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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
SN
3176
Sittner & Nelson
Oregon
$36.3K
EAM
3177
Eukles Asset Management
Ohio
$34K
B
3178
Birchbrook
Maine
$33.5K
SHF
3179
Safe Harbor Fiduciary
Florida
$32.9K +$31.7K +57 New
PK
3180
Pflug Koory
Nebraska
$30.6K +$29.5K +53 New
FAM
3181
Flaharty Asset Management
Florida
$28.6K +$27.8K +50 New
TVWM
3182
Tower View Wealth Management
Wisconsin
$24.9K
1IA
3183
1620 Investment Advisors
Massachusetts
$24.8K -$12.8K -23 -35%
BCM
3184
Birch Capital Management
Texas
$23.1K
CNBTD
3185
Citizens National Bank Trust Department
Mississippi
$23.1K
MAM
3186
Morse Asset Management
Connecticut
$23.1K +$22.2K +40 New
DFC
3187
DB Fitzpatrick & Co
Idaho
$21.3K -$7.23K -13 -26%
GI
3188
GS Investments
Minnesota
$19.2K
SC
3189
Sawyer & Company
Massachusetts
$18K +$17.8K +32 New
AF
3190
Arrow Financial
New York
$17.9K
IAIM
3191
International Assets Investment Management
Florida
$17.8K +$5.69B +10,232,214 +67,669%
WAG
3192
Windsor Advisory Group
Ohio
$14.4K +$13.9K +25 New
W
3193
WealthCollab
Washington
$13.8K
PAIM
3194
Punch & Associates Investment Management
Minnesota
$13.3K
PIS
3195
POM Investment Strategies
North Carolina
$12.1K -$70.6K -127 -86%
WA
3196
WestEnd Advisors
North Carolina
$9.69K +$8.9K +16 +1,600%
GCM
3197
Gables Capital Management
Florida
$9.23K +$2.22K +4 +33%
WPWM
3198
Western Pacific Wealth Management
Illinois
$7.64K
MCA
3199
Maryland Capital Advisors
Maryland
$6.35K
WOC
3200
West Oak Capital
California
$6.24K +$25.6K +46 +4%

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.