We are live on ! Find out more
IVV icon

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
CCM
101
Coldstream Capital Management
Washington
$432M +$24.9M +44,720 +6%
NA
102
NewEdge Advisors
Louisiana
$432M +$20.6M +37,104 +5%
SAM
103
Simplify Asset Management
Nevada
$429M +$23.4M +42,003 +6%
UMC
104
UNC Management Company
North Carolina
$428M +$412M +741,832 New
NMIMC
105
Northwestern Mutual Investment Management Company
Wisconsin
$425M +$292M +525,700 +249%
Stifel Financial
106
Stifel Financial
Missouri
$419M -$16M -28,817 -4%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$414M +$16.4M +29,447 +4%
BBHC
108
Brown Brothers Harriman & Co
New York
$410M +$82.5M +148,435 +26%
SGI
109
Swan Global Investments
Colorado
$410M -$2.22M -4,000 -0.6%
Voloridge Investment Management
110
Voloridge Investment Management
Florida
$401M +$387M +696,000 New
CFG
111
CKW Financial Group
Hawaii
$391M +$419K +753 +0.1%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$387M +$29.7M +53,415 +9%
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$383M -$56.8M -102,105 -13%
PA
114
Parallel Advisors
California
$379M +$10.4M +18,716 +3%
CWM
115
Circle Wealth Management
New Jersey
$378M +$157K +282 +0%
SIC
116
Sigma Investment Counselors
Michigan
$377M +$4.82M +8,662 +1%
AHSW
117
Adventist Health System West
California
$377M
NAM
118
Nissay Asset Management
Japan
$375M +$132M +236,527 +57%
DWM
119
Dynasty Wealth Management
Florida
$369M -$9.48M -17,043 -3%
RIG
120
RiverFront Investment Group
Virginia
$369M +$8.05M +14,472 +2%
HWA
121
Heritage Wealth Advisors
Virginia
$367M -$5.05M -9,087 -1%
EW
122
Evoke Wealth
California
$365M +$351M +630,510 +39,730%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$359M -$13.1M -23,629 -4%
MMI
124
Matson Money Inc
Ohio
$358M
CWM
125
Cahaba Wealth Management
Georgia
$357M +$1.79M +3,219 +0.5%

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.