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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
CBOR
2851
Community Bank of Raymore
Missouri
$346K
DC
2852
Defender Capital
North Carolina
$346K
APW
2853
Axim Planning & Wealth
Ohio
$346K +$74.5K +134 +29%
SWM
2854
SFG Wealth Management
Maryland
$346K -$103K -185 -24%
BF
2855
Brogan Financial
Tennessee
$346K +$334K +600 New
VWA
2856
Valued Wealth Advisors
Utah
$345K +$106K +190 +47%
AIC
2857
Argus Investors Counsel
New York
$345K -$77.8K -140 -19%
GA
2858
GoalVest Advisory
New York
$345K
RSS
2859
Rosenblum Silverman Sutton
California
$345K
RMCM
2860
Reynders McVeigh Capital Management
Massachusetts
$344K -$36.1K -65 -10%
GSC
2861
G&S Capital
Colorado
$340K
DSC
2862
Duncker Streett & Co
Missouri
$339K
EE
2863
EWG Elevate
California
$339K
SAM
2864
SignalPoint Asset Management
Missouri
$338K
SWIG
2865
Strategic Wealth Investment Group
Kentucky
$338K -$371K -668 -53%
PEA
2866
Park Edge Advisors
Ohio
$337K
EBSAM
2867
Eubel Brady & Suttman Asset Management
Ohio
$337K -$782K -1,407 -71%
CIG
2868
Cullen Investment Group
Louisiana
$337K +$109K +196 +51%
LIM
2869
Letson Investment Management
Georgia
$336K
CFGA
2870
Cambridge Financial Group (Arizona)
Arizona
$336K
SSWM
2871
Strait & Sound Wealth Management
California
$336K -$65.6K -118 -17%
SIAP
2872
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$336K +$324K +582 New
FFA
2873
Frazier Financial Advisors
Ohio
$335K +$11.7K +21 +4%
FF
2874
Farnam Financial
Arizona
$335K +$323K +581 New
BSG
2875
Black Swift Group
Colorado
$333K

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.