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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
WFA
176
Wellspring Financial Advisors
Ohio
$226M +$8.29M +14,902 +4%
TLIC
177
Taiyo Life Insurance Company
Japan
$222M
EIG
178
Ellenbecker Investment Group
Wisconsin
$222M +$1.83M +3,293 +0.9%
FMII
179
Farmers & Merchants Investments Inc
Nebraska
$222M +$1.16M +2,087 +0.5%
HW
180
Hancock Whitney
Mississippi
$220M -$625K -1,124 -0.3%
VIA
181
Vantagepoint Investment Advisers
District of Columbia
$219M +$51.1M +91,820 +32%
Wolverine Trading
182
Wolverine Trading
Illinois
$219M +$19.7M +35,502 +10%
TFO
183
Tarbox Family Office
California
$219M -$587K -1,056 -0.3%
NRI
184
NFP Retirement Inc
California
$218M -$2.05M -3,691 -1%
CCMG
185
Clark Capital Management Group
Pennsylvania
$217M -$150M -269,718 -42%
RWM
186
RKL Wealth Management
Pennsylvania
$217M +$5.05M +9,085 +2%
BP
187
Ballentine Partners
Massachusetts
$217M -$6.78M -12,199 -3%
Kovitz Investment Group Partners
188
Kovitz Investment Group Partners
Illinois
$215M +$79M +142,124 +48%
SCM
189
Steele Capital Management
Iowa
$214M +$21.8M +39,148 +12%
DWA
190
Divergent Wealth Advisors
Utah
$214M -$1.82M -3,277 -0.9%
AIIMS
191
Analyst IMS Investment Management Services
Israel
$213M -$20.4M -36,606 -9%
Sumitomo Mitsui Trust Group
192
Sumitomo Mitsui Trust Group
Japan
$212M +$72.8M +131,003 +55%
PAG
193
Private Advisor Group
New Jersey
$212M +$21.6M +38,842 +12%
MWA
194
Midland Wealth Advisors
Illinois
$211M -$9.85M -17,709 -5%
IWC
195
Integrated Wealth Concepts
Massachusetts
$209M -$5.98M -10,755 -3%
Wellington Management Group
196
Wellington Management Group
Massachusetts
$209M -$5.49M -9,882 -3%
Mitsubishi UFJ Trust & Banking
197
Mitsubishi UFJ Trust & Banking
Japan
$209M -$14.4M -25,850 -7%
Daiwa Securities Group
198
Daiwa Securities Group
Japan
$208M +$51.9M +93,404 +37%
FTWA
199
Fifth Third Wealth Advisors
Ohio
$206M +$37.5M +67,472 +23%
HSBC Holdings
200
HSBC Holdings
United Kingdom
$205M -$5.97M -10,733 -3%

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.