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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
GAG
3201
Goodman Advisory Group
Massachusetts
$4.04K +$3.89K +7 New
SWM
3202
Sanctuary Wealth Management
Idaho
$2.88K -$30.6K -55 -92%
AWA
3203
Alaska Wealth Advisors
Alaska
$2.88K
PFA
3204
Pathway Financial Advisers
Indiana
$1.77K -$556 -1 -25%
PWS
3205
Peterson Wealth Services
Utah
$1.73K +$1.67K +3 New
WAS
3206
Winch Advisory Services
Wisconsin
$579 +$556 +1 New
CMP
3207
Coston McIsaac & Partners
Maine
$413
MFA
3208
McClarren Financial Advisors
Pennsylvania
$46 -$5.1M -9,165 -73%
CM
3209
Capula Management
Cayman Islands
-$4.8B -8,779,044 Closed
MCM
3210
MKP Capital Management
New York
-$662M -1,209,313 Closed
Charles Schwab
3211
Charles Schwab
California
-$319M -582,745 Closed
CM
3212
Crestline Management
Texas
-$183M -335,000 Closed
S2L
3213
Sparta 24 Ltd
Israel
-$23M -42,061 Closed
MTWSIF
3214
Mivtachim The Workers Social Insurance Fund
Israel
-$20M -36,520 Closed
Hudson Bay Capital Management
3215
Hudson Bay Capital Management
Connecticut
-$16.5M -30,100 Closed
IMRF
3216
Illinois Municipal Retirement Fund
Illinois
-$7.11M -13,000 Closed
NAMNJ
3217
NorthStar Asset Management (New Jersey)
New Jersey
-$5.66M -10,349 Closed
ZIG
3218
Zurich Insurance Group
Switzerland
-$5.35M -10,270 Closed
SC
3219
Sykon Capital
New York
-$5.52M -10,080 Closed
WCM
3220
Windham Capital Management
Massachusetts
-$5.42M -9,900 Closed
GIS
3221
Grayhawk Investment Strategies
Alberta, Canada
-$5.39M -9,851 Closed
MG
3222
Marex Group
-$4.42M -8,070 Closed
Simplex Trading
3223
Simplex Trading
Illinois
-$3.98M -7,269 Closed
PWA
3224
Pillar Wealth Advisors
Pennsylvania
-$3.96M -7,229 Closed
BCM
3225
Bayesian Capital Management
New York
-$2.13M -3,884 Closed

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.