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iShares Core S&P 500 ETF
IVV

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: 3,117 → 3,204 (+87)

2% more funds holding in top 10

Funds holding in top 10: 1,009 → 1,031 (+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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$5.69B
2
Bank of America
Bank of America
North Carolina
+$5.18B
3
Squarepoint
Squarepoint
New York
+$3B
4
Morgan Stanley
Morgan Stanley
New York
+$1.74B
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.22B

Top Sellers

Rank Fund Capital Flow
1
CM
Capula Management
Cayman Islands
-$4.8B
2
SFC
Strategic Financial Concepts
Texas
-$1.18B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$778M
4
LWM
Liberty Wealth Management
California
-$719M
5
Goldman Sachs
Goldman Sachs
New York
-$709M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$39.5B +$1.13B +2,031,746 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20B -$778M -1,398,981 -4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$16.9B +$519M +932,975 +3%
Bank of America
4
Bank of America
North Carolina
$14.5B +$5.18B +9,322,659 +59%
Morgan Stanley
5
Morgan Stanley
New York
$14.4B +$1.74B +3,128,222 +14%
Marshall Wace
6
Marshall Wace
United Kingdom
$13.4B +$360M +648,000 +3%
Creative Planning
7
Creative Planning
Kansas
$12.3B +$143M +257,499 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$12.1B +$1.22B +2,187,803 +12%
Wells Fargo
9
Wells Fargo
California
$9.21B +$77M +138,485 +0.9%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$8.53B -$15.6M -28,084 -0.2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.91B +$20.7M +37,213 +0.3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.92B -$578M -1,039,174 -8%
Goldman Sachs
13
Goldman Sachs
New York
$6.85B -$709M -1,274,705 -10%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$6.64B +$319M +574,622 +5%
Squarepoint
15
Squarepoint
New York
$5.65B +$3B +5,396,175 +123%
LPL Financial
16
LPL Financial
California
$5.2B +$17.6M +31,685 +0.4%
FCAS
17
First Command Advisory Services
Texas
$5.09B +$7.41M +13,327 +0.2%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$4.77B – – –
Truist Financial
19
Truist Financial
North Carolina
$4.25B +$273M +491,026 +7%
Ameriprise
20
Ameriprise
Minnesota
$3.95B -$99.4M -178,854 -3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$3.71B -$144M -259,421 -4%
US Bancorp
22
US Bancorp
Minnesota
$3.66B -$75.4M -135,629 -2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.56B +$204M +367,026 +6%
Northern Trust
24
Northern Trust
Illinois
$3.41B +$200M +358,902 +6%
Millennium Management
25
Millennium Management
New York
$2.77B -$672M -1,209,506 -20%
1
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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.