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iShares Core S&P 500 ETF

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: 9761,003 (+27)

2% more funds holding

Funds holding: 3,0173,082 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
3076
FRG Family Wealth Advisors
Washington
$9.08K +$9.01K +18 New
PCM
3077
Penserra Capital Management
California
$7K +$7.5K +15 New
WPWM
3078
Western Pacific Wealth Management
Illinois
$6.92K
WAS
3079
Winch Advisory Services
Wisconsin
$6.89K -$1K -2 -13%
GCM
3080
Gables Capital Management
Florida
$6.31K
MCA
3081
Maryland Capital Advisors
Maryland
$5.78K
MTIC
3082
Missouri Trust & Investment Company
Missouri
$4.21K
AWA
3083
Alaska Wealth Advisors
Alaska
$2.63K
PFA
3084
Pathway Financial Advisers
Indiana
$1.61K
WIA
3085
Wetzel Investment Advisors
Indiana
$1.51K +$1.5K +3 New
RS
3086
Rakuten Securities
Japan
$1.05K -$1K -2 -50%
PSB
3087
Piscataqua Savings Bank
New Hampshire
$525 +$500 +1 New
WA
3088
WestEnd Advisors
North Carolina
$135 -$315K -630 Closed
CAPTRUST Financial Advisors
3089
CAPTRUST Financial Advisors
North Carolina
-$1.16B -2,429,633 Closed
NB
3090
Norinchukin Bank
Japan
-$605M -1,266,283 Closed
MIH
3091
Meitav Investment House
Israel
-$208M -435,874 Closed
CWM
3092
Curi Wealth Management
North Carolina
-$64.5M -135,034 Closed
WF
3093
Williams Financial
Vermont
-$28.5M -59,724 Closed
JF
3094
Jump Financial
Illinois
-$21.6M -45,231 Closed
GBWM
3095
Granite Bay Wealth Management
New Hampshire
-$15.5M -34,615 Closed
WCP
3096
Wick Capital Partners
Pennsylvania
-$15.1M -31,679 Closed
YAVAPFMC
3097
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
-$14.2M -29,650 Closed
FTIS
3098
First Trust Investment Solutions
Florida
-$13.6M -28,508 Closed
LAS
3099
Lloyd Advisory Services
Georgia
-$13.5M -28,183 Closed
BOSSRA
3100
B.O.S.S. Retirement Advisors
Utah
-$13.2M -27,593 Closed

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.