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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
DC
926
Destiny Capital
Colorado
$17.3M +$1.8M +3,233 +12%
Legal & General Group
927
Legal & General Group
United Kingdom
$17.3M
GWP
928
Gateway Wealth Partners
Wisconsin
$17.3M +$862K +1,551 +5%
MWP
929
Madison Wealth Partners
Wisconsin
$17.1M +$432K +777 +3%
AIM
930
Acropolis Investment Management
Missouri
$17.1M -$23.9K -43 -0.1%
CWM
931
Centurion Wealth Management
Virginia
$17M +$16.4M +29,519 New
SWP
932
SIMA Wealth Partners
Virginia
$17M +$1.34M +2,416 +9%
Tudor Investment Corp
933
Tudor Investment Corp
Connecticut
$17M +$7.64M +13,735 +88%
CPW
934
Catalyst Private Wealth
California
$16.9M +$854K +1,536 +6%
Retirement Systems of Alabama
935
Retirement Systems of Alabama
Alabama
$16.9M -$87.8K -158 -0.5%
SEIA
936
Signature Estate & Investment Advisors
California
$16.8M +$282K +507 +2%
WA
937
WBH Advisory
Maryland
$16.8M +$855K +1,537 +6%
OCM
938
Orion Capital Management
California
$16.7M +$1.76M +3,171 +12%
PFA
939
Pinnacle Family Advisors
Missouri
$16.7M -$2.2M -3,951 -12%
XF
940
XML Financial
Maryland
$16.7M +$988K +1,777 +7%
AL
941
ADE LLC
Maryland
$16.7M -$183K -329 -1%
SAF
942
Smith Anglin Financial
Texas
$16.7M -$60.4M -108,631 -79%
FFW
943
Fusion Family Wealth
New York
$16.6M +$749K +1,347 +5%
HCM
944
Hengehold Capital Management
Ohio
$16.6M -$105K -189 -0.7%
WWM
945
Wiser Wealth Management
Georgia
$16.6M +$1.99M +3,577 +14%
Macquarie Group
946
Macquarie Group
Australia
$16.5M +$15.9M +28,630 New
PCA
947
Pallas Capital Advisors
Massachusetts
$16.5M -$469K -843 -3%
JWM
948
Jackson Wealth Management
Florida
$16.4M +$6.81M +12,248 +76%
TMWM
949
Taylor & Morgan Wealth Management
Michigan
$16.4M -$41.7K -75 -0.3%
MPWT
950
MassMutual Private Wealth & Trust
Connecticut
$16.3M +$833K +1,499 +6%

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.