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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
Loomis, Sayles & Company
3151
Loomis, Sayles & Company
Massachusetts
$63K +$61.2K +110 New
HFM
3152
Hartford Financial Management
Connecticut
$61.7K
EWP
3153
Elevation Wealth Partners
California
$60.6K
PG
3154
Proffitt & Goodson
Tennessee
$59.4K
CJH
3155
Christopher J. Hasenberg
Wisconsin
$58.2K +$22.2K +40 +66%
KC
3156
Knuff & Co
California
$57.7K
TIM
3157
Thompson Investment Management
Wisconsin
$55.4K +$13.9K +25 +35%
BLC
3158
Brown, Lisle/Cummings
Rhode Island
$54.2K
HB
3159
Horizon Bancorp
Indiana
$54K
CA
3160
Claris Advisors
Missouri
$53.4K +$51.7K +93 New
LWA
3161
Lowe Wealth Advisors
Maryland
$51.9K
RS
3162
Rakuten Securities
Japan
$49K -$179K -322 -79%
IAS
3163
IMA Advisory Services
Colorado
$47.9K +$46.1K +83 New
YAL
3164
Your Advocates Ltd
Texas
$46.7K -$22.8K -41 -34%
LI
3165
LRI Investments
Florida
$46.5K -$15K -27 -26%
PFG
3166
Peterson Financial Group
Iowa
$46.3K +$44.5K +80 New
C
3167
Covestor
United Kingdom
$46K +$556 +1 +1%
PWMG
3168
Private Wealth Management Group
New Jersey
$44.4K -$1.67K -3 -4%
BIG
3169
Brooklyn Investment Group
New York
$42.1K +$40.6K +73 New
HI
3170
Hoey Investments
Pennsylvania
$41.6K
KSB
3171
Kennebec Savings Bank
Maine
$39.8K +$38.4K +69 New
DWS
3172
Dynamic Wealth Strategies
California
$39K
CWM
3173
Cedar Wealth Management
California
$38.6K +$21.7K +39 +139%
UCI
3174
Uncommon Cents Investing
Wisconsin
$36.9K +$35.6K +64 New
BFS
3175
Burkett Financial Services
South Carolina
$36.5K

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.