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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
PVAMC
601
PPS&V Asset Management Consultants
Michigan
$39.2M -$767K -1,379 -2%
SC
602
Schoolcraft Capital
Colorado
$39.2M -$429K -771 -1%
DZ Bank
603
DZ Bank
Germany
$39.2M -$1.48M -2,658 -4%
WS
604
Wedbush Securities
California
$39.1M +$1.22M +2,190 +3%
FHC
605
Fort Henry Capital
West Virginia
$38.8M -$2.06M -3,701 -5%
WFAG
606
Wescott Financial Advisory Group
Pennsylvania
$38.7M +$564K +1,015 +2%
CA
607
Cornerstone Advisory
Maryland
$38.6M +$112K +202 +0.3%
GLA
608
Good Life Advisors
Pennsylvania
$38.6M +$14.4M +25,833 +63%
AC
609
Asio Capital
Kentucky
$38.6M +$4.16M +7,477 +13%
CTA
610
Colonial Trust Advisors
South Carolina
$38.5M +$3.81M +6,859 +11%
KPWG
611
KFA Private Wealth Group
Virginia
$38.5M +$815K +1,466 +2%
TWC
612
TD Waterhouse Canada
Ontario, Canada
$38.1M -$1.52M -2,738 -4%
IFG
613
Independent Financial Group
California
$37.9M +$3.22M +5,786 +10%
AAMA
614
Advanced Asset Management Advisors
Ohio
$37.9M
NPF
615
Norris Perne & French
Michigan
$37.8M +$870K +1,564 +2%
WP
616
WealthShield Partners
North Carolina
$37.5M +$345K +620 +1%
FCP
617
Fidelis Capital Partners
Florida
$37.5M +$2.15M +3,859 +6%
Citadel Advisors
618
Citadel Advisors
Florida
$37.2M -$179M -321,805 -83%
PGA
619
Portland Global Advisors
Maine
$37.1M +$1.11M +1,991 +3%
HWAM
620
Hennion & Walsh Asset Management
New Jersey
$37M +$209K +375 +0.6%
FFBTD
621
First Financial Bank - Trust Division
Ohio
$36.9M +$1.18M +2,122 +3%
WTB
622
Washington Trust Bank
Washington
$36.7M +$151K +271 +0.4%
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$36.6M +$7.64M +13,740 +28%
RCAG
624
Rehmann Capital Advisory Group
Michigan
$36.5M -$92.3K -166 -0.3%
ECG
625
Edge Capital Group
Georgia
$36.5M +$649K +1,168 +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.