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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
AGWCA
3126
Annis Gardner Whiting Capital Advisors
Florida
$98.9K
EWA
3127
Elevate Wealth Advisory
Georgia
$98.6K
LIS
3128
Legacy Investment Solutions
Idaho
$97.8K +$90.6K +163 New
LWMI
3129
Legacy Wealth Management (Idaho)
Idaho
$97.8K +$90.6K +163 New
RF
3130
Robinswood Financial
Washington
$95.8K +$6.67K +12 +8%
KWAG
3131
Kiely Wealth Advisory Group
North Carolina
$95.6K
RA
3132
Ransom Advisory
Rhode Island
$92.3K
AWM
3133
Atticus Wealth Management
Florida
$88.3K +$10.6K +19 +14%
OCM
3134
Osterweis Capital Management
California
$87.7K
PCM
3135
Perritt Capital Management
Illinois
$84.8K +$556 +1 +0.7%
CAM
3136
Chesapeake Asset Management
New York
$83.6K +$80.6K +145 New
AF
3137
Aviso Financial
Ontario, Canada
$80.8K
GPFA
3138
Game Plan Financial Advisors
Ohio
$80.2K
OW
3139
Olistico Wealth
Oklahoma
$80.2K +$77.3K +139 New
WAM
3140
WFA Asset Management
Wisconsin
$74.6K -$33.4K -60 -32%
S
3141
Syntrinsic
Colorado
$73.2K +$53.4K +96 +320%
MAM
3142
Marquette Asset Management
Minnesota
$72.1K +$35K +63 +102%
RWM
3143
Reston Wealth Management
Virginia
$71.2K +$68.4K +123 New
ATC
3144
Adirondack Trust Company
New York
$69.8K
PBK
3145
Peoples Bank (Kansas)
Kansas
$69.8K +$67.3K +121 New
FFA
3146
Fairfield Financial Advisors
Massachusetts
$67.4K -$5K -9 -7%
FFC
3147
First Financial Corp
Indiana
$66.9K
EA
3148
Evolution Advisers
Virginia
$65K
PP
3149
PrairieView Partners
Minnesota
$65K
GGI
3150
Godsey & Gibb Inc
Virginia
$63.5K

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.