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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
TGAM
826
TBH Global Asset Management
Tennessee
$22.2M -$6.28M -11,286 -23%
SSCM
827
Spectrum Strategic Capital Management
Oregon
$22.2M +$4.65M +8,363 +28%
AI
828
Arvest Investments
Arkansas
$22.2M -$273K -491 -1%
DCM
829
Dimension Capital Management
Florida
$22.2M -$547K -983 -2%
DPI
830
Diversified Portfolios Inc
Michigan
$22M -$179K -322 -0.8%
SS
831
Sunbelt Securities
Texas
$21.9M +$59.5K +107 +0.3%
SFFS
832
Stonehage Fleming Financial Services
Jersey
$21.9M +$229K +411 +1%
MCCA
833
Mill Creek Capital Advisors
Pennsylvania
$21.9M -$5.51M -9,913 -21%
VWA
834
VERITY Wealth Advisors
United States
$21.9M -$36.1K -65 -0.2%
NFG
835
Nadler Financial Group
Illinois
$21.8M +$343K +616 +2%
SFA
836
Source Financial Advisors
New York
$21.8M +$129K +232 +0.6%
MA
837
Marquette Associates
Illinois
$21.8M -$652K -1,172 -3%
WWM
838
Waterway Wealth Management
Texas
$21.8M +$157K +283 +0.8%
PFA
839
Pure Financial Advisors
California
$21.6M +$1.31M +2,357 +7%
PPWM
840
PFG Private Wealth Management
Florida
$21.5M -$8.81M -15,847 -30%
BWM
841
Brown Wealth Management
Illinois
$21.4M +$6.37M +11,451 +45%
GKWIM
842
Gerber Kawasaki Wealth & Investment Management
California
$21.4M +$1.73M +3,109 +9%
BFG
843
Bleakley Financial Group
New Jersey
$21.4M +$1.36M +2,442 +7%
FB
844
Fulton Bank
Pennsylvania
$21.3M +$1.95M +3,512 +10%
CAC
845
Certified Advisory Corp
Florida
$21M +$177K +318 +0.9%
GG
846
GenWealth Group
New Jersey
$21M +$218K +392 +1%
PFG
847
Pacific Financial Group
Washington
$20.9M -$1.72M -3,085 -8%
AWMG
848
Alliance Wealth Management Group
New Jersey
$20.9M +$1.36M +2,453 +7%
PBO
849
Peoples Bank (Ohio)
Ohio
$20.8M +$823K +1,481 +4%
RFG
850
RFP Financial Group
Georgia
$20.8M +$470K +846 +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.