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
OCBCO
901
Oversea-Chinese Banking Corp (OCBC)
Singapore
$16.7M +$6.56M +12,482 +69%
AIA
902
Armor Investment Advisors
North Carolina
$16.6M +$6.84M +13,003 +75%
CTA
903
Chesley Taft & Associates
Illinois
$16.6M +$1.88M +3,580 +13%
VAS
904
Vestmark Advisory Solutions
Massachusetts
$16.5M +$4.4M +8,369 +38%
SSCM
905
Spectrum Strategic Capital Management
Oregon
$16.5M +$2.52M +4,796 +19%
Hudson Bay Capital Management
906
Hudson Bay Capital Management
Connecticut
$16.5M -$4.21M -8,000 -21%
GS
907
GTS Securities
New York
$16.4M -$41.3M -78,452 -72%
TC
908
Toews Corporation
New Jersey
$16.4M +$9.99M +19,000 +173%
Legal & General Group
909
Legal & General Group
United Kingdom
$16.4M +$15.8M +30,000 New
PWM
910
Praetorian Wealth Management
California
$16.4M +$338K +643 +2%
TFM
911
Trademark Financial Management
Minnesota
$16.3M -$88.3K -168 -0.6%
CCT
912
Chemung Canal Trust
New York
$16.3M +$6.83M +12,981 +78%
AIM
913
Acropolis Investment Management
Missouri
$16.2M -$71K -135 -0.5%
PCA
914
Pallas Capital Advisors
Massachusetts
$16.2M +$92.5K +176 +0.6%
Retirement Systems of Alabama
915
Retirement Systems of Alabama
Alabama
$16.1M -$545K -1,037 -3%
AL
916
ADE LLC
Maryland
$16M -$167K -317 -1%
QCM
917
Quantinno Capital Management
New York
$15.9M +$541K +1,029 +4%
IWMWV
918
Ironwood Wealth Management (West Virginia)
West Virginia
$15.9M -$75.2K -143 -0.5%
AFS
919
Axiom Financial Strategies
Indiana
$15.9M -$180K -343 -1%
AWA
920
Arkadios Wealth Advisors
Georgia
$15.8M +$9.9M +18,832 +187%
HCM
921
Hengehold Capital Management
Ohio
$15.8M +$747K +1,421 +5%
WPW
922
Waldron Private Wealth
Pennsylvania
$15.8M -$3.24M -6,154 -18%
MWP
923
Madison Wealth Partners
Wisconsin
$15.8M -$652K -1,240 -4%
SEIA
924
Signature Estate & Investment Advisors
California
$15.7M +$14.1M +26,823 +1,456%
EFA
925
Evernest Financial Advisors
Indiana
$15.6M -$293K -558 -2%

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.