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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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$279M +$29.4M +52,910 +12%
PIMJS
152
PKO Investment Management Joint-Stock
Poland
$275M -$32M -57,545 -11%
JSW
153
Journey Strategic Wealth
New Jersey
$273M +$2.71M +4,882 +1%
SC
154
Soundwatch Capital
Connecticut
$272M +$257M +461,610 +4,521%
AWS
155
Atria Wealth Solutions
New York
$271M -$5.82M -10,467 -2%
MGIA
156
Moneta Group Investment Advisors
Missouri
$269M +$17M +30,657 +7%
AIA
157
Ally Invest Advisors
North Carolina
$264M +$35.3M +63,542 +16%
IMCOOI
158
Investment Management Corp of Ontario (IMCO)
Canada
$263M +$85.9M +154,500 +51%
Capstone Investment Advisors
159
Capstone Investment Advisors
New York
$263M
HCC
160
Hirtle Callaghan & Co
Pennsylvania
$260M -$13.6M -24,467 -5%
LIA
161
LBMC Investment Advisors
Tennessee
$258M +$681K +1,225 +0.3%
CA
162
Clearstead Advisors
Ohio
$256M +$5.11M +9,190 +2%
AL
163
Aspiriant LLC
California
$254M +$18M +32,303 +8%
AA
164
Ashford Advisors
New York
$251M +$63.4K +114 +0%
BCI
165
Brinker Capital Investments
Pennsylvania
$249M -$57.5M -103,433 -19%
OPS
166
Orion Portfolio Solutions
Nebraska
$249M -$57.5M -103,433 -19%
CFG
167
Citizens Financial Group
Rhode Island
$246M +$6.78M +12,201 +3%
OWM
168
Orgel Wealth Management
Wisconsin
$246M +$11.4M +20,434 +5%
FFA
169
Fragasso Financial Advisors
Pennsylvania
$241M -$169K -304 -0.1%
PA
170
Planning Alternatives
Michigan
$237M -$1.48M -2,656 -0.6%
FWIA
171
Fort Washington Investment Advisors
Ohio
$237M +$6.83M +12,280 +3%
SG Americas Securities
172
SG Americas Securities
New York
$234M +$186M +334,907 +473%
TIA
173
Traphagen Investment Advisors
New Jersey
$232M +$3.89M +6,995 +2%
WT
174
Whittier Trust
California
$230M -$2.63M -4,732 -1%
William Blair & Company
175
William Blair & Company
Illinois
$227M +$7.43M +13,360 +4%

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.