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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
TCM
526
TD Capital Management
Tennessee
$47.2M -$56.7K -102 -0.1%
MSA
527
Marino Stram & Associates
Massachusetts
$47.1M +$409K +736 +0.9%
CPSAC
528
Chas P. Smith & Associates (CPS)
Florida
$46.6M -$2.8M -5,043 -6%
KFA
529
Kelleher Financial Advisors
New York
$46.4M +$1.34M +2,412 +3%
HCM
530
Hollencrest Capital Management
California
$46.4M -$68.4K -123 -0.2%
HI
531
Harbour Investments
Wisconsin
$46.4M +$2.59M +4,653 +6%
CWM
532
Cornerstone Wealth Management
Missouri
$46.4M +$730K +1,313 +2%
CWM
533
Cranbrook Wealth Management
Michigan
$46.3M -$332K -598 -0.7%
BFA
534
Bluestem Financial Advisors
Illinois
$46.3M -$77.3K -139 -0.2%
IWM
535
IHT Wealth Management
Illinois
$46.1M +$12.3M +22,074 +38%
SIA
536
SkyView Investment Advisors
New Jersey
$46M +$467K +840 +1%
ICMARC
537
International City Management Association Retirement Corp
District of Columbia
$46M – – –
SW
538
Simplicity Wealth
New Jersey
$45.9M -$15.6M -28,131 -26%
MFA
539
Mayflower Financial Advisors
Massachusetts
$45.9M -$19M -34,261 -30%
CFO
540
Custos Family Office
Texas
$45.8M +$508K +914 +1%
CIAS
541
CFS Investment Advisory Services
New Jersey
$45.8M +$425K +764 +1%
BOC
542
Bull Oak Capital
California
$45.7M +$2.32M +4,174 +6%
RJT
543
Raymond James Trust
Florida
$45.6M +$547K +984 +1%
KTA
544
Keeley-Teton Advisors
Illinois
$45.5M +$370K +666 +0.9%
NL
545
NWAM LLC
Washington
$45.5M +$43.8M +78,836 New
GPA
546
Guidance Point Advisors
Massachusetts
$45.5M +$435K +783 +1%
CIA
547
Concurrent Investment Advisors
Florida
$45.5M -$2.71M -4,881 -6%
P3I
548
Progeny 3 Inc
Washington
$45.4M – – –
Allianz Asset Management
549
Allianz Asset Management
Germany
$45.3M – – –
BSSFA
550
Baron Silver Stevens Financial Advisors
Florida
$45.2M +$705K +1,268 +2%
20 21
22
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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.