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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
SAS
1001
SMI Advisory Services
Indiana
$14.4M +$230K +413 +2%
CCT
1002
Chemung Canal Trust
New York
$14.3M -$2.7M -4,859 -16%
AHC
1003
Anderson Hoagland & Co
Missouri
$14.3M -$85.6K -154 -0.6%
MBT
1004
Montecito Bank & Trust
California
$14.3M -$2.78K -5 -0%
SAM
1005
Summit Asset Management
Tennessee
$14.3M +$2.2M +3,964 +19%
JFG
1006
JDM Financial Group
Texas
$14.3M -$4.17M -7,495 -23%
LFS
1007
Lutz Financial Services
Nebraska
$14.3M -$455K -818 -3%
GWMIA
1008
Global Wealth Management Investment Advisory
Florida
$14.1M +$325K +584 +2%
PM
1009
Pembroke Management
Quebec, Canada
$14.1M +$188K +339 +1%
Empower Advisory Group
1010
Empower Advisory Group
Colorado
$14.1M +$1.24M +2,237 +10%
GAM
1011
Gould Asset Management
California
$14.1M -$153K -275 -1%
CFS
1012
CRA Financial Services
New Jersey
$14M +$75.6K +136 +0.6%
CTC
1013
Central Trust Company
Missouri
$14M -$118K -212 -0.9%
P
1014
Pitcairn
Pennsylvania
$14M -$67.8K -122 -0.5%
ECM
1015
Evergreen Capital Management
Washington
$14M -$180K -323 -1%
ABC
1016
Associated Banc-Corp
Wisconsin
$13.9M +$345K +621 +3%
PVI
1017
Pine Valley Investments
New Jersey
$13.9M -$162K -292 -1%
EFM
1018
E Fund Management
China
$13.9M +$745K +1,340 +6%
EFMH
1019
E Fund Management (HK)
Hong Kong
$13.9M +$745K +1,340 +6%
SCP
1020
Silverleafe Capital Partners
Tennessee
$13.9M -$245K -441 -2%
DIM
1021
Delta Investment Management
California
$13.8M +$3.05M +5,478 +30%
CHA
1022
Cooper/Haims Advisors
New York
$13.8M -$67.3K -121 -0.5%
MWM
1023
McNaughton Wealth Management
California
$13.8M -$304K -546 -2%
FG
1024
Fairman Group
Pennsylvania
$13.8M +$60.6K +109 +0.5%
AAM
1025
Aureus Asset Management
Massachusetts
$13.8M -$386K -694 -3%

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.