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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
XWM
2951
Xcel Wealth Management
Florida
$281K -$20.6K -37 -7%
CNC
2952
Citizens & Northern Corp
Pennsylvania
$280K – – –
FFIC
2953
First Fiduciary Investment Counsel
Ohio
$279K +$1.11K +2 +0.4%
TAM
2954
Taurus Asset Management
New York
$279K -$55.6K -100 -17%
ALC
2955
Alexander Labrunerie & Co
Missouri
$278K – – –
KCM
2956
Kathmere Capital Management
Pennsylvania
$277K – – –
RSVP
2957
Ramsay Stattman Vela & Price
Colorado
$277K -$40.6K -73 -13%
SP
2958
Stablepoint Partners
Massachusetts
$276K – – –
YWM
2959
Yardley Wealth Management
Pennsylvania
$276K +$266K +478 New
SDH
2960
Sloy Dahl & Holst
Washington
$276K +$2.78K +5 +1%
TCM
2961
Tradewinds Capital Management
Washington
$276K +$13.3K +24 +5%
IIA
2962
IPG Investment Advisors
California
$275K +$26.1K +47 +11%
SGC
2963
Slocum, Gordon & Co
Rhode Island
$273K – – –
RWP
2964
Reliant Wealth Planning
Kentucky
$273K +$263K +473 New
BBA
2965
Braun-Bostich & Associates
Pennsylvania
$270K -$8.9K -16 -3%
HP
2966
HT Partners
Connecticut
$270K – – –
MCM
2967
McDonough Capital Management
Florida
$269K – – –
FNBSF
2968
First National Bank Sioux Falls
South Dakota
$268K – – –
GP
2969
Greenline Partners
New York
$268K +$2.78K +5 +1%
MWM
2970
Maltin Wealth Management
New Jersey
$268K +$1.11K +2 +0.4%
FWSM
2971
First Wilshire Securities Management
California
$268K – – –
CFGSD
2972
Compass Financial Group (South Dakota)
South Dakota
$266K +$39.5K +71 +18%
SFG
2973
Sterling Financial Group
California
$265K – – –
PAA
2974
Peregrine Asset Advisers
Oregon
$264K – – –
CH
2975
Canton Hathaway
Rhode Island
$261K – – –
117 118
119
120 121

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.