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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
AWM
776
Avaii Wealth Management
Wisconsin
$25.2M +$1.99M +3,571 +9%
SC
777
Syon Capital
California
$25.1M -$1.35M -2,427 -5%
WAP
778
Wealthcare Advisory Partners
Pennsylvania
$25.1M -$292K -525 -1%
GF
779
Gimbal Financial
Indiana
$24.9M +$436K +784 +2%
FFO
780
Fortitude Family Office
Arizona
$24.9M +$1.05M +1,889 +5%
PPG
781
Peak Planning Group
Colorado
$24.9M +$2.66M +4,776 +12%
PIAS
782
PCA Investment Advisory Services
Ohio
$24.9M +$876K +1,575 +4%
BHWM
783
Bay Harbor Wealth Management
Maryland
$24.8M -$2.9M -5,211 -11%
VFG
784
Valley Financial Group
Pennsylvania
$24.8M +$80.6K +145 +0.3%
C
785
Certuity
Florida
$24.8M -$24.7M -44,464 -51%
TIAAOA
786
Teachers Insurance & Annuity Association of America
New York
$24.7M +$23.8M +42,777 New
KFA
787
Kapstone Financial Advisors
Ohio
$24.7M +$1.04M +1,867 +5%
CAM
788
Cobblestone Asset Management
Virginia
$24.6M -$3.33M -5,985 -12%
CFS
789
Commonwealth Financial Services
West Virginia
$24.6M -$5.29M -9,514 -18%
IWP
790
IAG Wealth Partners
Wisconsin
$24.5M -$567K -1,020 -2%
AWA
791
Adapt Wealth Advisors
Georgia
$24.5M +$1.31M +2,362 +6%
ABWM
792
Alpine Bank Wealth Management
Colorado
$24.5M +$23.6M +42,498 New
LA
793
Legacy Advisors
Pennsylvania
$24.5M -$8.9K -16 -0%
T. Rowe Price Associates
794
T. Rowe Price Associates
Maryland
$24.5M +$6.44M +11,582 +38%
DW
795
Durante & Waters
New York
$24.3M +$1.26M +2,270 +6%
MWS
796
Maxwell Wealth Strategies
California
$24.2M +$3.51M +6,321 +18%
KWM
797
Kingsview Wealth Management
Oregon
$24.1M +$1.05M +1,893 +5%
RWIA
798
Roger Wittlin Investment Advisory
California
$24.1M +$869K +1,563 +4%
CIBC Asset Management
799
CIBC Asset Management
Ontario, Canada
$24M
CST
800
Charles Schwab Trust
Nevada
$23.9M -$1.8M -3,241 -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.