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iShares Core S&P 500 ETF
IVV

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: 3,082 → 3,117 (+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: 1,003 → 1,009 (+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

Top Buyers

Rank Fund Capital Flow
1
CM
Capula Management
Cayman Islands
+$4.62B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.99B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.32B
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.04B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.33B

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.01B
2
Goldman Sachs
Goldman Sachs
New York
-$3.52B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.07B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.46B
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.32B
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2901
Stablepoint Partners
Massachusetts
$262K -$4.73K -9 -2%
VV
2902
Verity & Verity
South Carolina
$262K +$251K +478 New
OWA
2903
Outlook Wealth Advisors
Texas
$259K +$2.16M +4,117 +16%
SGC
2904
Slocum, Gordon & Co
Rhode Island
$259K – – –
SDH
2905
Sloy Dahl & Holst
Washington
$259K +$2.63K +5 +1%
HP
2906
HT Partners
Connecticut
$256K – – –
MCM
2907
McDonough Capital Management
Florida
$255K +$526 +1 +0.2%
APW
2908
Axim Planning & Wealth
Ohio
$255K +$245K +466 New
FNBSF
2909
First National Bank Sioux Falls
South Dakota
$254K – – –
OCPWS
2910
One Charles Private Wealth Services
Massachusetts
$254K – – –
FWSM
2911
First Wilshire Securities Management
California
$254K – – –
Janus Henderson Group
2912
Janus Henderson Group
United Kingdom
$253K -$182K -347 -43%
BHCM
2913
Brevan Howard Capital Management
Jersey
$253K +$243K +463 New
MWM
2914
Maltin Wealth Management
New Jersey
$253K +$526 +1 +0.2%
GP
2915
Greenline Partners
New York
$252K -$171K -326 -41%
SFG
2916
Sterling Financial Group
California
$252K – – –
PAA
2917
Peregrine Asset Advisers
Oregon
$251K – – –
DL
2918
DOHJ LLC
Washington
$249K +$24.2K +46 +11%
TCM
2919
Tradewinds Capital Management
Washington
$249K +$239K +454 New
FPF
2920
First Pacific Financial
Washington
$248K -$26.3K -50 -10%
CH
2921
Canton Hathaway
Rhode Island
$248K – – –
OA
2922
Oxbow Advisors
Texas
$247K – – –
CPCP
2923
Cedar Point Capital Partners
Iowa
$247K – – –
ONST
2924
Old North State Trust
North Carolina
$246K -$12.6K -24 -5%
BIM
2925
Breakwater Investment Management
Washington
$246K – – –
115 116
117
118 119

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.