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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
National Pension Service
26
National Pension Service
South Korea
$2.05B +$143M +285,690 +8%
Millennium Management
27
Millennium Management
New York
$2.04B -$4.33B -8,644,442 -69%
NMIFOAC
28
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.89B -$1.25M -2,500 -0.1%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$1.79B +$1.59B +3,181,446 +1,436%
Asset Management One
30
Asset Management One
Japan
$1.67B +$2.84M +5,675 +0.2%
UBS Group
31
UBS Group
Switzerland
$1.56B -$99.3M -198,458 -6%
Wolverine Trading
32
Wolverine Trading
Illinois
$1.5B -$1.91B -3,816,094 -57%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.47B -$12.4M -24,718 -0.9%
KeyBank National Association
34
KeyBank National Association
Ohio
$1.46B +$43.8M +87,521 +3%
CIA
35
Choate Investment Advisors
Massachusetts
$1.4B +$120M +240,328 +10%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.39B +$17.6M +35,230 +1%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$1.37B -$350M -699,255 -21%
Prudential Financial
38
Prudential Financial
New Jersey
$1.31B -$1.32B -2,635,872 -51%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.29B -$88.3M -176,480 -7%
CAM
40
Cresset Asset Management
Illinois
$1.26B +$471M +940,737 +64%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$1.2B +$1.77M +3,547 +0.2%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.19B +$592M +1,183,770 +109%
WANY
43
Wealthspire Advisors (New York)
New York
$1.16B +$35.6M +71,132 +3%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.15B +$1.2M +2,408 +0.1%
BA
45
Bridgewater Associates
Connecticut
$1.1B -$12.6M -25,242 -1%
Squarepoint
46
Squarepoint
New York
$1.03B +$701M +1,400,000 +255%
PAS
47
Park Avenue Securities
New York
$1.02B -$276M -550,722 -22%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.01B -$219M -436,726 -18%
MERSOM
49
Municipal Employees' Retirement System of Michigan
Michigan
$1.01B -$390M -779,471 -29%
APF
50
Alaska Permanent Fund
Alaska
$966M +$264M +527,000 +40%
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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.