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
RP
1301
Riverbridge Partners
Minnesota
$6.53M +$5.14M +9,774 +452%
EBA
1302
Eagle Bay Advisors
New York
$6.53M +$77.8K +148 +1%
HSA
1303
HBK Sorce Advisory
Pennsylvania
$6.53M -$3.73M -7,095 -37%
SIC
1304
Sterling Investment Counsel
New York
$6.5M -$379K -720 -6%
OIS
1305
Okabena Investment Services
Minnesota
$6.5M -$28.9K -55 -0.5%
MCCP
1306
Mission Creek Capital Partners
California
$6.49M +$1.3M +2,463 +26%
TCOV
1307
Trust Company of Vermont
Vermont
$6.49M +$167K +318 +3%
KIA
1308
KCM Investment Advisors
California
$6.47M -$289K -549 -4%
CCA
1309
Cadent Capital Advisors
Oklahoma
$6.47M -$136K -259 -2%
WPC
1310
Waters Parkerson & Co
Louisiana
$6.47M +$934K +1,776 +18%
NCFG
1311
New Century Financial Group
New Jersey
$6.46M +$3.8M +7,232 +158%
BFC
1312
Bedel Financial Consulting
Indiana
$6.46M -$88.9K -169 -1%
BL
1313
BFSG LLC
California
$6.45M -$2.16M -4,101 -26%
1IA
1314
1834 Investment Advisors
Wisconsin
$6.45M -$63.1K -120 -1%
BB
1315
Busey Bank
Illinois
$6.42M +$564K +1,073 +10%
TWP
1316
Tempus Wealth Planning
California
$6.41M -$989K -1,880 -14%
KOC
1317
Koss-Olinger Consulting
Florida
$6.36M +$6.11M +11,621 New
GPA
1318
Garrison Point Advisors
California
$6.34M +$139K +264 +2%
MCC
1319
Money Concepts Capital
Florida
$6.32M -$114K -217 -2%
PAI
1320
Pittenger & Anderson Inc
Nebraska
$6.31M +$97.8K +186 +2%
HT
1321
Heritage Trust
Oklahoma
$6.3M +$108K +206 +2%
BHBT
1322
Burke & Herbert Bank & Trust
Virginia
$6.29M +$3.99M +7,579 +194%
IC
1323
Iconiq Capital
California
$6.28M -$104K -197 -2%
WP
1324
Westmount Partners
California
$6.27M +$15.2K +29 +0.3%
SF
1325
Symphony Financial
Texas
$6.25M +$1.07M +2,033 +22%

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.