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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
ES
901
ETF Store
Kansas
$18.6M -$1.78M -3,209 -9%
CIAS
902
CBIZ Investment Advisory Services
Ohio
$18.5M +$396K +713 +2%
WCP
903
Wick Capital Partners
Pennsylvania
$18.5M -$675K -1,214 -4%
AWS
904
Aspen Wealth Strategies
Colorado
$18.5M +$687K +1,236 +4%
SRC
905
Shufro Rose & Co
New York
$18.5M
EWA
906
Emergent Wealth Advisors
New York
$18.4M +$868K +1,562 +5%
WCFA
907
Walkner Condon Financial Advisors
Wisconsin
$18.4M +$123K +222 +0.7%
WJA
908
Willis Johnson & Associates
Texas
$18.1M -$627K -1,127 -3%
GVAG
909
Great Valley Advisor Group
Delaware
$18.1M -$1.78M -3,202 -9%
GWM
910
Gray Wealth Management
Maine
$18.1M -$110K -198 -0.6%
TFM
911
Trademark Financial Management
Minnesota
$18.1M +$868K +1,562 +5%
SFG
912
Sovereign Financial Group
Connecticut
$18M -$495K -891 -3%
AMG
913
Asset Management Group
Connecticut
$17.9M +$150K +270 +0.9%
FDP
914
Financiere des Professionnels
Quebec, Canada
$17.8M +$4.14M +7,450 +32%
PWM
915
Praetorian Wealth Management
California
$17.8M +$483K +868 +3%
Bank Julius Baer & Co
916
Bank Julius Baer & Co
Switzerland
$17.8M -$1.31M -2,349 -8%
VHAM
917
Van Hulzen Asset Management
California
$17.8M -$1.17M -2,104 -6%
Victory Capital Management
918
Victory Capital Management
Texas
$17.7M -$36.7M -65,997 -68%
FW
919
Fairway Wealth
Ohio
$17.6M +$1.27M +2,288 +8%
GWM
920
Global Wealth Management
New Jersey
$17.6M +$16.9M +30,450 New
EW
921
Element Wealth
Mississippi
$17.5M -$357K -642 -2%
CIP
922
Capital Insight Partners
Arizona
$17.5M -$215K -387 -1%
SF
923
SWP Financial
California
$17.4M -$3.45M -6,207 -17%
OWA
924
Outlook Wealth Advisors
Texas
$17.4M +$540K +971 +3%
TCA
925
Transcend Capital Advisors
New Jersey
$17.3M -$653K -1,175 -4%

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.