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
PFSC
1726
Peoples Financial Services Corp
Pennsylvania
$2.73M -$596K -1,133 -19%
AIM
1727
Arcadia Investment Management
Michigan
$2.72M -$578K -1,100 -18%
MGW
1728
MB Generational Wealth
Washington
$2.71M -$136K -259 -5%
RCM
1729
Ridgepath Capital Management
Tennessee
$2.7M +$27.3K +52 +1%
PA
1730
PSI Advisors
Florida
$2.7M -$606K -1,152 -19%
RFG
1731
REAP Financial Group
Texas
$2.7M -$331K -629 -11%
RCWMU
1732
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.7M
GWA
1733
Gratus Wealth Advisors
Virginia
$2.7M -$6.31K -12 -0.2%
PWM
1734
Paulson Wealth Management
Illinois
$2.68M +$35.2K +67 +1%
CCA
1735
Clarity Capital Advisors
Florida
$2.67M +$6.84K +13 +0.3%
VPIM
1736
Vanguard Personalized Indexing Management
California
$2.67M +$263K +501 +11%
ACA
1737
Aptus Capital Advisors
Alabama
$2.66M -$520K -988 -17%
FGA
1738
Fortis Group Advisors
New Jersey
$2.66M -$82.6K -157 -3%
FA
1739
Forefront Analytics
Pennsylvania
$2.65M -$174K -330 -6%
KCPG
1740
Kavar Capital Partners Group
Kansas
$2.64M +$156K +296 +7%
RIA
1741
Realta Investment Advisors
Delaware
$2.64M +$1.83M +3,485 +261%
AF
1742
Alerus Financial
North Dakota
$2.64M -$128K -244 -5%
FA
1743
FF Advisors
California
$2.63M -$98.9K -188 -4%
KBFS
1744
Kohmann Bosshard Financial Services
Ohio
$2.63M +$44.7K +85 +2%
PW
1745
Peninsula Wealth
California
$2.63M +$2.04M +3,877 +492%
TAM
1746
Titleist Asset Management
Texas
$2.62M -$276K -525 -10%
NC
1747
Napatree Capital
Rhode Island
$2.62M +$1.58K +3 +0.1%
DC
1748
Darrow Company
Massachusetts
$2.61M +$526 +1 +0%
HFS
1749
Howard Financial Services
Texas
$2.61M +$6.84K +13 +0.3%
GCM
1750
Gallacher Capital Management
Colorado
$2.6M -$85.7K -163 -3%

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.