We are live on ! Find out more
IVV icon

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
DWM
651
Drive Wealth Management
Utah
$33.9M +$241K +433 +0.7%
PFS
652
Prospera Financial Services
Texas
$33.9M -$974K -1,752 -3%
NCM
653
Novare Capital Management
North Carolina
$33.9M -$618K -1,112 -2%
HR
654
Howe & Rusling
New York
$33.9M +$292K +525 +0.9%
BIAS
655
Beacon Investment Advisory Services
New Jersey
$33.7M +$181K +325 +0.6%
BHB
656
Bank Hapoalim BM
Israel
$33.5M +$32.3M +58,100 New
EWA
657
Exencial Wealth Advisors
Oklahoma
$33.4M -$664K -1,195 -2%
AWM
658
Avondale Wealth Management
Texas
$33.3M +$301K +541 +0.9%
WCM
659
Windsor Capital Management
Arizona
$33.3M +$94.5K +170 +0.3%
CFFNO
660
Common Fund For Nonprofit Organizations
Connecticut
$33.2M +$32M +57,633 New
WCM
661
WealthBridge Capital Management
Ohio
$33.1M +$2.66M +4,782 +9%
LF
662
Lantz Financial
Illinois
$33M -$103K -186 -0.3%
HF
663
Halpern Financial
Virginia
$33M -$1.74M -3,134 -5%
UOWF
664
University of Wisconsin Foundation
Wisconsin
$32.9M +$408K +733 +1%
NCM
665
Next Capital Management
New York
$32.9M +$1.3M +2,340 +4%
JWM
666
JGP Wealth Management
Oregon
$32.9M +$5.02M +9,023 +19%
VCP
667
Verus Capital Partners
Arizona
$32.9M +$1.03M +1,858 +3%
MSA
668
McAlister Sweet & Associates
Texas
$32.8M -$12.2M -21,918 -28%
VA
669
Valmark Advisers
Ohio
$32.8M -$1.8M -3,229 -5%
KWS
670
Keystone Wealth Services
California
$32.7M +$287K +517 +0.9%
AFG
671
Arkansas Financial Group
Arkansas
$32.6M +$455K +819 +1%
BFS
672
Bare Financial Services
Pennsylvania
$32.5M +$6.08M +10,935 +24%
CFP
673
Cypress Financial Planning
New Jersey
$32.5M -$2.01M -3,614 -6%
CPIG
674
Chicago Partners Investment Group
Illinois
$32.3M -$1.41M -2,534 -4%
CTA
675
Camelot Technology Advisors
California
$32.3M +$519K +934 +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.