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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
VH
3076
Visionary Horizons
Tennessee
$204K +$196K +353 New
HWMG
3077
Hurlow Wealth Management Group
Indiana
$203K +$196K +352 New
SFPM
3078
Sensible Financial Planning & Management
Massachusetts
$203K +$196K +352 New
SRWM
3079
Shira Ridge Wealth Management
California
$203K +$195K +351 New
RRWA
3080
Rainey & Randall Wealth Advisors
Florida
$202K +$195K +351 New
NI
3081
NDVR Inc
Massachusetts
$202K +$196K +352 New
BSAM
3082
Blue Square Asset Management
New York
$202K +$195K +350 New
BFP
3083
Brewster Financial Planning
New York
$202K +$195K +350 New
CA
3084
Cannon Advisors
North Carolina
$201K +$195K +351 New
ECG
3085
EPIQ Capital Group
California
$200K +$193K +347 New
BCM
3086
Blume Capital Management
California
$200K +$53.4K +96 +38%
FPF
3087
First Pacific Financial
Washington
$199K -$60K -108 -24%
RAM
3088
Riggs Asset Management
Pennsylvania
$197K
MM
3089
Main Management
California
$194K +$56.2K +101 +43%
FCG
3090
Financial Connections Group
California
$190K
BCP
3091
Blue Chip Partners
Michigan
$186K
CAM
3092
Clarity Asset Management
Iowa
$184K +$15K +27 +9%
CICI
3093
Capital Investment Counsel Inc
North Carolina
$182K -$103K -185 -37%
MBFW
3094
Morton Brown Family Wealth
Pennsylvania
$179K -$34.5K -62 -17%
PCWA
3095
Pacific Capital Wealth Advisors
California
$179K
SFA
3096
Semmax Financial Advisors
North Carolina
$178K -$17.8K -32 -10%
MIM
3097
MTM Investment Management
South Carolina
$177K
IF
3098
Integrity Financial
Wyoming
$174K
AWM
3099
AllSquare Wealth Management
New York
$174K
EPW
3100
Evergreen Private Wealth
Colorado
$174K

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.