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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
CMAI
2876
Capital Management Associates Inc
Minnesota
$332K +$556 +1 +0.2%
OFG
2877
Orcam Financial Group
California
$332K
BCM
2878
Buckhead Capital Management
Georgia
$331K
AHB
2879
Abner Herrman & Brock
New Jersey
$330K +$6.67K +12 +2%
EGA
2880
Eagle Global Advisors
Texas
$330K
HWM
2881
HRC Wealth Management
Idaho
$330K +$1.67K +3 +0.5%
AWM
2882
Aspire Wealth Management
Massachusetts
$329K -$11.7K -21 -4%
MC
2883
Matisse Capital
Oregon
$328K -$4.45K -8 -1%
FA
2884
Financial Alternatives
California
$326K -$84K -151 -21%
CCA
2885
Checchi Capital Advisers
California
$326K -$445K -800 -59%
HWA
2886
Hillcrest Wealth Advisors
New Jersey
$326K +$106K +191 +51%
CBA
2887
Coastal Bridge Advisors
Connecticut
$326K -$19.5K -35 -6%
SC
2888
Schiavi & Co
Delaware
$326K +$79K +142 +34%
AFA
2889
Alpha Financial Advisors
North Carolina
$323K +$311K +560 New
WF
2890
WoodTrust Financial
Wisconsin
$323K
HFA
2891
Highland Financial Advisors
New Jersey
$322K +$311K +559 New
GFG
2892
Greystone Financial Group
Michigan
$322K +$310K +558 New
JFL
2893
Jarislowsky, Fraser Ltd
Quebec, Canada
$322K -$2.18M -3,924 -88%
BAM
2894
Byrne Asset Management
New Jersey
$321K +$310K +557 New
DBIA
2895
Dumont & Blake Investment Advisors
New Jersey
$321K -$363K -652 -54%
FTIS
2896
First Trust Investment Solutions
Florida
$321K +$90.1K +162 +41%
BZWA
2897
Blue Zone Wealth Advisors
California
$321K +$95.1K +171 +44%
EC
2898
Eaton-Cambridge
Arizona
$320K -$5.56K -10 -2%
I
2899
IMPACTfolio
Colorado
$318K
BCMO
2900
Buckingham Capital Management (Ohio)
Ohio
$317K -$104K -187 -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.