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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
MFC
626
Morris Financial Concepts
South Carolina
$36.3M +$883K +1,588 +3%
PFPT
627
Pinnacle Financial Partners (Tennessee)
Tennessee
$36.3M +$3.35M +6,032 +11%
FCA
628
FinTrust Capital Advisors
South Carolina
$36.3M +$875K +1,573 +3%
FA
629
Flagstar Advisors
New York
$36.2M -$1.65M -2,975 -5%
IWM
630
Integris Wealth Management
California
$36.1M -$837K -1,505 -2%
EW
631
Enzi Wealth
Texas
$36M +$215K +387 +0.6%
DWT
632
Dorsey & Whitney Trust
South Dakota
$35.8M +$242K +436 +0.7%
MYIA
633
Mount Yale Investment Advisors
Colorado
$35.6M -$1.56M -2,806 -4%
TC
634
Toews Corporation
New Jersey
$35.6M +$17.6M +31,680 +106%
Ensign Peak Advisors
635
Ensign Peak Advisors
Utah
$35.5M -$13.5M -24,220 -28%
FA
636
Fermata Advisors
California
$35.4M +$1.07M +1,922 +3%
NVCHI
637
New Vernon Capital Holdings II
New Jersey
$35.4M +$1.56M +2,801 +5%
CIA
638
Capital Investment Advisors
Georgia
$35.3M +$1.95M +3,507 +6%
TPCW
639
TD Private Client Wealth
New York
$35.3M -$26.7M -48,007 -44%
UFF
640
USA Financial Formulas
Michigan
$35.3M -$2.28M -4,107 -6%
CWS
641
Cypress Wealth Services
California
$34.9M -$1.37M -2,471 -4%
EIA
642
Eldridge Investment Advisors
New Hampshire
$34.8M -$892K -1,605 -3%
TRCT
643
Tower Research Capital (TRC)
New York
$34.7M +$33.5M +60,192 +125,400%
BA
644
Bellwether Advisors
Nebraska
$34.6M +$2.78K +5 +0%
SXL
645
Summit X LLC
Missouri
$34.4M -$1.57M -2,822 -4%
SF
646
Summit Financial
New Jersey
$34.3M +$9.45M +16,999 +40%
CAWM
647
Capital Advisors Wealth Management
Washington
$34.3M -$289K -519 -0.9%
WQ
648
Wealth Quarterback
New Jersey
$34.1M -$1.71M -3,076 -5%
AF
649
Advisornet Financial
Minnesota
$34.1M +$7.46M +13,419 +29%
SFG
650
Snider Financial Group
Washington
$34.1M -$528K -950 -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.