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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
PCMC
2326
Private Capital Management (Colorado)
Colorado
$1.01M +$6.67K +12 +0.7%
CBB
2327
Citizens Business Bank
California
$1.01M
JE
2328
JMAC Enterprises
Pennsylvania
$1.01M -$4.45K -8 -0.5%
TAM
2329
Tocqueville Asset Management
New York
$1M -$2.78K -5 -0.3%
NFA
2330
Northwest Financial Advisors
Virginia
$1M -$36.7K -66 -4%
IWN
2331
Independent Wealth Network
Iowa
$1M +$83.4K +150 +9%
AT
2332
Avalon Trust
New Mexico
$1M +$861K +1,548 +815%
TWM
2333
Trinity Wealth Management
Pennsylvania
$1M +$46.1K +83 +5%
FNBTCON
2334
First National Bank & Trust Co of Newtown
Pennsylvania
$998K +$137K +247 +17%
ST
2335
Spinnaker Trust
Maine
$997K
BFG
2336
Bouchey Financial Group
New York
$996K -$22.8K -41 -2%
AWMS
2337
Advocacy Wealth Management Services
Georgia
$996K
CCT
2338
Capital City Trust
Florida
$996K +$112K +202 +13%
AFO
2339
Arrowroot Family Office
California
$995K -$19.5K -35 -2%
RZH
2340
Relyea Zuckerberg Hanson
Connecticut
$993K
CG
2341
CFO4Life Group
Texas
$985K +$414K +744 +77%
TCCM
2342
Timber Creek Capital Management
Massachusetts
$984K
GL
2343
Gerber LLC
Ohio
$982K +$556 +1 +0.1%
WIM
2344
Waverton Investment Management
United Kingdom
$978K
KFP
2345
Keener Financial Planning
Texas
$973K
HSG
2346
Helen Stephens Group
Texas
$973K +$3.89K +7 +0.4%
PMG
2347
ProVise Management Group
Florida
$973K -$141K -254 -13%
RIL
2348
Rothschild Investment LLC
Illinois
$970K +$519K +933 +125%
MWA
2349
Muirfield Wealth Advisors
North Carolina
$967K -$75.6K -136 -8%
IWS
2350
Insight Wealth Strategies
California
$966K -$12.8K -23 -1%

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.