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iShares Core S&P 500 ETF
IVV

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: 3,117 → 3,204 (+87)

2% more funds holding in top 10

Funds holding in top 10: 1,009 → 1,031 (+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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$5.69B
2
Bank of America
Bank of America
North Carolina
+$5.18B
3
Squarepoint
Squarepoint
New York
+$3B
4
Morgan Stanley
Morgan Stanley
New York
+$1.74B
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.22B

Top Sellers

Rank Fund Capital Flow
1
CM
Capula Management
Cayman Islands
-$4.8B
2
SFC
Strategic Financial Concepts
Texas
-$1.18B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$778M
4
LWM
Liberty Wealth Management
California
-$719M
5
Goldman Sachs
Goldman Sachs
New York
-$709M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Alesco Advisors
New York
$760M +$1.12M +2,023 +0.2%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$748M +$99.6M +179,080 +16%
Brown Advisory
78
Brown Advisory
Maryland
$735M +$5.76M +10,368 +0.8%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$690M +$57.9M +104,089 +10%
FHB
80
First Hawaiian Bank
Hawaii
$685M -$36.3M -65,373 -5%
AssetMark Inc
81
AssetMark Inc
California
$680M +$582M +1,046,567 +788%
RFC
82
Regions Financial Corp
Alabama
$625M -$22.5M -40,428 -4%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$603M +$14.4M +25,930 +3%
PPFA
84
Provida Pension Fund Administrator
Chile
$603M +$203M +364,820 +54%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$600M -$20.2M -36,385 -3%
NPT
86
National Philanthropic Trust
Pennsylvania
$597M +$32.7M +58,784 +6%
UCFA
87
United Capital Financial Advisors
Texas
$582M -$49.6M -89,170 -8%
Comerica Bank
88
Comerica Bank
Texas
$579M -$4.22M -7,582 -0.7%
Bessemer Group
89
Bessemer Group
New Jersey
$559M -$82.1M -147,744 -13%
FLPIM
90
F.L. Putnam Investment Management
Massachusetts
$546M +$19.7M +35,444 +4%
Franklin Resources
91
Franklin Resources
California
$541M +$1.18M +2,119 +0.2%
Principal Financial Group
92
Principal Financial Group
Iowa
$528M -$2.81M -5,045 -0.5%
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$519M +$17.8M +32,030 +4%
WA
94
Waverly Advisors
Alabama
$500M +$22.7M +40,891 +5%
MYLI
95
Meiji Yasuda Life Insurance
Japan
$495M +$65.2M +117,235 +16%
LWIC
96
Leith Wheeler Investment Counsel
British Columbia, Canada
$477M -$1.87M -3,366 -0.4%
CM
97
Churchill Management
California
$467M +$711K +1,278 +0.2%
TIAA Trust, National Association
98
TIAA Trust, National Association
North Carolina
$455M -$27.4M -49,321 -6%
BOF
99
Bank of Finland
Finland
$450M +$1.68M +3,014 +0.4%
JFGIW
100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$442M +$6.24M +11,218 +1%
2 3
4
5 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.