We are live on ! Find out more
IVV icon

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
UID
2401
Union Investments & Development
Israel
$868K
ULWM
2402
Upper Left Wealth Management
Florida
$867K -$76.7K -138 -8%
CWG
2403
Crown Wealth Group
North Carolina
$866K -$2.15M -3,867 -72%
AAM
2404
American Asset Management
Florida
$865K
PWP
2405
Principle Wealth Partners
Connecticut
$863K +$67.8K +122 +9%
VC
2406
Veracity Capital
Georgia
$861K -$59.5K -107 -7%
CA
2407
Calton & Associates
Florida
$861K -$44.5K -80 -5%
RFP
2408
Root Financial Partners
California
$860K +$330K +593 +66%
PS
2409
Planned Solutions
California
$859K +$556 +1 +0.1%
SP
2410
Sequent Planning
Nebraska
$859K -$52.8K -95 -6%
WIA
2411
Westbourne Investment Advisors
Maryland
$858K +$1.11K +2 +0.1%
OS
2412
Objectivity Squared
South Carolina
$855K -$507K -911 -38%
DI
2413
DDFG Inc
California
$854K +$28.9K +52 +4%
HCP
2414
Hexagon Capital Partners
Arkansas
$854K -$31.7K -57 -4%
NA
2415
Navellier & Associates
Nevada
$854K
SIAS
2416
Summit Investment Advisory Services
Minnesota
$848K +$817K +1,469 New
PWP
2417
Perfromance Wealth Partners
Illinois
$844K -$96.7K -174 -11%
AC
2418
Apella Capital
Connecticut
$842K +$37.3K +67 +5%
AWAG
2419
ARS Wealth Advisors Group
Florida
$841K +$12.2K +22 +2%
NL
2420
Navalign LLC
California
$839K -$151K -271 -16%
C
2421
CEDRUS
Colorado
$838K -$75.6K -136 -9%
RFM
2422
Royal Fund Management
Florida
$833K +$386K +694 +93%
SC
2423
Shearwater Capital
Colorado
$832K
LWM
2424
LongView Wealth Management
Georgia
$832K +$107K +192 +15%
TFA
2425
Teamwork Financial Advisors
Texas
$830K -$67.8K -122 -8%

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.