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
VNIM
2951
Vaughan Nelson Investment Management
Texas
$208K -$10K -20 -5%
KIA
2952
Knollwood Investment Advisory
Maryland
$207K +$197K +394 New
DJFS
2953
Dean Jacobson Financial Services
Texas
$206K +$196K +392 New
SCM
2954
Stordahl Capital Management
Colorado
$206K +$196K +392 New
SIG
2955
Sky Investment Group
Connecticut
$206K – – –
HAS
2956
Horizon Advisory Services
New York
$206K +$196K +391 New
M
2957
MYeCFO
California
$205K +$196K +391 New
DWM
2958
Dopkins Wealth Management
New York
$205K +$195K +390 New
CFGSD
2959
Compass Financial Group (South Dakota)
South Dakota
$205K +$195K +390 New
SC
2960
Schiavi & Co
Delaware
$205K +$195K +390 New
MAM
2961
MWA Asset Management
Massachusetts
$205K -$54K -108 -22%
EFMC
2962
Empire Financial Management Company
New York
$205K +$195K +389 New
GWM
2963
Grand Wealth Management
Michigan
$204K – – –
CJFS
2964
Coulter & Justus Financial Services
Tennessee
$204K +$194K +388 New
NCM
2965
Noesis Capital Mangement
Florida
$204K +$194K +388 New
MG
2966
Marex Group
$203K -$50.5K -101 -21%
JWCA
2967
J.W. Coons Advisors
Ohio
$203K +$193K +386 New
PPWM
2968
Paragon Private Wealth Management
Kentucky
$203K +$193K +386 New
LEFP
2969
Leading Edge Financial Planning
Tennessee
$201K -$42.5K -85 -18%
KHCM
2970
Kirtland Hills Capital Management
Ohio
$201K +$194K +387 New
RAM
2971
Revere Asset Management
Texas
$201K +$191K +382 New
PCMC
2972
Planning Capital Management Corporation
Pennsylvania
$201K -$20K -40 -9%
RPCA
2973
Running Point Capital Advisors
California
$200K +$29.5K +59 +18%
SW
2974
Solidarity Wealth
Utah
$200K +$191K +381 New
AFG
2975
Albion Financial Group
Utah
$193K -$368K -736 -67%
117 118
119
120 121

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.