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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
WSWA
1951
Warren Street Wealth Advisors
California
$2.07M -$127K -229 -6%
KWM
1952
Kaydan Wealth Management
Michigan
$2.06M +$206K +371 +12%
CBT
1953
Central Bank & Trust
Kentucky
$2.06M -$6.12K -11 -0.3%
SWM
1954
SeaCrest Wealth Management
New York
$2.06M +$103K +185 +5%
SFC
1955
Strategic Financial Concepts
Texas
$2.06M -$1.18B -2,126,895 -100%
SPA
1956
Sentinel Pension Advisors
Massachusetts
$2.05M +$7.23K +13 +0.4%
BIG
1957
Builder Investment Group
Georgia
$2.04M -$89K -160 -4%
BCM
1958
Beck Capital Management
Texas
$2.04M +$148K +266 +8%
GHA
1959
GW Henssler & Associates
Georgia
$2.04M +$308K +554 +19%
TL
1960
Tradewinds LLC
North Carolina
$2.03M +$4.45K +8 +0.2%
ITIM
1961
Indiana Trust & Investment Management
Indiana
$2.03M +$10.6K +19 +0.5%
FTC
1962
Farmers Trust Company
Ohio
$2.03M -$21.1K -38 -1%
TA
1963
Teramo Advisors
Florida
$2.02M – – –
LFG
1964
Lazard Frères Gestion
France
$2.02M – – –
MCM
1965
Maple Capital Management
Vermont
$2.01M -$61.7K -111 -3%
HAS
1966
HBW Advisory Services
California
$2.01M +$1.66M +2,983 +590%
GD
1967
Grandfield & Dodd
New York
$2.01M +$453K +815 +30%
WRPWM
1968
Werba Rubin Papier Wealth Management
California
$2.01M +$581K +1,045 +43%
PCM
1969
Palisade Capital Management
New Jersey
$2M +$42.3K +76 +2%
PFM
1970
Peak Financial Management
Massachusetts
$1.99M -$168K -302 -8%
PPA
1971
Painted Porch Advisors
California
$1.99M -$18.3K -33 -0.9%
JIR
1972
James Investment Research
Ohio
$1.97M -$197K -354 -9%
HF
1973
HRT Financial
New York
$1.97M +$1.9M +3,414 New
GFL
1974
Granite FO LLC
New Hampshire
$1.97M – – –
OWA
1975
Octavia Wealth Advisors
Ohio
$1.97M +$102K +184 +6%
77 78
79
80 81

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.