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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
TWP
3226
Triad Wealth Partners
Kansas
-$1.66M -3,041 Closed
TSM
3227
Two Star Manager
Florida
-$1.35M -2,466 Closed
ILI
3228
Invesco LLC (Illinois)
Illinois
-$1.28M -2,335 Closed
PCM
3229
Prelude Capital Management
New York
-$1.13M -2,060 Closed
GBWM
3230
Granite Bay Wealth Management
New Hampshire
-$983K -1,796 Closed
RFWA
3231
RPg Family Wealth Advisory
Massachusetts
-$852K -1,557 Closed
PPWM
3232
Paragon Private Wealth Management
Kentucky
-$808K -1,476 Closed
EB
3233
Emprise Bank
Kansas
-$775K -1,417 Closed
FI
3234
Financial Insights
Washington
-$707K -1,292 Closed
OIM
3235
Opus Investment Management
Massachusetts
-$629K -1,150 Closed
SRL
3236
Scientech Research LLC
New Jersey
-$594K -1,085 Closed
Balyasny Asset Management
3237
Balyasny Asset Management
Illinois
-$565K -1,032 Closed
RSWA
3238
Robinson Smith Wealth Advisors
Maine
-$515K -941 Closed
GCP
3239
GSA Capital Partners
United Kingdom
-$453K -828 Closed
EFA
3240
Edge Financial Advisors
Illinois
-$451K -825 Closed
SW
3241
StrongBox Wealth
Missouri
-$412K -753 Closed
WIM
3242
Warwick Investment Management
Texas
-$402K -736 Closed
RCG
3243
Rock Creek Group
District of Columbia
-$390K -713 Closed
Legacy Financial Group (Iowa)
3244
Legacy Financial Group (Iowa)
Iowa
-$363K -663 Closed
SEM
3245
Suncoast Equity Management
Florida
-$316K -577 Closed
IWP
3246
Innova Wealth Partners
Pennsylvania
-$314K -573 Closed
VDI
3247
Vaughan David Investments
Illinois
-$297K -542 Closed
GC
3248
GFG Capital
Florida
-$311K -535 Closed
NFW
3249
Noble Family Wealth
Florida
-$292K -533 Closed
OHWA
3250
Oak Hill Wealth Advisors
Virginia
-$292K -526 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.