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
TFG
3176
Tilson Financial Group
New Jersey
-$626K -1,190 Closed
CI
3177
CPR Investments
Michigan
-$613K -1,166 Closed
WA
3178
Wealthstar Advisors
Texas
-$587K -1,117 Closed
RCM
3179
Radnor Capital Management
Pennsylvania
-$527K -1,002 Closed
AMG
3180
Advisors Management Group
Wisconsin
-$517K -984 Closed
NSB
3181
Norway Savings Bank
Maine
-$510K -971 Closed
RWM
3182
Revisor Wealth Management
Ohio
-$378K -753 Closed
XT
3183
XTX Topco
Cayman Islands
-$371K -705 Closed
KFG
3184
Kingdom Financial Group
Arizona
-$347K -660 Closed
TW
3185
Towerpoint Wealth
California
-$346K -658 Closed
RCM
3186
RB Capital Management
Nevada
-$329K -626 Closed
MA
3187
Mezzasalma Advisors
New Jersey
-$320K -608 Closed
TSWM
3188
Triangle Securities Wealth Management
North Carolina
-$319K -606 Closed
PIWA
3189
Prevail Innovative Wealth Advisors
Kansas
-$318K -605 Closed
BMM
3190
Berkshire Money Management
Massachusetts
-$299K -568 Closed
CAP
3191
Columbia Advisory Partners
Washington
-$292K -555 Closed
SIAP
3192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$289K -550 Closed
CVA
3193
Central Valley Advisors
California
-$284K -542 Closed
HIA
3194
HTG Investment Advisors
Connecticut
-$264K -503 Closed
GDP
3195
Great Diamond Partners
Maine
-$256K -486 Closed
RRWA
3196
Rainey & Randall Wealth Advisors
Florida
-$254K -484 Closed
TIM
3197
Tevis Investment Management
Texas
-$249K -473 Closed
LC
3198
Landaas & Company
Wisconsin
-$242K -460 Closed
KPPF
3199
Klein Pavlis & Peasley Financial
California
-$229K -436 Closed
RCYC
3200
Richard C. Young & Co
Rhode Island
-$220K -419 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.