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iShares Core S&P 500 ETF
IVV

3,205 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, 1,211 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: 1,211

9% more capital invested

Capital invested by funds: $362B → $395B (+$32.5B)

3% more funds holding

Funds holding: 3,118 → 3,205 (+87)

2% more funds holding in top 10

Funds holding in top 10: 1,010 → 1,032 (+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
3,205
Holders Change
+87
Holders Change %
+2.79%
% of All Funds
46%
Holding in Top 10
1,032
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.18%
% of All Funds
14.81%
New
179
Increased
1,376
Reduced
1,211
Closed
60
Calls
$826M
Puts
$810M
Net Calls
+$16.3M
Net Calls Change
+$145M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$5.69B
2
Bank of America
Bank of America
North Carolina
+$5.18B
3
Squarepoint
Squarepoint
New York
+$3B
4
Morgan Stanley
Morgan Stanley
New York
+$1.74B
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.22B

Top Sellers

Rank Fund Capital Flow
1
CM
Capula Management
Cayman Islands
-$4.8B
2
SFC
Strategic Financial Concepts
Texas
-$1.18B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$778M
4
LWM
Liberty Wealth Management
California
-$719M
5
Goldman Sachs
Goldman Sachs
New York
-$709M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1776
Napatree Capital
Rhode Island
$2.8M +$37.3K +67 +1%
AFA
1777
American Financial Advisors
Georgia
$2.8M -$118K -212 -4%
GWA
1778
Gratus Wealth Advisors
Virginia
$2.8M +$8.9K +16 +0.3%
SIMG
1779
Sonora Investment Management Group
Arizona
$2.8M +$167K +301 +7%
MWA
1780
Monograph Wealth Advisors
California
$2.79M +$1.89M +3,400 +237%
VPIM
1781
Vanguard Personalized Indexing Management
California
$2.79M -$23.4K -42 -0.9%
TAM
1782
Titleist Asset Management
Texas
$2.78M +$14.5K +26 +0.5%
CFB
1783
Cullen/Frost Bankers
Texas
$2.78M +$233K +419 +10%
AF
1784
Alerus Financial
North Dakota
$2.78M -$1.11K -2 -0%
KBFS
1785
Kohmann Bosshard Financial Services
Ohio
$2.77M – – –
TCOT
1786
Trust Company of Tennessee
Tennessee
$2.77M +$90.1K +162 +3%
RMDI
1787
R.M. Davis Inc
Maine
$2.77M -$100K -180 -4%
LNWWM
1788
Laird Norton Wetherby Wealth Management
California
$2.77M +$232K +417 +10%
MCM
1789
Mengis Capital Management
Oregon
$2.76M +$87.8K +158 +3%
HFS
1790
Howard Financial Services
Texas
$2.76M +$1.11K +2 +0%
TPA
1791
Trivium Point Advisory
Connecticut
$2.75M +$1.5M +2,694 +143%
GCM
1792
Gallacher Capital Management
Colorado
$2.74M +$2.22K +4 +0.1%
KP
1793
Keel Point
Alabama
$2.74M +$117K +210 +5%
GIA
1794
Goodwin Investment Advisory
Georgia
$2.73M – – –
DC
1795
Darrow Company
Massachusetts
$2.73M -$23.9K -43 -0.9%
AFA
1796
Arlington Financial Advisors
California
$2.73M +$43.9K +79 +2%
GI
1797
GAMMA Investing
California
$2.73M +$96.7K +174 +4%
SA
1798
SRH Advisors
Kansas
$2.7M – – –
MHC
1799
Meyer Handelman Company
New York
$2.69M – – –
ACA
1800
Ackerman Capital Advisors
Texas
$2.69M -$478K -860 -16%
70 71
72
73 74

IVV Hedge Fund Activity: Q3 2024 in Review

3,205 of the 6,967 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 1,211 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.

  • 3,205 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2024, up from 3,118 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.