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iShares Core S&P 500 ETF
IVV

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: 3,117 → 3,204 (+87)

2% more funds holding in top 10

Funds holding in top 10: 1,009 → 1,031 (+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

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
FMTC
2201
Farmers & Merchants Trust Company
California
$1.32M -$51.7K -93 -4%
HNWA
2202
Henrickson Nauta Wealth Advisors
Michigan
$1.32M -$533K -958 -30%
HGERS
2203
Householder Group Estate & Retirement Specialist
Arizona
$1.31M -$51.7K -93 -4%
MCM
2204
Mendel Capital Management
Arkansas
$1.31M +$13.9K +25 +1%
FWA
2205
FSC Wealth Advisors
New York
$1.3M +$107K +192 +9%
VCAM
2206
Van Cleef Asset Management
Ohio
$1.3M -$45K -81 -3%
RP
2207
Reinhart Partners
Wisconsin
$1.29M – – –
CWMGP
2208
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.29M +$1.67K +3 +0.1%
CCA
2209
Criterion Capital Advisors
Tennessee
$1.29M – – –
FBT
2210
First Bank & Trust
South Dakota
$1.29M +$104K +187 +9%
AA
2211
Advisory Alpha
Michigan
$1.28M +$128K +231 +12%
IPW
2212
Intergy Private Wealth
Colorado
$1.28M -$8.34K -15 -0.7%
W
2213
Wealthquest
Ohio
$1.28M -$6.67K -12 -0.5%
OHIS
2214
Oak Harvest Investment Services
Texas
$1.28M -$13.3K -24 -1%
AMCA
2215
Arthur M. Cohen & Associates
Illinois
$1.27M +$3.89K +7 +0.3%
FWM
2216
Focused Wealth Management
New York
$1.27M -$1.11K -2 -0.1%
BDFN
2217
Bond & Devick Financial Network
Minnesota
$1.26M – – –
RFG
2218
Range Financial Group
Oregon
$1.25M -$186K -334 -13%
RIM
2219
RW Investment Management
Idaho
$1.25M – – –
1WA
2220
180 Wealth Advisors
Washington
$1.25M -$96.7K -174 -7%
WAS
2221
Wealth Advisory Solutions
Indiana
$1.25M +$7.78K +14 +0.7%
SF
2222
Safeguard Financial
Wisconsin
$1.25M +$641K +1,152 +114%
CFCI
2223
Comprehensive Financial Consultants Institutional
Indiana
$1.24M – – –
CKAIS
2224
Christensen King & Associates Investment Services
Washington
$1.24M +$556 +1 +0%
AI
2225
Axiom Investors
Connecticut
$1.24M -$919K -1,653 -44%
87 88
89
90 91

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.