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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
SAM
351
Standpoint Asset Management
Arizona
$86.2M +$9.45M +17,000 +13%
KWMG
352
King Wealth Management Group
Florida
$85.9M +$90.6K +163 +0.1%
CC
353
Courier Capital
New York
$85M +$813K +1,462 +1%
ONB
354
Old National Bancorp
Indiana
$84.7M +$980K +1,763 +1%
RCM
355
Requisite Capital Management
Texas
$83.8M +$5.1M +9,170 +7%
TC
356
TownSquare Capital
Utah
$83.6M +$5.28M +9,492 +7%
QC
357
Qalhat Capital
British Virgin Islands
$83M -$20.2M -36,252 -20%
II
358
Ironclad Investments
Florida
$82.9M
JF
359
JSF Financial
California
$81.5M +$6.56M +11,790 +9%
RCA
360
Resonant Capital Advisors
Wisconsin
$81.1M +$3.24M +5,830 +4%
PWA
361
Physician Wealth Advisors
Utah
$80.7M -$2.21M -3,970 -3%
GWM
362
Geneos Wealth Management
Colorado
$80M -$658K -1,184 -0.8%
FA
363
Fiducient Advisors
Illinois
$79.7M +$4.37M +7,856 +6%
HNB
364
Huntington National Bank
Ohio
$79.6M
PP
365
PDS Planning
Ohio
$78.9M +$16M +28,774 +27%
DP
366
Divergent Planning
Maryland
$78.3M +$958K +1,723 +1%
CRC
367
Curi RMB Capital
Illinois
$78.2M +$5.66M +10,171 +8%
RIA
368
Regal Investment Advisors
Michigan
$78.1M -$2.28M -4,094 -3%
MCM
369
MV Capital Management
Maryland
$78M -$537K -966 -0.7%
ACM
370
Arcataur Capital Management
Wisconsin
$77.9M -$1.34M -2,419 -2%
PRA
371
Pine Ridge Advisers
New York
$77.8M
CTB
372
Country Trust Bank
Illinois
$77.8M +$91.2K +164 +0.1%
PIM
373
Parker Investment Management
California
$77.2M +$20M +35,932 +37%
WA
374
Wilshire Advisors
California
$77.1M -$1.89M -3,403 -2%
OBWG
375
Onyx Bridge Wealth Group
New York
$76.7M -$3.79M -6,821 -5%

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.