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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
GIA
1826
GHP Investment Advisors
Colorado
$2.58M +$7.23K +13 +0.3%
HH
1827
Hilltop Holdings
Texas
$2.57M +$176K +316 +8%
LCM
1828
Lazari Capital Management
California
$2.57M -$434K -780 -15%
BA
1829
Bridge Advisory
California
$2.56M -$61.7K -111 -2%
CF
1830
Centaurus Financial
California
$2.55M -$4.5M -8,087 -65%
WE
1831
Wealth Effects
Massachusetts
$2.55M – – –
SCTC
1832
Sanibel Captiva Trust Company
Florida
$2.55M – – –
BMO
1833
Beck Mack & Oliver
New York
$2.54M – – –
TYCC
1834
Texas Yale Capital Corp
Florida
$2.53M +$1.3M +2,330 +113%
ACM
1835
AlphaStar Capital Management
North Carolina
$2.53M -$119K -214 -5%
PCMF
1836
Private Capital Management (Florida)
Florida
$2.53M +$297K +535 +14%
OPWM
1837
Oxinas Partners Wealth Management
Indiana
$2.52M -$556 -1 -0%
BSHC
1838
Breed's Hill Capital
Massachusetts
$2.51M – – –
SWM
1839
StoneCrest Wealth Management
Arizona
$2.5M -$133K -240 -5%
VCM
1840
Virtue Capital Management
Tennessee
$2.5M +$1.67K +3 +0.1%
ICM
1841
Islay Capital Management
Texas
$2.5M -$61.2K -110 -2%
CPA
1842
Court Place Advisors
Maryland
$2.5M – – –
SWA
1843
SOA Wealth Advisors
New York
$2.5M -$163K -294 -6%
SEM
1844
Strategic Equity Management
Arizona
$2.49M +$143K +258 +6%
SMA
1845
Sage Mountain Advisors
Georgia
$2.49M -$12.2K -22 -0.5%
CA
1846
CapWealth Advisors
Tennessee
$2.49M – – –
FPB
1847
First PREMIER Bank
South Dakota
$2.48M +$533K +959 +29%
LWANC
1848
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.47M -$64.5K -116 -3%
AWM
1849
Aprio Wealth Management
Georgia
$2.47M -$242K -435 -9%
KAM
1850
Knightsbridge Asset Management
California
$2.47M – – –
72 73
74
75 76

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.