We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

3,117 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,332 increasing their positions, 1,217 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 101

8% more capital invested

Capital invested by funds: $334B → $362B (+$28B)

1% more funds holding

Funds holding: 3,0823,117 (+35)

1.08% more ownership

Funds ownership: 73.72%74.8% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 1,332 | Existing positions reduced: 1,217

1% more funds holding in top 10

Funds holding in top 10: 1,0031,009 (+6)

25% less call options, than puts

Call options by funds: $388M | Put options by funds: $517M

Holders
3,117
Holders Change
+35
Holders Change %
+1.14%
% of All Funds
45.01%
Holding in Top 10
1,009
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.6%
% of All Funds
14.57%
New
177
Increased
1,332
Reduced
1,217
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
2501
WealthTrust Axiom
Pennsylvania
$603K +$139K +265 +32%
ACIM
2502
Azimuth Capital Investment Management
Michigan
$603K
SLT
2503
St Louis Trust
Missouri
$597K
TA
2504
TPG Advisors
Illinois
$597K +$574K +1,092 New
WMA
2505
West Michigan Advisors
Michigan
$594K -$20K -38 -3%
SRL
2506
Scientech Research LLC
New Jersey
$594K +$571K +1,085 New
NWA
2507
Navis Wealth Advisors
New York
$593K +$95.2K +181 +20%
HDIM
2508
Hanson & Doremus Investment Management
Vermont
$592K
CWM
2509
Compass Wealth Management
Connecticut
$590K
HCM
2510
HMS Capital Management
Tennessee
$589K
GFWA
2511
Grey Fox Wealth Advisors
Delaware
$588K +$52.1K +99 +10%
WP
2512
Wealthspan Partners
Iowa
$587K -$45.2K -86 -7%
STCOSD
2513
Sageworth Trust Company of South Dakota
South Dakota
$587K -$14.2K -27 -2%
PFG
2514
Prosperity Financial Group
California
$587K +$526 +1 +0.1%
MGI
2515
MayTech Global Investments
New York
$586K -$57.8K -110 -9%
PA
2516
Paragon Advisors
Texas
$586K +$353K +671 +168%
HA
2517
Hofer & Associates
California
$586K
HPIA
2518
Hamilton Point Investment Advisors
North Carolina
$584K
MAM
2519
Milestone Asset Management
Pennsylvania
$583K -$62K -118 -10%
AWM
2520
Austin Wealth Management
Texas
$580K +$94.1K +179 +21%
TAM
2521
Tucker Asset Management
Colorado
$576K -$18.4K -35 -3%
MIM
2522
Marco Investment Management
Georgia
$575K -$60.5K -115 -10%
SPWG
2523
Sage Private Wealth Group
Illinois
$575K -$310K -590 -36%
NLP
2524
Next Level Private
New York
$574K +$61.5K +117 +13%
MFG
2525
Monte Financial Group
Connecticut
$571K

IVV Hedge Fund Activity: Q2 2024 in Review

3,117 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2024, worth a combined $362B — up 8.4% from $334B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new IVV positions and 101 closed out — a net gain of 76 holders — while 1,332 added to existing stakes and 1,217 trimmed.

The largest buyer was Capula Management, opening a new position worth an estimated $4.62B. The largest seller was Bank of America, cutting an estimated $4.01B.

  • 3,117 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2024, up from 3,082 in Q1 2024.
  • Funds reported $362B of iShares Core S&P 500 ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P 500 ETF positions in Q2 2024 and 101 closed out, a net change of +76 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2024 was Capula Management, an estimated $4.62B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2024 was Bank of America, an estimated $4.01B sold.

Based on aggregated 13F filings for Q2 2024.