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
ZRP
701
Zynergy Retirement Planning
New Jersey
$30.4M +$848K +1,526 +3%
MC
702
Middleton & Co
Massachusetts
$30.3M +$426K +767 +1%
S
703
SignatureFD
Georgia
$30.1M -$59.5K -107 -0.2%
CFP
704
Cascade Financial Partners
California
$30.1M +$131K +236 +0.5%
SP
705
Stairway Partners
Illinois
$30M +$28.9M +52,054 New
ATS
706
Ashton Thomas Securities
New York
$29.9M -$2.43M -4,376 -8%
ICMM
707
Integrated Capital Management (Michigan)
Michigan
$29.9M +$28.8M +51,753 New
AFS
708
Axiom Financial Strategies
Indiana
$29.8M +$12.6M +22,721 +78%
WWA
709
WCG Wealth Advisors
Nevada
$29.8M -$1.06M -1,914 -4%
RFO
710
RiverGlades Family Offices
Florida
$29.7M +$257K +463 +0.9%
CWM
711
Campbell Wealth Management
Virginia
$29.6M +$28.5M +51,310 New
CWP
712
Corepath Wealth Partners
Arizona
$29.5M +$572K +1,029 +2%
AG
713
AlTi Global
New York
$29.4M +$4.62M +8,303 +19%
FNBOH
714
First National Bank of Hutchinson
Kansas
$29.4M -$430K -773 -1%
ERWM
715
Elk River Wealth Management
Colorado
$29.4M +$473K +850 +2%
BA
716
Ballew Advisors
Mississippi
$29.3M -$10.6K -19 -0%
American Century Companies
717
American Century Companies
Missouri
$29.3M -$28.3M -50,899 -50%
CFGF
718
Compass Financial Group (Florida)
Florida
$29.2M +$286K +515 +1%
EWM
719
Evermay Wealth Management
Virginia
$29.1M -$673K -1,211 -2%
SC
720
Scotia Capital
Ontario, Canada
$29.1M +$2.17M +3,909 +8%
IA
721
IFP Advisors
Florida
$29M +$411K +740 +1%
CT
722
Coastline Trust
Rhode Island
$29M -$5.13M -9,230 -15%
GCA
723
Gradient Capital Advisors
California
$28.9M -$8.34K -15 -0%
CWA
724
Continuum Wealth Advisors
New York
$28.7M -$1.91M -3,428 -6%
BMM
725
Buffington Mohr McNeal
Idaho
$28.4M +$3.83M +6,884 +16%

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.