We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF
IVV

3,082 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 1,313 increasing their positions, 1,213 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 93

28% more call options, than puts

Call options by funds: $416M | Put options by funds: $325M

13% more capital invested

Capital invested by funds: $295B → $334B (+$39.2B)

3% more funds holding in top 10

Funds holding in top 10: 976 → 1,003 (+27)

2% more funds holding

Funds holding: 3,017 → 3,082 (+65)

8% more repeat investments, than reductions

Existing positions increased: 1,313 | Existing positions reduced: 1,213

3.08% less ownership

Funds ownership: 76.81% → 73.72% (-3.1%)

Holders
3,082
Holders Change
+65
Holders Change %
+2.15%
% of All Funds
44.39%
Holding in Top 10
1,003
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+2.77%
% of All Funds
14.45%
New
199
Increased
1,313
Reduced
1,213
Closed
93
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.98B
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$3.92B
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.81B
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.59B
5
Goldman Sachs
Goldman Sachs
New York
+$912M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.51B
2
Millennium Management
Millennium Management
New York
-$4.33B
3
BlackRock
BlackRock
New York
-$2.53B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.01B
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.91B
Name Holding Trade Value Shares
Change 		Change in
Stake
KNFPWM
2851
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$265K -$126K -251 -33%
WFS
2852
Walker Financial Services
Kentucky
$265K +$253K +505 New
FPF
2853
First Pacific Financial
Washington
$265K +$24K +48 +11%
HIA
2854
HTG Investment Advisors
Connecticut
$264K -$27K -54 -10%
JWBC
2855
John W. Brooker & Co
California
$264K – – –
SC
2856
Schulhoff & Co
Ohio
$264K – – –
LB
2857
Legacy Bridge
Iowa
$263K – – –
BC
2858
Belmont Capital
California
$263K +$250K +500 New
GA
2859
Gordian Advisors
Arizona
$262K +$250K +499 New
QFA
2860
Quattro Financial Advisors
Texas
$262K +$249K +498 New
WAG
2861
Wiser Advisor Group
Arizona
$261K +$167K +334 +206%
ZCM
2862
Ziegler Capital Management
Illinois
$261K – – –
HNWAG
2863
High Net Worth Advisory Group
Florida
$260K +$248K +495 New
EB
2864
Exchange Bank
California
$259K – – –
AAIM
2865
Asset Advisors Investment Management
Georgia
$258K -$30K -60 -11%
CGF
2866
Constant Guidance Financial
Massachusetts
$257K – – –
ISWM
2867
Independent Solutions Wealth Management
New York
$257K +$245K +489 New
RCA
2868
Ranch Capital Advisors
Florida
$257K +$500 +1 +0.2%
SP
2869
Stablepoint Partners
Massachusetts
$257K +$244K +488 New
ACA
2870
American Capital Advisory
Idaho
$256K – – –
GDP
2871
Great Diamond Partners
Maine
$256K -$266K -532 -52%
OPOWM
2872
One Plus One Wealth Management
Florida
$256K – – –
AWM
2873
Aspire Wealth Management
Massachusetts
$254K +$64.5K +129 +36%
RRWA
2874
Rainey & Randall Wealth Advisors
Florida
$254K +$7.5K +15 +3%
ALC
2875
Alexander Labrunerie & Co
Missouri
$253K +$241K +482 New
113 114
115
116 117

IVV Hedge Fund Activity: Q1 2024 in Review

3,082 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2024, worth a combined $334B — up 13% from $295B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new IVV positions and 93 closed out — a net gain of 106 holders — while 1,313 added to existing stakes and 1,213 trimmed.

The largest buyer was Bank of America, adding an estimated $3.98B. The largest seller was Morgan Stanley, cutting an estimated $9.51B.

  • 3,082 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2024, up from 3,017 in Q4 2023.
  • Funds reported $334B of iShares Core S&P 500 ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 199 funds opened new iShares Core S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +106 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2024 was Bank of America, an estimated $3.98B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.51B sold.

Based on aggregated 13F filings for Q1 2024.