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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
CCM
2226
Crew Capital Management
Ohio
$1.24M -$373K -670 -24%
CWM
2227
CCG Wealth Management
California
$1.24M -$21.1K -38 -2%
RWA
2228
Roberts Wealth Advisors
California
$1.23M -$15.6K -28 -1%
WLIM
2229
White Lighthouse Investment Management
Massachusetts
$1.23M -$38.9K -70 -3%
SWA
2230
Sightline Wealth Advisors
Connecticut
$1.23M +$106K +191 +10%
AP
2231
Atwood & Palmer
Missouri
$1.22M
SFB
2232
STAR Financial Bank
Indiana
$1.22M -$306K -551 -21%
CS
2233
Cannell & Spears
New York
$1.22M
STB
2234
S&T Bank
Pennsylvania
$1.22M
III
2235
Independent Investors Inc
New York
$1.21M -$22.2K -40 -2%
FWM
2236
FMB Wealth Management
California
$1.21M
YC
2237
Yarbrough Capital
Tennessee
$1.21M
CWMS
2238
Cannon Wealth Management Services
North Carolina
$1.21M +$1.16M +2,095 New
HA
2239
Herold Advisors
New York
$1.21M -$487K -876 -30%
SNBOSD
2240
Security National Bank of So Dak
Iowa
$1.2M +$1.16M +2,087 New
HCA
2241
Harbor Capital Advisors
Illinois
$1.2M +$76.2K +137 +7%
PCI
2242
Planning Center Inc
Illinois
$1.2M +$22.2K +40 +2%
SC
2243
Searle & Co
Connecticut
$1.19M -$132K -238 -10%
BFA
2244
Bragg Financial Advisors
North Carolina
$1.19M +$53.9K +97 +5%
TIA
2245
Tiemann Investment Advisors
California
$1.19M +$131K +236 +13%
SAA
2246
Southeast Asset Advisors
Georgia
$1.19M
BWG
2247
Balanced Wealth Group
Ohio
$1.19M -$330K -594 -22%
VIM
2248
Vista Investment Management
Pennsylvania
$1.19M -$1.67K -3 -0.1%
HC
2249
Hamilton Capital
Ohio
$1.19M +$60K +108 +5%
SPL
2250
Smart Portfolios LLC
Washington
$1.18M -$275K -494 -19%

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.