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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
NEPPG
401
New England Professional Planning Group
Rhode Island
$70.6M +$330K +593 +0.5%
CA
402
Centerpoint Advisors
Massachusetts
$70.1M +$659K +1,186 +1%
FCBT
403
First Citizens Bank & Trust
North Carolina
$70M +$14.1M +25,372 +26%
HFA
404
High Falls Advisors
New York
$70M -$8.78M -15,789 -12%
BFPW
405
BOK Financial Private Wealth
Colorado
$69.9M -$1.08M -1,947 -2%
BTI
406
Blue Trust Inc
Georgia
$69.8M -$11M -19,695 -13%
SHIM
407
Stone House Investment Management
Pennsylvania
$69.7M -$7.03M -12,637 -9%
MMA
408
Mizuho Markets Americas
New York
$69.5M -$17.3M -31,189 -21%
EB
409
Eastern Bank
Massachusetts
$69.5M +$66.4M +119,442 +11,944%
KA
410
Kovack Advisors
Florida
$69.2M +$10.9M +19,532 +19%
BF
411
BOK Financial
Oklahoma
$69M +$1.97M +3,538 +3%
LP
412
LGL Partners
Pennsylvania
$68.8M +$1.86M +3,337 +3%
MOACM
413
Mutual of America Capital Management
New York
$68.3M +$10M +18,074 +18%
GF
414
Gries Financial
Ohio
$67.8M +$182K +328 +0.3%
1832 Asset Management
415
1832 Asset Management
Ontario, Canada
$67.6M +$53.3M +95,844 +448%
BL
416
Balentine LLC
Georgia
$67.2M +$996K +1,791 +2%
IC
417
IEQ Capital
California
$67.2M +$3.25M +5,851 +5%
ETS
418
ESL Trust Services
New York
$66.8M +$424K +762 +0.7%
LWA
419
Lineweaver Wealth Advisors
Ohio
$66.6M -$6.51M -11,700 -9%
Rafferty Asset Management
420
Rafferty Asset Management
New York
$66.3M
LPAM
421
Lodestar Private Asset Management
California
$66.2M +$2.21M +3,976 +4%
WDL
422
Well Done LLC
Michigan
$65.9M -$16.1K -29 -0%
DIP
423
DT Investment Partners
Pennsylvania
$65.7M +$11.9M +21,324 +23%
ANB
424
Amarillo National Bank
Texas
$65.7M -$5.51M -9,913 -8%
SCA
425
Snowden Capital Advisors
New York
$65.5M -$1.59M -2,865 -2%

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.