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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
AW
2426
Avion Wealth
Texas
$830K +$94K +169 +13%
MAM
2427
McLean Asset Management
Virginia
$829K
BWM
2428
BNC Wealth Management
Oregon
$829K -$54.5K -98 -6%
IFO
2429
Independent Family Office
New York
$827K
CAM
2430
Close Asset Management
United Kingdom
$825K +$388K +698 +95%
SRCM
2431
Signature Resources Capital Management
California
$822K -$64.5K -116 -8%
AGA
2432
Arkos Global Advisors
Texas
$821K +$27.8K +50 +4%
CWA
2433
Clearview Wealth Advisors
Oregon
$817K +$1.11K +2 +0.1%
CWM
2434
Chemistry Wealth Management
New York
$816K -$1.11K -2 -0.1%
AWA
2435
Amplius Wealth Advisors
Pennsylvania
$812K +$2.78K +5 +0.4%
BSI
2436
Bennett Selby Investments
Maine
$812K
CISOA
2437
Capital Investment Services of America
Wisconsin
$812K
SWM
2438
Seaside Wealth Management
California
$810K -$16.7K -30 -2%
HCM
2439
Hudson Capital Management
New Jersey
$807K
MAS
2440
Meeder Advisory Services
Ohio
$804K +$302K +544 +64%
SCA
2441
STALEY CAPITAL ADVISERS
Pennsylvania
$803K -$24.5K -44 -3%
SC
2442
Slow Capital
California
$803K -$70.6K -127 -8%
GC
2443
Gibson Capital
Pennsylvania
$802K
JBA
2444
Johnson Bixby & Associates
Washington
$801K -$141K -254 -15%
RCM
2445
Regency Capital Management
Hawaii
$799K -$3.34K -6 -0.4%
KAH
2446
Kathryn A. Hall
$799K
ISL
2447
Ingalls & Snyder LLC
New York
$798K +$121K +218 +19%
BF
2448
Blankinship & Foster
California
$797K
KAS
2449
KPP Advisory Services
Kentucky
$794K -$687K -1,235 -47%
TSMHT
2450
Thurston Springer Miller Herd & Titak
Indiana
$793K -$414K -745 -35%

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.