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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
CPBTD
476
Central Pacific Bank - Trust Division
Hawaii
$56.1M -$5.05M -9,079 -9%
OFG
477
Oxford Financial Group
Indiana
$55.9M -$480K -864 -0.9%
SPIA
478
Strategic Point Investment Advisors
Rhode Island
$55.8M +$1.01M +1,824 +2%
PI
479
Parkside Investments
Illinois
$55.2M +$6.29M +11,305 +13%
OFS
480
Orrstown Financial Services
Pennsylvania
$54.9M +$2.93M +5,261 +6%
HH
481
HWG Holdings
Texas
$54.7M -$23.9M -42,900 -31%
WBG
482
Wharton Business Group
Pennsylvania
$54.7M -$118K -213 -0.2%
RIM
483
Rakuten Investment Management
Japan
$54.6M +$14.4M +25,843 +37%
SFS
484
Sowell Financial Services
Arkansas
$54.4M -$5.99M -10,775 -10%
BFA
485
Beaumont Financial Advisors
Massachusetts
$54.4M -$142K -255 -0.3%
HCMT
486
Highland Capital Management (Tennessee)
Tennessee
$54.3M +$221K +397 +0.4%
BOS
487
Bank of Stockton
California
$53.9M +$2.31M +4,156 +5%
CGFA
488
Colton Groome Financial Advisors
North Carolina
$53.7M +$989K +1,778 +2%
MG
489
Mather Group
Illinois
$53.4M -$2.16M -3,879 -4%
CI
490
CX Institutional
Indiana
$53.3M -$3.94M -7,089 -7%
AF
491
Allworth Financial
California
$53.2M -$6.53M -11,744 -11%
ST
492
Smithfield Trust
Pennsylvania
$53.2M -$589K -1,059 -1%
IA
493
IFS Advisors
Kansas
$53.1M -$98.4K -177 -0.2%
DSA
494
Droms Strauss Advisors
Missouri
$52.8M -$2.16M -3,876 -4%
RA
495
Rational Advisors
New York
$52.7M -$8.99M -16,167 -15%
CCWA
496
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.1M -$1.81M -3,262 -3%
VWA
497
Visionary Wealth Advisors
Illinois
$51.7M +$550K +989 +1%
MMA
498
Miracle Mile Advisors
California
$51.7M +$214K +385 +0.4%
CFIA
499
Cantor Fitzgerald Investment Advisors
New York
$51.7M +$15.9M +28,647 +47%
CWA
500
Consilio Wealth Advisors
Washington
$51.5M +$778K +1,399 +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.