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
FWM
476
FFT Wealth Management
Pennsylvania
$51.9M +$1.83M +3,485 +4%
SFA
477
Sequoia Financial Advisors
Ohio
$51.8M -$840K -1,597 -2%
BFA
478
Beaumont Financial Advisors
Massachusetts
$51.8M +$920K +1,750 +2%
MWA
479
Meridian Wealth Advisors
Texas
$51.6M +$1.38M +2,623 +3%
HCMT
480
Highland Capital Management (Tennessee)
Tennessee
$51.3M -$764K -1,453 -2%
CCWA
481
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.2M -$2.73M -5,184 -5%
ST
482
Smithfield Trust
Pennsylvania
$51.1M -$867K -1,649 -2%
MG
483
Mather Group
Illinois
$50.7M +$3.7M +7,032 +8%
DIP
484
DT Investment Partners
Pennsylvania
$50.7M +$36.1M +68,610 +286%
KFSC
485
Keystone Financial Services (Colorado)
Colorado
$50.6M -$12.5M -23,807 -20%
IA
486
IFS Advisors
Kansas
$50.5M -$558K -1,061 -1%
BWA
487
Beam Wealth Advisors
Louisiana
$50.2M +$35.1M +66,784 +268%
CGFA
488
Colton Groome Financial Advisors
North Carolina
$50M +$1.7M +3,227 +4%
AAS
489
Ameritas Advisory Services
Nebraska
$49.9M +$3.05M +5,801 +7%
KPWS
490
Kestra Private Wealth Services
Texas
$49.9M -$2.07M -3,934 -4%
CCG
491
Cypress Capital Group
Florida
$49.8M -$1.62M -3,084 -3%
OFS
492
Orrstown Financial Services
Pennsylvania
$49.2M +$2.77M +5,263 +6%
WSFS
493
Wilmington Savings Fund Society
Delaware
$49M +$286K +544 +0.6%
JWCA
494
J.W. Cole Advisors
Florida
$48.9M +$1.22M +2,326 +3%
BOS
495
Bank of Stockton
California
$48.9M +$1.02M +1,948 +2%
RL
496
Rogco LP
Oklahoma
$48.9M -$88.3K -168 -0.2%
MMA
497
Miracle Mile Advisors
California
$48.8M +$1.1M +2,092 +2%
VWA
498
Visionary Wealth Advisors
Illinois
$48.6M +$110K +210 +0.2%
CWA
499
Consilio Wealth Advisors
Washington
$48.1M +$1.28M +2,438 +3%
BHWM
500
Bar Harbor Wealth Management
New Hampshire
$48M -$5.01M -9,527 -10%

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.