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
TCOT
1951
Trust Company of Toledo
Ohio
$1.8M
DI
1952
Disciplined Investments
Oklahoma
$1.8M -$164K -311 -9%
DJSG
1953
D.J. St. Germain
Massachusetts
$1.8M -$59.9K -114 -3%
FIM
1954
Freedom Investment Management
Connecticut
$1.8M -$4.95M -9,417 -74%
RPWA
1955
Regent Peak Wealth Advisors
Georgia
$1.8M -$190K -361 -10%
BCM
1956
Beck Capital Management
Texas
$1.79M +$673K +1,280 +64%
IIM
1957
InTrack Investment Management
Vermont
$1.79M +$15.8K +30 +0.9%
CV
1958
Counterweight Ventures
North Carolina
$1.78M +$92K +175 +6%
HNWA
1959
Henrickson Nauta Wealth Advisors
Michigan
$1.77M +$598K +1,137 +54%
IWA
1960
Inspirion Wealth Advisors
Illinois
$1.77M -$38.4K -73 -2%
CFS
1961
Cannon Financial Strategists
Georgia
$1.77M -$1.58K -3 -0.1%
RIM
1962
Rockbridge Investment Management
New York
$1.77M -$3.68K -7 -0.2%
OWA
1963
Octavia Wealth Advisors
Ohio
$1.76M +$745K +1,416 +78%
VAF
1964
Values Added Financial
District of Columbia
$1.76M +$1.58K +3 +0.1%
KWM
1965
Kaydan Wealth Management
Michigan
$1.76M +$152K +290 +10%
GAA
1966
Global Assets Advisory
Florida
$1.76M -$208M -395,176 -99%
BC
1967
Burney Company
Virginia
$1.75M -$75.2K -143 -4%
SI
1968
Saxon Interests
Texas
$1.75M -$27.9K -53 -2%
MPCL
1969
My Personal CFO LLC
Washington
$1.75M +$51.5K +98 +3%
OLVIG
1970
Oliver Lagore Vanvalin Investment Group
Michigan
$1.75M -$401K -762 -19%
ACP
1971
Aviance Capital Partners
Florida
$1.74M -$181K -344 -10%
NFP
1972
Narus Financial Partners
Utah
$1.74M -$96.8K -184 -5%
FWM
1973
Fingerlakes Wealth Management
New York
$1.74M +$4.73K +9 +0.3%
EFG
1974
Everhart Financial Group
Ohio
$1.73M +$383K +729 +30%
MBI
1975
May Barnhard Investments
Maryland
$1.73M +$4.21K +8 +0.3%

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.