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iShares Core S&P 500 ETF
IVV

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: 3,117 → 3,204 (+87)

2% more funds holding in top 10

Funds holding in top 10: 1,009 → 1,031 (+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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$5.69B
2
Bank of America
Bank of America
North Carolina
+$5.18B
3
Squarepoint
Squarepoint
New York
+$3B
4
Morgan Stanley
Morgan Stanley
New York
+$1.74B
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.22B

Top Sellers

Rank Fund Capital Flow
1
CM
Capula Management
Cayman Islands
-$4.8B
2
SFC
Strategic Financial Concepts
Texas
-$1.18B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$778M
4
LWM
Liberty Wealth Management
California
-$719M
5
Goldman Sachs
Goldman Sachs
New York
-$709M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$2.77B +$254M +457,723 +11%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$2.68B -$88.3M -158,785 -3%
AllianceBernstein
28
AllianceBernstein
Tennessee
$2.62B -$42.4M -76,229 -2%
Mariner
29
Mariner
Kansas
$2.53B +$72.6M +130,560 +3%
National Pension Service
30
National Pension Service
South Korea
$2.38B – – –
NMIFOAC
31
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.07B – – –
UBS Group
32
UBS Group
Switzerland
$1.91B +$257M +461,375 +16%
Asset Management One
33
Asset Management One
Japan
$1.84B -$3.8M -6,834 -0.2%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.81B +$131M +236,042 +8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.7B +$47.9M +86,080 +3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.64B +$12.2M +21,985 +0.8%
CIA
37
Choate Investment Advisors
Massachusetts
$1.59B +$20.3M +36,507 +1%
CAM
38
Cresset Asset Management
Illinois
$1.55B +$90.5M +162,796 +6%
KeyBank National Association
39
KeyBank National Association
Ohio
$1.53B -$23M -41,366 -2%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.48B +$442M +794,600 +45%
Corient Private Wealth
41
Corient Private Wealth
Florida
$1.43B +$641M +1,152,343 +87%
WANY
42
Wealthspire Advisors (New York)
New York
$1.4B +$70.3M +126,350 +5%
SSA
43
Schonfeld Strategic Advisors
New York
$1.32B +$138M +248,306 +12%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.32B +$21.6M +38,889 +2%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$1.3B +$4.83M +8,689 +0.4%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.29B -$18.3M -32,837 -1%
BA
47
Bridgewater Associates
Connecticut
$1.28B +$67.4M +121,300 +6%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.17B -$58.9M -105,949 -5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.16B -$115M -207,147 -9%
PCIG
50
Partners Capital Investment Group
Massachusetts
$1.12B +$40.4M +72,711 +4%
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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.