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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
PP
2351
Prosperity Planning
Missouri
$952K -$130K -233 -12%
WAOTB
2352
Wealth Advisors of Tampa Bay
Florida
$949K -$50K -90 -5%
AIS
2353
American Investment Services
Massachusetts
$949K -$36.1K -65 -4%
BMD
2354
Better Money Decisions
New Mexico
$946K -$118K -213 -12%
RCM
2355
RMR Capital Management
California
$945K
SFP
2356
Sandbox Financial Partners
Maryland
$944K +$1.67K +3 +0.2%
PPW
2357
Parcion Private Wealth
Washington
$940K +$4.45K +8 +0.5%
LPP
2358
Life Planning Partners
Florida
$939K -$17.8K -32 -2%
SL
2359
Summitry LLC
California
$937K +$80.6K +145 +10%
BMA
2360
Brooks Moore & Associates
Tennessee
$937K
TWM
2361
Tanager Wealth Management
United Kingdom
$934K +$378K +680 +72%
IFS
2362
Ifrah Financial Services
Arkansas
$931K +$143K +257 +19%
MHWM
2363
Montz Harcus Wealth Management
Louisiana
$930K +$3.34K +6 +0.4%
RRCM
2364
Rappaport Reiches Capital Management
Illinois
$929K
APW
2365
Aurora Private Wealth
New Jersey
$929K +$1.11K +2 +0.1%
HFAS
2366
Hummer Financial Advisory Services
Illinois
$929K
PS
2367
Portfolio Strategies
New York
$928K
BRA
2368
Biechele Royce Advisors
Indiana
$918K -$286K -515 -24%
WKWM
2369
Walter & Keenan Wealth Management
Indiana
$917K
MWM
2370
Meritas Wealth Management
California
$917K
SKK
2371
Shepherd Kaplan Krochuk
Massachusetts
$913K +$40.6K +73 +5%
SSWM
2372
Smith Salley Wealth Management
North Carolina
$912K -$21.1K -38 -2%
LAS
2373
Lloyd Advisory Services
Georgia
$911K -$736K -1,324 -46%
TFA
2374
TPG Financial Advisors
Oregon
$906K +$1.11K +2 +0.1%
MAS
2375
Madden Advisory Services
Florida
$905K +$165K +297 +23%

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.