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
CWM
526
Cranbrook Wealth Management
Michigan
$44.3M +$1.74M +3,303 +4%
HCM
527
Hollencrest Capital Management
California
$44.1M -$405K -770 -0.9%
BFA
528
Bluestem Financial Advisors
Illinois
$44M -$1.53M -2,919 -4%
WI
529
Wintrust Investments
Illinois
$44M +$1.45M +2,760 +4%
SIRP
530
Shelter Insurance Retirement Plan
Missouri
$43.8M
EWA
531
EP Wealth Advisors
California
$43.8M +$358K +680 +0.9%
GIA
532
Gladstone Institutional Advisory
Florida
$43.7M +$492K +935 +1%
ICMARC
533
International City Management Association Retirement Corp
District of Columbia
$43.6M +$8.78M +16,700 +27%
CWM
534
Cornerstone Wealth Management
Missouri
$43.3M -$588K -1,119 -1%
SIA
535
SkyView Investment Advisors
New Jersey
$43.2M +$618K +1,176 +2%
P3I
536
Progeny 3 Inc
Washington
$43.1M
MSA
537
McAlister Sweet & Associates
Texas
$43.1M +$890K +1,692 +2%
Allianz Asset Management
538
Allianz Asset Management
Germany
$43M
CIAS
539
CFS Investment Advisory Services
New Jersey
$43M +$41.4M +78,672 New
CFO
540
Custos Family Office
Texas
$43M +$445K +846 +1%
KTA
541
Keeley-Teton Advisors
Illinois
$42.8M -$373K -709 -0.9%
RJT
542
Raymond James Trust
Florida
$42.7M +$2.34M +4,448 +6%
FCI
543
Financial Counselors Inc
Kansas
$42.7M +$1.48M +2,816 +4%
KFA
544
Kelleher Financial Advisors
New York
$42.7M +$1.52M +2,896 +4%
GPA
545
Guidance Point Advisors
Massachusetts
$42.7M -$792K -1,506 -2%
LLWM
546
Life Line Wealth Management
California
$42.7M -$10.6M -20,221 -21%
WPW
547
Watershed Private Wealth
Illinois
$42.6M -$2.44M -4,647 -6%
SCM
548
Spreng Capital Management
Ohio
$42.6M +$1.21M +2,296 +3%
SAM
549
Securian Asset Management
Minnesota
$42.3M
WAAG
550
Wealth Alliance Advisory Group
Kansas
$42.3M -$4.66M -8,866 -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.