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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
GHA
2001
GW Henssler & Associates
Georgia
$1.63M +$10.5K +20 +0.7%
PL
2002
Parthenon LLC
Kentucky
$1.63M
BWA
2003
Bordeaux Wealth Advisors
California
$1.63M +$126K +239 +9%
HA
2004
Herold Advisors
New York
$1.63M +$124K +236 +9%
AFAS
2005
Acorn Financial Advisory Services
Virginia
$1.62M -$288K -547 -16%
RA
2006
Riversedge Advisors
Delaware
$1.62M -$19.5K -37 -1%
CAI
2007
Capital Advisors Inc
Oklahoma
$1.62M
GAM
2008
GEM Asset Management
Michigan
$1.61M -$70.5K -134 -4%
BO
2009
Bank OZK
Arkansas
$1.61M +$156K +297 +11%
PTC
2010
Philadelphia Trust Company
Pennsylvania
$1.61M
ACM
2011
Advance Capital Management
Michigan
$1.6M +$5.78K +11 +0.4%
MIA
2012
MMBG Investment Advisors
Florida
$1.6M
SIA
2013
Schechter Investment Advisors
Michigan
$1.59M -$3.68K -7 -0.2%
LAS
2014
Lloyd Advisory Services
Georgia
$1.59M +$1.53M +2,903 New
BFP
2015
Briaud Financial Planning
Texas
$1.59M
HCA
2016
Horan Capital Advisors
Ohio
$1.58M +$145K +275 +11%
BFWA
2017
Benchmark Financial Wealth Advisors
Florida
$1.58M -$253K -482 -14%
BOPW
2018
Brandywine Oak Private Wealth
Pennsylvania
$1.58M -$166K -315 -10%
FS
2019
Financial Symmetry
North Carolina
$1.58M +$922K +1,754 +156%
GC
2020
Gratus Capital
Georgia
$1.56M
CCA
2021
Cora Capital Advisors
New Jersey
$1.56M
HFS
2022
Heritage Financial Services
Massachusetts
$1.56M
KLCM
2023
KG&L Capital Management
Louisiana
$1.55M +$112K +213 +8%
FA
2024
Faithward Advisors
Pennsylvania
$1.55M +$7.36K +14 +0.5%
MFA
2025
McClarren Financial Advisors
Pennsylvania
$1.55M +$4.9M +9,323 +286%

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.