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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
LFA
2826
Lauterbach Financial Advisors
Texas
$365K
TWM
2827
TriaGen Wealth Management
California
$365K
LAM
2828
Lewis Asset Management
California
$364K +$10K +18 +3%
VRM
2829
Vectors Research Management
New York
$362K -$44.5K -80 -11%
ACA
2830
American Capital Advisory
Idaho
$362K +$2.78K +5 +0.8%
LF
2831
LifeSteps Financial
California
$362K
IWP
2832
Invenio Wealth Partners
Florida
$360K -$48.4K -87 -12%
SFG
2833
Shum Financial Group
California
$360K +$345K +621 New
AFS
2834
AFG Fiduciary Services
Massachusetts
$359K
AC
2835
AIFG Consultants
New York
$358K -$98.4K -177 -22%
MGIA
2836
Matthew Goff Investment Advisor
Texas
$357K +$32.8K +59 +11%
DL
2837
DOHJ LLC
Washington
$357K +$94.5K +170 +37%
MG
2838
MilWealth Group
Wisconsin
$356K
FFA
2839
Fortune Financial Advisors
Kansas
$355K
PWM
2840
Prentice Wealth Management
New York
$354K -$55.6K -100 -14%
PA
2841
Probity Advisors
Texas
$354K
BC
2842
Bowman & Company
Wisconsin
$353K -$40.6K -73 -11%
HAM
2843
Harmony Asset Management
Arizona
$351K +$32.2K +58 +11%
TA
2844
TKG Advisors
Indiana
$351K +$338K +608 New
IGGA
2845
Iron Gate Global Advisors
Utah
$350K +$101K +181 +42%
MCG
2846
McCollum Christoferson Group
New York
$349K
WFG
2847
Wills Financial Group
Virginia
$349K
KA
2848
Kearns & Associates
California
$349K
FLA
2849
Financial Life Advisors
Texas
$347K
SFG
2850
SevenBridge Financial Group
Pennsylvania
$347K +$65.1K +117 +25%

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.