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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
SWM
3026
Silverlake Wealth Management
Vermont
$230K -$25.6K -46 -10%
RH
3027
RFG Holdings
Texas
$230K – – –
DSAM
3028
Dock Street Asset Management
Florida
$229K – – –
VNIM
3029
Vaughan Nelson Investment Management
Texas
$228K – – –
CPA
3030
Clear Point Advisors
New York
$228K +$556 +1 +0.3%
LS
3031
Leelyn Smith
Illinois
$228K – – –
EFMC
3032
Empire Financial Management Company
New York
$227K – – –
AIM
3033
Anchor Investment Management
South Carolina
$226K – – –
DJFS
3034
Dean Jacobson Financial Services
Texas
$226K – – –
HHRDM
3035
H&H Retirement Design & Management
Nevada
$226K – – –
BFS
3036
Baskin Financial Services
Ontario, Canada
$225K – – –
SCM
3037
Stordahl Capital Management
Colorado
$224K – – –
RMF
3038
Red Mountain Financial
Colorado
$223K +$556 +1 +0.3%
RPCA
3039
Running Point Capital Advisors
California
$223K -$53.4K -96 -20%
KHCM
3040
Kirtland Hills Capital Management
Ohio
$223K – – –
PCMC
3041
Planning Capital Management Corporation
Pennsylvania
$220K – – –
GTAM
3042
Global Trust Asset Management
Florida
$220K +$1.67K +3 +0.8%
PFA
3043
Professional Financial Advisors
Nebraska
$220K +$212K +381 New
EM
3044
ELCO Management
New York
$219K -$11.1K -20 -5%
DF
3045
Dunhill Financial
United Kingdom
$217K +$74.5K +134 +55%
EFP
3046
EnRich Financial Partners
Wisconsin
$216K -$75.1K -135 -26%
3F
3047
360 Financial
Minnesota
$216K +$209K +375 New
DWAM
3048
Duncan Williams Asset Management
Tennessee
$216K -$33.4K -60 -14%
TDC
3049
Thompson Davis & Co
Virginia
$216K -$13.9K -25 -6%
KC
3050
Kinloch Capital
Virginia
$216K – – –
120 121
122
123 124

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.