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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
CCFCSB
326
Cape Cod Five Cents Savings Bank
Massachusetts
$94.7M -$656K -1,179 -0.7%
CA
327
Crewe Advisors
Utah
$94.7M +$5.38M +9,675 +6%
Betterment LLC
328
Betterment LLC
New York
$93.8M -$5.57M -10,010 -6%
CS
329
Cisco Systems
California
$92.3M
SHJ
330
Sharkey, Howes & Javer
Colorado
$92M -$28.5M -51,269 -24%
HFS
331
Hantz Financial Services
Michigan
$91.5M +$9.25M +16,629 +12%
AA
332
ALPS Advisors
Colorado
$91.5M -$2.66M -4,780 -3%
UW
333
Unique Wealth
Florida
$91.4M -$5.42M -9,746 -6%
FMWA
334
Forvis Mazars Wealth Advisors
Missouri
$91.2M -$494K -889 -0.6%
PCIA
335
Prime Capital Investment Advisors
Kansas
$91.1M +$1.84M +3,310 +2%
CFP
336
Catalyst Financial Partners
Massachusetts
$90.7M +$4.76M +8,561 +6%
BBVA
337
Banco Bilbao Vizcaya Argentaria
Spain
$89.9M -$92M -165,512 -51%
NCM
338
Narwhal Capital Management
Georgia
$89.7M +$952K +1,713 +1%
WTC
339
WhitTier Trust Company
Nevada
$89.3M +$3.19M +5,730 +4%
SIM
340
SSI Investment Management
California
$88.7M -$11.4M -20,414 -12%
BMCM
341
Bryn Mawr Capital Management
Pennsylvania
$88M +$258K +464 +0.3%
TIM
342
Tortoise Investment Management
New York
$87.8M -$324K -583 -0.4%
BIM
343
Bridges Investment Management
Nebraska
$87.6M +$13.6M +24,474 +19%
SWC
344
Spectrum Wealth Counsel
Indiana
$87.4M +$654K +1,176 +0.8%
Chevy Chase Trust
345
Chevy Chase Trust
Maryland
$87.2M +$9.97M +17,934 +13%
GLA
346
Great Lakes Advisors
Illinois
$87.2M -$363K -653 -0.4%
KIM
347
Karpus Investment Management
New York
$86.8M -$2.71M -4,883 -3%
SYBT
348
Stock Yards Bank & Trust
Kentucky
$86.6M -$3.9M -7,006 -4%
RFA
349
RTD Financial Advisors
Pennsylvania
$86.5M +$1.03M +1,861 +1%
MIS
350
Morningstar Investment Services
Illinois
$86.4M +$2.36M +4,236 +3%

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.