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
Barclays
126
Barclays
United Kingdom
$356M +$312M +561,132 +1,001%
KAS
127
Kestra Advisory Services
Texas
$352M -$25.3M -45,511 -7%
TI
128
Truepoint Inc
Ohio
$351M -$3.41M -6,136 -1%
TI
129
Tidal Investments
Wisconsin
$348M +$56.4M +101,431 +20%
GF
130
Genworth Financial
Virginia
$347M
QWP
131
Quotient Wealth Partners
Texas
$344M +$8.15M +14,662 +3%
FCH
132
Freestone Capital Holdings
Washington
$341M +$21.9M +39,386 +7%
EH
133
Equitable Holdings
New York
$334M +$4.27M +7,671 +1%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$327M -$42.6M -76,617 -12%
SA
135
Sanctuary Advisors
Indiana
$325M -$42.6M -76,617 -12%
UB
136
UMB Bank
Missouri
$320M -$587K -1,056 -0.2%
SLI
137
Sumitomo Life Insurance
Japan
$320M
AC
138
AMS Capital
Brazil
$315M +$60.6M +108,944 +25%
MSDF
139
Michael & Susan Dell Foundation
New York
$313M +$301M +542,104 New
State Street
140
State Street
Massachusetts
$304M +$1.38M +2,475 +0.5%
SLF
141
Sun Life Financial
Ontario, Canada
$304M -$3.88M -6,986 -1%
AWE
142
Avidian Wealth Enterprises
Texas
$302M +$8.65M +15,561 +3%
KA
143
Klingman & Associates
New York
$301M +$5.31M +9,557 +2%
COCM
144
Charter Oak Capital Management
New Hampshire
$299M +$7.75M +13,946 +3%
NFA
145
Nationwide Fund Advisors
Ohio
$293M +$283M +508,327 New
JC
146
JB Capital
Connecticut
$291M -$19.9M -35,749 -7%
HHGA
147
Halbert Hargrove Global Advisors
California
$291M -$955K -1,717 -0.3%
LWMT
148
Legacy Wealth Management (Tennessee)
Tennessee
$291M +$4.8M +8,624 +2%
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$288M -$76.7M -137,860 -22%
GFG
150
GR Financial Group
Arizona
$285M +$275M +493,804 New

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.