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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
GWM
551
GoalFusion Wealth Management
Texas
$45M +$2.34M +4,209 +6%
BAM
552
Beaumont Asset Management
Texas
$44.9M +$1.91M +3,438 +5%
BA
553
Bluesphere Advisors
Pennsylvania
$44.9M +$781K +1,405 +2%
WAAG
554
Wealth Alliance Advisory Group
Kansas
$44.7M +$170K +306 +0.4%
PFG
555
PAX Financial Group
Texas
$44.5M -$3.33M -5,987 -7%
VFA
556
Voya Financial Advisors
Connecticut
$44.5M -$3.37M -6,055 -7%
GIA
557
Gladstone Institutional Advisory
Florida
$44M -$2.01M -3,612 -5%
FMN
558
Financial Management Network
California
$43.9M +$2.29M +4,123 +6%
PFGIA
559
Patriot Financial Group Insurance Agency
Massachusetts
$43.8M +$277K +498 +0.7%
RA
560
Riverstone Advisors
Texas
$43.4M +$1.88M +3,384 +5%
CWG
561
Cornerstone Wealth Group
North Carolina
$43.3M -$932K -1,676 -2%
APTFM
562
AGUR Provident & Training Funds Management
Israel
$43.1M
WPW
563
Watershed Private Wealth
Illinois
$43M -$1.84M -3,312 -4%
MA
564
MCF Advisors
Kentucky
$42.9M +$140K +251 +0.3%
LWM
565
Latko Wealth Management
Illinois
$42.9M +$41.3M +74,369 New
AWM
566
AAF Wealth Management
Massachusetts
$42.9M -$246K -443 -0.6%
1WM
567
1900 Wealth Management
Texas
$42.7M -$1.17M -2,101 -3%
OAP
568
One Advisory Partners
Kansas
$42.6M -$6.26M -11,254 -13%
BWP
569
Bernardo Wealth Planning
Pennsylvania
$42.6M +$1.56M +2,813 +4%
FTUS
570
Flow Traders U.S.
New York
$42.5M +$31M +55,763 +313%
BWFA
571
Baltimore-Washington Financial Advisors
Maryland
$42.4M +$1.2M +2,165 +3%
LFP
572
Lakeshore Financial Planning
Michigan
$42.4M +$2.87M +5,163 +8%
SWM
573
SigFig Wealth Management
California
$41.8M -$17M -30,594 -30%
CFC
574
Coyle Financial Counsel
Illinois
$41.5M +$405K +728 +1%
SIA
575
Sovereign Investment Advisors
Arizona
$41.5M +$399K +717 +1%

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.