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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
CPA
2901
Capital Planning Advisors
California
$316K
CCB
2902
Cutter & Co Brokerage
Missouri
$316K +$12.2K +22 +4%
DOA
2903
D'Orazio & Associates
Virginia
$316K +$556 +1 +0.2%
APA
2904
Astoria Portfolio Advisors
New York
$316K +$301K +542 New
SAI
2905
Systematic Alpha Investments
New Jersey
$314K
GWM
2906
Grand Wealth Management
Michigan
$313K +$95.6K +172 +46%
AWA
2907
Acorn Wealth Advisors
Michigan
$313K -$270K -486 -47%
LCM
2908
LVM Capital Management
Michigan
$312K
PAM
2909
Palisade Asset Management
Minnesota
$312K -$18.9K -34 -6%
SWP
2910
ShoreHaven Wealth Partners
New Jersey
$311K -$1.67K -3 -0.6%
GGV
2911
GG Group Ventures
Florida
$311K -$91.7K -165 -24%
BFWM
2912
Bright Futures Wealth Management
New York
$310K -$60.6K -109 -17%
HTIM
2913
Harbour Trust & Investment Management
Indiana
$309K
IA
2914
IMZ Advisory
Florida
$309K -$33.4K -60 -10%
ECA
2915
Elevation Capital Advisory
Oregon
$308K +$297K +534 New
PHS
2916
Pekin Hardy Strauss
Illinois
$306K -$5K -9 -2%
AWP
2917
Abacus Wealth Partners
California
$305K -$205K -369 -41%
SJL
2918
Shayne & Jacobs LLC
Tennessee
$304K -$3.34K -6 -1%
SRB
2919
Shotwell Rutter Baer
Michigan
$304K
RAM
2920
Revere Asset Management
Texas
$302K +$291K +524 New
SAMC
2921
Spectrum Asset Management (California)
California
$302K -$2.22K -4 -0.8%
AMM
2922
American Money Management
California
$302K +$12.8K +23 +5%
RCA
2923
Riverview Capital Advisers
Massachusetts
$301K
RWA
2924
Rooted Wealth Advisors
Illinois
$299K -$240K -431 -45%
HHWM
2925
Hiley Hunt Wealth Management
Nebraska
$299K +$1.11K +2 +0.4%

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.