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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
FAM
976
Frontier Asset Management
Wyoming
$15.1M -$310K -558 -2%
VP
977
Verum Partners
North Carolina
$15.1M -$448K -806 -3%
BWS
978
Buck Wealth Strategies
Colorado
$15M -$823K -1,481 -5%
WB
979
WesBanco Bank
West Virginia
$15M +$239K +430 +2%
CWA
980
Centennial Wealth Advisory
Michigan
$15M -$3.23M -5,807 -18%
SWM
981
Scissortail Wealth Management
Oklahoma
$14.9M -$17M -30,512 -99%
BFM
982
Broadview Financial Management
Wisconsin
$14.9M -$395K -711 -3%
HG
983
Harbor Group
New Hampshire
$14.9M +$101K +181 +0.7%
PCM
984
Parsons Capital Management
Rhode Island
$14.9M -$1.18M -2,127 -8%
PGWM
985
Parisi Gray Wealth Management
New Jersey
$14.9M +$327K +588 +2%
CCM
986
Canal Capital Management
Virginia
$14.8M -$742K -1,334 -5%
SFP
987
Shepherd Financial Partners
Massachusetts
$14.8M +$112K +201 +0.8%
WB
988
Webster Bank
Connecticut
$14.8M +$2.26M +4,059 +19%
NB
989
Northwest Bancshares
Pennsylvania
$14.8M -$808K -1,453 -5%
OP
990
ORG Partners
Indiana
$14.7M -$50.6K -91 -0.4%
SAM
991
Secure Asset Management
Michigan
$14.7M +$484K +871 +4%
LSAG
992
Lake Street Advisors Group
New Hampshire
$14.7M +$136K +245 +1%
AA
993
AlphaMark Advisors
Kentucky
$14.6M -$696K -1,251 -5%
AF
994
AtlasMark Financial
Texas
$14.6M +$14.1M +25,317 New
TFF
995
The Family Firm
Maryland
$14.6M +$6.46M +11,610 +6%
TNBTD
996
Trustmark National Bank Trust Department
Mississippi
$14.6M -$20.6K -37 -0.1%
X
997
Xponance
Pennsylvania
$14.6M +$1.77M +3,190 +14%
CT
998
Caldwell Trust
Florida
$14.5M +$896K +1,612 +7%
PA
999
PFG Advisors
Arizona
$14.4M +$1.83M +3,290 +15%
PCA
1000
Providence Capital Advisors
North Carolina
$14.4M +$25K +45 +0.2%

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.