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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
CWM
2176
Cabot Wealth Management
Massachusetts
$1.37M +$206K +371 +18%
BWM
2177
Birchcreek Wealth Management
Ohio
$1.37M -$132K -238 -9%
MHB
2178
Midwest Heritage Bank
Iowa
$1.37M
SW
2179
SkyOak Wealth
Michigan
$1.36M -$46.1K -83 -3%
AIM
2180
Athena Investment Management
California
$1.36M
AFG
2181
ABLE Financial Group
Arizona
$1.36M +$57.8K +104 +5%
HWP
2182
Highline Wealth Partners
California
$1.36M -$15K -27 -1%
CA
2183
Corrado Advisors
New Jersey
$1.36M -$65.1K -117 -5%
HFS
2184
HBC Financial Services
Washington
$1.36M -$29.5K -53 -2%
KIM
2185
Kestra Investment Management
Texas
$1.36M +$810K +1,457 +163%
AAS
2186
Asset Allocation Strategies
Michigan
$1.35M +$1.09M +1,960 +514%
SA
2187
Skyline Advisors
Washington
$1.35M +$1.3M +2,339 New
BA
2188
Ballast Advisors
Minnesota
$1.35M -$124K -223 -9%
EFG
2189
Embree Financial Group
Illinois
$1.35M -$3.89K -7 -0.3%
BOM
2190
Bank of Marin
California
$1.34M +$226K +407 +21%
MIC
2191
Means Investment Company
Maine
$1.34M +$94K +169 +8%
LHWM
2192
Lake Hills Wealth Management
Texas
$1.34M
CAL
2193
Capital Advisors Ltd
Ohio
$1.34M
GWA
2194
Geometric Wealth Advisors
District of Columbia
$1.34M +$247K +445 +24%
KIG
2195
Kowal Investment Group
Wisconsin
$1.34M -$94.5K -170 -7%
DWP
2196
Destiny Wealth Partners
Florida
$1.34M -$54.5K -98 -4%
SCM
2197
Seascape Capital Management
New Hampshire
$1.33M +$1.67K +3 +0.1%
RW
2198
REDW Wealth
New Mexico
$1.33M -$108K -195 -8%
WTA
2199
Washington Trust Advisors
Massachusetts
$1.33M
CIA
2200
Cape Investment Advisory
Georgia
$1.32M +$465K +837 +58%

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.