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
DC
3126
Deere & Company
Illinois
-$104M -198,162 Closed
MHS
3127
M Holdings Securities
Oregon
-$83.7M -159,140 Closed
LNC
3128
Lincoln National Corp
Pennsylvania
-$73.1M -139,036 Closed
LSERS
3129
Louisiana State Employees Retirement System
Louisiana
-$50.5M -96,000 Closed
BHB
3130
Bank Hapoalim BM
Israel
-$40.7M -77,340 Closed
CA
3131
CoreCap Advisors
Michigan
-$38.6M -73,331 Closed
NL
3132
NWAM LLC
Washington
-$29.9M -57,403 Closed
TWM
3133
Trevian Wealth Management
Massachusetts
-$29.2M -55,539 Closed
SFMG
3134
Sage Financial Management Group
Virginia
-$27.2M -51,812 Closed
CWM
3135
Campbell Wealth Management
Virginia
-$26.7M -50,847 Closed
MWM
3136
Meridian Wealth Management
Kentucky
-$17.6M -33,424 Closed
HIC
3137
Hartline Investment Corp
Illinois
-$14.2M -27,095 Closed
CBFP
3138
Cedar Brook Financial Partners
Ohio
-$13.9M -26,439 Closed
IMC Chicago
3139
IMC Chicago
Illinois
-$13M -24,803 Closed
DS
3140
DRW Securities
Illinois
-$12.7M -24,206 Closed
OMC
3141
Old Mission Capital
Illinois
-$11.6M -21,998 Closed
Capital Fund Management (CFM)
3142
Capital Fund Management (CFM)
France
-$11.4M -21,600 Closed
HF
3143
HRT Financial
New York
-$11.2M -21,332 Closed
DFA
3144
DHK Financial Advisors
New Hampshire
-$10.1M -19,184 Closed
DWM
3145
Darwin Wealth Management
Florida
-$9.83M -18,698 Closed
CG
3146
Caprock Group
Idaho
-$8.07M -15,349 Closed
WAOI
3147
Wealth Advisors of Iowa
Iowa
-$6.42M -12,204 Closed
KFGK
3148
Keystone Financial Group (Kentucky)
Kentucky
-$6.22M -11,832 Closed
BBP
3149
Banco BTG Pactual
Brazil
-$6.1M -11,600 Closed
HFRG
3150
Houlihan Financial Resource Group
Virginia
-$5.61M -10,666 Closed

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.