Insights into Hedge Fund Holdings: iShares Trust – Core S&P 500 ETF
As of the latest 13F filings for the reporting period ending September 30, 2024, an analysis of hedge fund activity reveals noteworthy trends regarding the iShares Trust – Core S&P 500 Exchange Traded Fund (Ticker: IVV). This exchange-traded fund has caught the attention of numerous hedge funds, indicating a collective sentiment that may warrant further exploration.
Understanding 13F Filings
Before diving into the details, it’s crucial to understand what 13F filings signify. Registered investment managers are obligated to report their long positions to the Securities and Exchange Commission (SEC) quarterly through these filings. However, these records provide only a partial picture since funds aren’t required to disclose their short positions. For instance, a hedge fund could hold both long positions and engage in short strategies, resulting in a potentially misleading view of their overall market sentiment based solely on 13F data.
Recent Trends in IVV Holdings
In the latest analysis, we observed that 12 hedge funds included IVV in their portfolios. Notably, there were shifts in positions among these funds from the previous quarter, showcasing active management strategies. Specifically, six of these funds have augmented their holdings in IVV since the last reporting period ended June 30, 2024. Conversely, three funds reduced their investments, while one fund initiated a new position in IVV.
Aggregate Holdings Analysis
To gain a clearer understanding of the sentiment surrounding IVV, we aggregated the total share count across all funds holding IVV as of September 30, 2024. The total holdings among these investors rose from 14,747,057 shares at the end of June to 14,824,318 shares by the end of September. This equates to an increase of approximately 77,261 shares, translating to a growth of about 0.52%.
Top Hedge Funds Holding IVV
Among those hedge funds with significant exposure to IVV, a few stood out in terms of share quantity. Monitoring these top funds can provide valuable insights into broader market trends and investment strategies that are influencing the S&P 500 landscape.
Continued Monitoring of 13F Filings
As we continue to track the latest 13F filings, it’s essential to analyze the aggregated data derived from multiple hedge fund managers. While individual filings can sometimes misrepresent a fund’s actual sentiment due to their long-only nature, viewing the total holdings across groups of funds offers a more comprehensive understanding.
This aggregated perspective can lead to intriguing discoveries about investment trends, especially related to instruments like the iShares Trust – Core S&P 500 ETF, which is increasingly attracting the attention of hedge funds.
This revised piece maintains the core ideas and information from the original content while ensuring it is uniquely written and optimized for readability and SEO.
