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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
DWA
2376
Delap Wealth Advisory
Oregon
$903K -$2.78K -5 -0.3%
PWA
2377
Prairie Wealth Advisors
Nebraska
$902K -$364K -654 -29%
AP
2378
Adero Partners
California
$901K -$79K -142 -8%
MMPW
2379
Mitchell McLeod Pugh & Williams
Alabama
$899K -$118K -212 -12%
CCG
2380
Ceeto Capital Group
Florida
$898K
RAM
2381
Ramirez Asset Management
New York
$897K
WFA
2382
Wade Financial Advisory
California
$895K +$61.7K +111 +8%
TVAMP
2383
Tennessee Valley Asset Management Partners
Tennessee
$895K -$31.7K -57 -4%
CCM
2384
Colorado Capital Management
Colorado
$894K -$192K -345 -18%
DFA
2385
DHJJ Financial Advisors
Illinois
$893K -$20K -36 -2%
JFGLC
2386
Johnson Financial Group LLC (Colorado)
Colorado
$891K +$319K +573 +59%
Wealthfront Advisers
2387
Wealthfront Advisers
California
$889K -$188K -338 -18%
CANC
2388
Culbertson A N & Co
Virginia
$889K -$22.2K -40 -3%
AGP
2389
Autumn Glory Partners
Texas
$888K
MWA
2390
MN Wealth Advisors
Kansas
$887K -$11.1K -20 -1%
LMKC
2391
L.M. Kohn & Company
Ohio
$886K +$217K +391 +34%
SWM
2392
Shakespeare Wealth Management
Wisconsin
$883K +$2.78K +5 +0.3%
HIP
2393
Harrell Investment Partners
Texas
$882K -$152K -273 -15%
WAM
2394
Worth Asset Management
Texas
$880K
AHIA
2395
Andrew Hill Investment Advisors
Florida
$876K -$3.89K -7 -0.5%
VV
2396
Verity & Verity
South Carolina
$876K +$578K +1,040 +218%
RC
2397
Reik & Co
New York
$874K
RCS
2398
Retirement Capital Strategies
California
$872K
RWM
2399
Revisor Wealth Management
Ohio
$870K +$839K +1,509 New
WWM
2400
WT Wealth Management
Arizona
$868K -$5.56K -10 -0.7%

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.