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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
LFGO
2451
Legacy Financial Group (Oklahoma)
Oklahoma
$793K +$26.7K +48 +4%
WA
2452
WealthTrust Axiom
Pennsylvania
$793K +$151K +272 +25%
PGAM
2453
Princeton Global Asset Management
New Jersey
$792K +$669K +1,204 +712%
NDSI
2454
Newman Dignan & Sheerar Inc
Rhode Island
$787K
HIC
2455
Holderness Investments Company
North Carolina
$785K +$756K +1,360 New
TCM
2456
TruNorth Capital Management
Michigan
$778K -$16.7K -30 -2%
FF
2457
Financial Futures
New Jersey
$778K -$12.2K -22 -2%
CMS
2458
Capital Market Strategies
Florida
$778K -$50.6K -91 -6%
KPP
2459
Kings Path Partners
Texas
$777K +$61.7K +111 +9%
IRAG
2460
Investment Research & Advisory Group
Georgia
$775K -$31.1K -56 -4%
LWM
2461
LJI Wealth Management
Indiana
$774K -$346K -622 -32%
FM
2462
Foster & Motley
Ohio
$771K -$91.2K -164 -11%
ML
2463
Mayport LLC
Massachusetts
$770K +$556 +1 +0.1%
GWWM
2464
Great Waters Wealth Management
Minnesota
$765K +$1.11K +2 +0.2%
GAA
2465
Global Assets Advisory
Florida
$764K -$1.04M -1,870 -58%
JWS
2466
Juncture Wealth Strategies
Arizona
$764K -$12.8K -23 -2%
RAM
2467
Redmond Asset Management
Virginia
$761K -$1.11K -2 -0.2%
CB
2468
Chris Bulman
California
$758K +$28.9K +52 +4%
CFA
2469
Capstone Financial Advisors
Illinois
$758K +$1.67K +3 +0.2%
PFA
2470
Pathway Financial Advisors
Vermont
$758K
FFG
2471
Frisch Financial Group
New York
$757K -$41.7K -75 -5%
FFG
2472
Fiduciary Financial Group
California
$756K +$77.3K +139 +12%
CCG
2473
Chatham Capital Group
Georgia
$755K
TC
2474
Tenret Company
Florida
$754K
CA
2475
Carson Advisory
Georgia
$753K +$6.67K +12 +0.9%

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.