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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
FEM
3051
Fulcrum Equity Management
Texas
$215K +$207K +373 New
EFP
3052
Elser Financial Planning
Indiana
$215K +$3.34K +6 +2%
DAC
3053
Dividend Assets Capital
South Carolina
$214K +$1.67K +3 +0.8%
PFP
3054
Paragon Financial Partners
California
$213K
UAS
3055
United Asset Strategies
New York
$213K -$20K -36 -9%
HP
3056
Hyperion Partners
Pennsylvania
$213K +$205K +369 New
HFM
3057
Hartford Funds Management
Pennsylvania
$213K -$171K -307 -45%
AFM
3058
Abbot Financial Management
Massachusetts
$212K
BBW
3059
Blue Barn Wealth
Utah
$212K +$205K +368 New
DWM
3060
Dopkins Wealth Management
New York
$212K -$12.8K -23 -6%
PIA
3061
Powell Investment Advisors
Florida
$212K
AWC
3062
Adamsbrown Wealth Consultants
Kansas
$212K +$204K +367 New
OC
3063
Opinicus Capital
Florida
$211K +$204K +367 New
OPOWM
3064
One Plus One Wealth Management
Florida
$211K -$13.9K -25 -6%
PMSA
3065
Patrick M. Sweeney & Associates
Illinois
$211K +$203K +365 New
AA
3066
AJ Advisors
Tennessee
$210K +$203K +365 New
SWM
3067
Sendero Wealth Management
Texas
$210K +$202K +364 New
MFG
3068
Midwest Financial Group
Kansas
$209K +$202K +363 New
TFP
3069
Tilia Fiduciary Partners
North Carolina
$208K +$201K +361 New
CCP
3070
Carmel Capital Partners
California
$208K +$200K +360 New
NHFG
3071
New Harbor Financial Group
Massachusetts
$207K -$167K -300 -45%
MAM
3072
MWA Asset Management
Massachusetts
$207K +$200K +359 New
RA
3073
Rise Advisors
New York
$206K +$1.67K +3 +0.8%
AFC
3074
AFT Forsyth & Company
Florida
$205K +$197K +355 New
VBFP
3075
Valtinson Bruner Financial Planning
Minnesota
$204K +$196K +353 New

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.