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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
BEI
751
Benjamin Edwards Inc
Missouri
$26.9M +$25M +45,029 +2,883%
AAS
752
Ameritas Advisory Services
Nebraska
$26.8M -$24.9M -44,829 -49%
BWA
753
Boulder Wealth Advisors
Colorado
$26.8M -$4.48M -8,065 -15%
AA
754
ACT Advisors
North Carolina
$26.7M +$2.95M +5,302 +13%
MAG
755
MRA Advisory Group
New Jersey
$26.6M +$422K +759 +2%
MFS
756
Madrona Financial Services
Washington
$26.5M +$4.16M +7,474 +19%
SC
757
Saiph Capital
New Jersey
$26.5M -$3.68M -6,611 -13%
BHIA
758
Birch Hill Investment Advisors
Massachusetts
$26.4M +$142K +255 +0.6%
VCM
759
Verger Capital Management
North Carolina
$26.4M -$4.53M -8,145 -15%
PWMAG
760
Pinnacle Wealth Management Advisory Group
New Jersey
$26.3M +$1.29M +2,312 +5%
OCBCO
761
Oversea-Chinese Banking Corp (OCBC)
Singapore
$26M +$8.02M +14,430 +47%
AFC
762
Adaptive Financial Consulting
Ohio
$25.8M +$27.8K +50 +0.1%
CA
763
CSM Advisors
Pennsylvania
$25.8M +$22.5M +40,472 +935%
BFM
764
Boston Financial Management
Massachusetts
$25.8M -$70.1K -126 -0.3%
DT
765
Diversified Trust
Tennessee
$25.8M +$2.11M +3,794 +9%
AGC
766
Aspen Grove Capital
Colorado
$25.7M -$153K -276 -0.6%
SVWG
767
Shared Vision Wealth Group
United States
$25.7M -$1.08M -1,951 -4%
AWA
768
Arkadios Wealth Advisors
Georgia
$25.6M +$8.59M +15,446 +53%
MNBTD
769
Moody National Bank Trust Division
Texas
$25.6M -$514K -925 -2%
IFA
770
Interactive Financial Advisors
Illinois
$25.6M +$85.6K +154 +0.3%
AWM
771
Adams Wealth Management
Utah
$25.5M -$159K -286 -0.6%
CI
772
CacheTech Inc
Utah
$25.5M -$159K -286 -0.6%
SIA
773
Soltis Investment Advisors
Utah
$25.5M +$1.08M +1,949 +5%
MTC
774
Matrix Trust Company
Colorado
$25.4M +$24M +43,233 +5,858%
FA
775
Fountainhead AM
New Jersey
$25.2M -$183K -329 -0.7%

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.