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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
ANTB
376
AMG National Trust Bank
Colorado
$76.4M -$17.5M -31,523 -19%
SW
377
SteelPeak Wealth
California
$76.3M -$3.77M -6,783 -5%
AFS
378
Amtrust Financial Services
New York
$76M
FBB
379
Fulton Breakefield Broenniman
Maryland
$75.6M +$1.73M +3,103 +2%
D.E. Shaw & Co
380
D.E. Shaw & Co
New York
$75.1M +$72.4M +130,128 New
Deutsche Bank
381
Deutsche Bank
Germany
$75M -$402K -723 -0.6%
AI
382
Accredited Investors
Minnesota
$74.7M -$265K -476 -0.4%
I
383
INVST
Indiana
$74.6M -$35.1M -63,059 -33%
RDFA
384
Ritter Daniher Financial Advisory
Ohio
$74.5M -$351K -631 -0.5%
GPW
385
Gray Private Wealth
Massachusetts
$74.1M +$770K +1,385 +1%
DWM
386
Destination Wealth Management
California
$74.1M -$38.4K -69 -0.1%
SFS
387
Summit Financial Strategies
Ohio
$73.7M -$1.64M -2,941 -2%
AIA
388
Alternative Investment Advisors
Florida
$73.5M +$5.43M +9,770 +8%
GRP
389
Global Retirement Partners
California
$73.5M +$4.97M +8,940 +8%
RhumbLine Advisers
390
RhumbLine Advisers
Massachusetts
$73.2M -$9.13M -16,427 -11%
DAS
391
Dynamic Advisor Solutions
Arizona
$73.1M +$3.06M +5,506 +5%
PCG
392
Prosperity Consulting Group
Maryland
$72.6M +$8.37M +15,045 +14%
CIM
393
CIM Investment Management
Pennsylvania
$72.6M +$1.2M +2,153 +2%
HI
394
Hudock Inc
Pennsylvania
$72.2M +$239K +429 +0.3%
PWLP
395
Prio Wealth Limited Partnership
Massachusetts
$72.2M -$305K -549 -0.4%
CSWG
396
Cardinal Strategic Wealth Guidance
Kentucky
$72M +$1.84M +3,314 +3%
WA
397
Wealth Architects
California
$71.8M -$952K -1,712 -1%
LNB
398
Ledyard National Bank
$71.4M +$736K +1,323 +1%
CWM
399
Cahill Wealth Management
Michigan
$71.3M +$205K +368 +0.3%
APCM
400
Alaska Permanent Capital Management
Alaska
$71M -$369K -664 -0.5%

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.