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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
HIS
2251
Harvest Investment Services
Illinois
$1.18M +$39.5K +71 +4%
WFA
2252
Wells Financial Advisors
Massachusetts
$1.17M -$945K -1,699 -45%
RIM
2253
Redwood Investment Management
Arizona
$1.17M +$40.6K +73 +4%
LRIA
2254
Leonard Rickey Investment Advisors
Washington
$1.17M -$42.8K -77 -4%
GWM
2255
Gibbs Wealth Management
Georgia
$1.17M -$5K -9 -0.4%
HCP
2256
Hardin Capital Partners
South Carolina
$1.17M -$25K -45 -2%
CCP
2257
Clarity Capital Partners
California
$1.17M +$55K +99 +5%
LA
2258
LexAurum Advisors
Kansas
$1.16M -$125K -224 -10%
CAM
2259
Cozad Asset Management
Illinois
$1.16M +$2.22K +4 +0.2%
TI
2260
Trexquant Investment
Connecticut
$1.16M +$183K +329 +20%
HWA
2261
HHM Wealth Advisors
Tennessee
$1.16M -$720K -1,295 -39%
RK
2262
Rather & Kittrell
Tennessee
$1.16M
MS
2263
Madden Securities
Texas
$1.15M -$225K -405 -17%
SC
2264
Stephens Consulting
Michigan
$1.15M -$2.78K -5 -0.3%
SIA
2265
Strategic Investment Advisors
Michigan
$1.15M -$70.6K -127 -6%
GI
2266
GLOBALT Investments
Georgia
$1.15M
MFGM
2267
Marshall Financial Group (Maryland)
Maryland
$1.15M +$607K +1,091 +122%
VCM
2268
Violich Capital Management
California
$1.15M +$41.7K +75 +4%
DW
2269
Dodds Wealth
Colorado
$1.14M -$30K -54 -3%
BFIM
2270
Beese Fulmer Investment Management
Ohio
$1.14M +$353K +634 +47%
FSA
2271
Fort Sheridan Advisors
Illinois
$1.14M +$16.1K +29 +1%
SBF
2272
Sara-Bay Financial
Florida
$1.14M -$355K -638 -24%
BWM
2273
Brophy Wealth Management
New Hampshire
$1.14M +$1.1M +1,972 New
ACM
2274
Ardent Capital Management
Ohio
$1.13M
PGWM
2275
Pitti Group Wealth Management
New York
$1.13M

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.