management
Florida
$384K
KOMWMG
2806
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$384K +$10K +18 +3%
SAM
2807
Seelaus Asset Management
New Jersey
$384K -$13.9K -25 -4%
FA
2808
FSA Advisors
Michigan
$382K +$44.5K +80 +13%
CPRC
2809
Consolidated Portfolio Review Corp
New York
$382K -$39.5K -71 -10%
SBIA
2810
Sheaff Brock Investment Advisors
Indiana
$382K +$35K +63 +11%
WN
2811
Williams & Novak
California
$380K +$41.7K +75 +13%
CP
2812
Castleview Partners
Texas
$380K -$93.4K -168 -20%
BWM
2813
BlackDiamond Wealth Management
New York
$377K -$73.4K -132 -17%
WIC
2814
Wilkins Investment Counsel
Massachusetts
$375K
IC
2815
Innealta Capital
Texas
$374K -$57.3K -103 -14%
FVWA
2816
Foster Victor Wealth Advisors
South Carolina
$371K -$81.2K -146 -19%
OPPS
2817
Obsidian Personal Planning Solutions
Maryland
$371K
GCWM
2818
Graham Capital Wealth Management
District of Columbia
$370K +$357K +642 New
CI
2819
Carroll Investors
South Carolina
$369K +$355K +639 New
BWL
2820
Beacon Wealthcare LLC
North Carolina
$368K +$19.5K +35 +6%
TFA
2821
Trinity Financial Advisors
Ohio
$368K -$35.6K -64 -10%
CIG
2822
Cairn Investment Group
Washington
$366K
FMTCOCP
2823
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$366K
WIM
2824
Westside Investment Management
California
$366K
SFG
2825
Synergy Financial Group
California
$366K

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.