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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
SF
851
Synovus Financial
Georgia
$20.8M -$2.21M -3,973 -10%
HSWM
852
Hubbell Strickland Wealth Management
Louisiana
$20.7M +$75.1K +135 +0.4%
PCA
853
Peddock Capital Advisors
Massachusetts
$20.7M +$954K +1,716 +5%
NGA
854
Naples Global Advisors
Florida
$20.6M +$376K +677 +2%
WWM
855
Western Wealth Management
Colorado
$20.6M +$1.82M +3,266 +10%
VWWMG
856
Vermillion & White Wealth Management Group
Pennsylvania
$20.6M -$412K -741 -2%
WPW
857
Waldron Private Wealth
Pennsylvania
$20.5M +$3.71M +6,670 +23%
GWM
858
GDS Wealth Management
Texas
$20.4M +$907K +1,631 +5%
AR
859
Apeiron RIA
Texas
$20.4M +$664K +1,195 +3%
TVM
860
True Vision MN
Minnesota
$20.4M -$1.24M -2,239 -6%
OWA
861
One Wealth Advisors
California
$20.3M -$84.5K -152 -0.4%
GBT
862
Grove Bank & Trust
Florida
$20.3M +$302K +543 +2%
HAS
863
Holland Advisory Services
Florida
$20.2M -$320K -575 -2%
PWP
864
PrairieView Wealth Partners
Illinois
$20.2M -$2.83M -5,084 -13%
LA
865
Lynch & Associates
Indiana
$20.2M -$160K -287 -0.8%
GWM
866
GSB Wealth Management
Connecticut
$20.2M +$237K +426 +1%
HC
867
Hoese & Co
Minnesota
$20.2M -$716K -1,288 -4%
HWA
868
HCR Wealth Advisors
California
$20.2M +$240K +432 +1%
DC
869
DeDora Capital
California
$20.1M +$141K +253 +0.7%
Natixis Advisors
870
Natixis Advisors
Massachusetts
$20.1M +$1.72M +3,089 +10%
EFM
871
Eley Financial Management
Vermont
$20M -$171K -307 -0.9%
ST
872
Sageworth Trust
Pennsylvania
$20M -$11.1K -20 -0.1%
TC
873
TAGStone Capital
North Carolina
$20M +$96.7K +174 +0.5%
EWM
874
EPG Wealth Management
Georgia
$20M +$19.2M +34,618 New
HWA
875
Hilltop Wealth Advisors
North Carolina
$19.9M -$308K -554 -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.