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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
Vanguard Group
951
Vanguard Group
Pennsylvania
$16.3M +$1.3M +2,338 +9%
SC
952
Sierra Capital
Florida
$16.3M +$810K +1,456 +5%
UCB
953
United Community Bank
South Carolina
$16.3M -$72.8K -131 -0.5%
BWM
954
BCGM Wealth Management
Indiana
$16.2M -$188K -339 -1%
HCM
955
Highview Capital Management
Illinois
$16.1M +$453K +814 +3%
IWMWV
956
Ironwood Wealth Management (West Virginia)
West Virginia
$16.1M -$260K -467 -2%
EFA
957
Evernest Financial Advisors
Indiana
$15.9M -$534K -960 -3%
TNB
958
Thomasville National Bank
Georgia
$15.9M +$123K +221 +0.8%
CTA
959
Chesley Taft & Associates
Illinois
$15.9M -$1.54M -2,771 -9%
CSPIA
960
Cary Street Partners Investment Advisory
Virginia
$15.9M -$106K -191 -0.7%
SGCA
961
Steel Grove Capital Advisors
Tennessee
$15.8M +$254K +456 +2%
NAS
962
NWF Advisory Services
California
$15.8M +$1.03M +1,856 +7%
TWM
963
TSA Wealth Management
Texas
$15.8M -$502K -903 -3%
BCA
964
Bay Colony Advisors
Massachusetts
$15.7M +$73.9K +133 +0.5%
FPAS
965
Focus Partners Advisor Solutions
Missouri
$15.7M +$30K +54 +0.2%
MFT
966
Moisand Fitzgerald Tamayo
Florida
$15.5M -$380K -684 -2%
BAM
967
Belpointe Asset Management
Nevada
$15.5M +$7.53M +13,540 +101%
PP
968
Passaic Partners
New Jersey
$15.5M -$2.53M -4,545 -14%
OCM
969
Objective Capital Management
Ohio
$15.4M +$14.9M +26,742 New
TCA
970
Trifecta Capital Advisors
Illinois
$15.3M +$287K +517 +2%
BPCE
971
Bank Pictet & Cie (Europe)
Germany
$15.3M
BCM
972
BTC Capital Management
Iowa
$15.3M +$230K +414 +2%
V
973
VeraBank
Texas
$15.2M +$297K +534 +2%
HR
974
Hardy Reed
Mississippi
$15.2M -$86.7K -156 -0.6%
SSW
975
Smith Shellnut Wilson
Mississippi
$15.2M -$1.14M -2,046 -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.