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iShares Core S&P 500 ETF
IVV

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: 3,117 → 3,204 (+87)

2% more funds holding in top 10

Funds holding in top 10: 1,009 → 1,031 (+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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$5.69B
2
Bank of America
Bank of America
North Carolina
+$5.18B
3
Squarepoint
Squarepoint
New York
+$3B
4
Morgan Stanley
Morgan Stanley
New York
+$1.74B
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.22B

Top Sellers

Rank Fund Capital Flow
1
CM
Capula Management
Cayman Islands
-$4.8B
2
SFC
Strategic Financial Concepts
Texas
-$1.18B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$778M
4
LWM
Liberty Wealth Management
California
-$719M
5
Goldman Sachs
Goldman Sachs
New York
-$709M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
2926
Hills Bank & Trust
Iowa
$299K -$26.1K -47 -8%
PAM
2927
Pegasus Asset Management
New York
$298K – – –
ACM
2928
Altrius Capital Management
North Carolina
$297K -$115K -206 -29%
TA
2929
TFG Advisers
Michigan
$295K -$2.78K -5 -1%
VAM
2930
Vienna Asset Management
California
$295K +$1.11K +2 +0.4%
ICM
2931
Intrepid Capital Management
Florida
$295K -$22.8K -41 -7%
HNWAG
2932
High Net Worth Advisory Group
Florida
$294K +$7.78K +14 +3%
HIS
2933
Horizon Investment Services
Indiana
$293K – – –
KNFPWM
2934
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$293K +$1.11K +2 +0.4%
WPW
2935
Warther Private Wealth
Ohio
$292K – – –
QFA
2936
Quattro Financial Advisors
Texas
$292K – – –
SCM
2937
Stonehearth Capital Management
Massachusetts
$292K – – –
YCM
2938
Yousif Capital Management
Michigan
$291K – – –
SC
2939
Schulhoff & Co
Ohio
$290K – – –
EB
2940
Exchange Bank
California
$288K -$10.6K -19 -4%
BC
2941
Belmont Capital
California
$288K – – –
LB
2942
Legacy Bridge
Iowa
$288K – – –
GA
2943
Gordian Advisors
Arizona
$288K +$556 +1 +0.2%
OCPWS
2944
One Charles Private Wealth Services
Massachusetts
$284K +$15.6K +28 +6%
RCA
2945
Ranch Capital Advisors
Florida
$283K +$556 +1 +0.2%
AAIM
2946
Asset Advisors Investment Management
Georgia
$283K – – –
WFS
2947
Walker Financial Services
Kentucky
$282K – – –
BBWA
2948
Bell & Brown Wealth Advisors
California
$281K +$271K +488 New
VCM
2949
Verde Capital Management
Michigan
$281K -$3.89K -7 -1%
SCM
2950
Sterling Capital Management
North Carolina
$281K +$271K +487 New
116 117
118
119 120

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.