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
JSC
2926
Jackson Square Capital
California
$246K +$236K +449 New
BIA
2927
Benchmark Investment Advisors
Illinois
$245K -$9.46K -18 -4%
SWM
2928
Silverlake Wealth Management
Vermont
$244K -$1.05K -2 -0.4%
TNAM
2929
Terra Nova Asset Management
New York
$244K +$526 +1 +0.2%
SFG
2930
SevenBridge Financial Group
Pennsylvania
$241K
CWM
2931
CarsonAllaria Wealth Management
Illinois
$241K -$233K -443 -50%
HWMC
2932
Heritage Wealth Management (California)
California
$239K
DWAM
2933
Duncan Williams Asset Management
Tennessee
$237K -$4.21K -8 -2%
FIC
2934
Family Investment Center
Missouri
$237K
EWM
2935
Elevatus Welath Management
New York
$237K +$4.73K +9 +2%
FPIS
2936
Financial Planning & Information Services
Wisconsin
$237K -$10.5K -20 -4%
PSP
2937
Pacific Sage Partners
Washington
$237K
AIM
2938
Alhambra Investment Management
Florida
$236K
IIA
2939
IPG Investment Advisors
California
$235K +$226K +430 New
LG
2940
LaFleur & Godfrey
Michigan
$235K
CIC
2941
Chilton Investment Company
Connecticut
$234K -$311K -591 -58%
IGGA
2942
Iron Gate Global Advisors
Utah
$233K +$224K +426 New
SC
2943
Schiavi & Co
Delaware
$231K +$17.4K +33 +8%
APS
2944
American Planning Services
Florida
$230K
FCFC
2945
First Citizens Financial Corp
Iowa
$230K +$221K +421 New
Fayez Sarofim & Co
2946
Fayez Sarofim & Co
Texas
$229K +$9.46K +18 +4%
DWA
2947
Delos Wealth Advisors
Texas
$229K +$5.78K +11 +3%
CFSG
2948
Clark Financial Services Group
Missouri
$228K
AG
2949
Advocate Group
Minnesota
$227K
BIA
2950
Barry Investment Advisors
Massachusetts
$227K -$189K -359 -46%

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.