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iShares Core S&P 500 ETF
IVV

3,082 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 1,313 increasing their positions, 1,213 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 93

28% more call options, than puts

Call options by funds: $416M | Put options by funds: $325M

13% more capital invested

Capital invested by funds: $295B → $334B (+$39.2B)

3% more funds holding in top 10

Funds holding in top 10: 976 → 1,003 (+27)

2% more funds holding

Funds holding: 3,017 → 3,082 (+65)

8% more repeat investments, than reductions

Existing positions increased: 1,313 | Existing positions reduced: 1,213

3.08% less ownership

Funds ownership: 76.81% → 73.72% (-3.1%)

Holders
3,082
Holders Change
+65
Holders Change %
+2.15%
% of All Funds
44.39%
Holding in Top 10
1,003
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+2.77%
% of All Funds
14.45%
New
199
Increased
1,313
Reduced
1,213
Closed
93
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.98B
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$3.92B
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.81B
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.59B
5
Goldman Sachs
Goldman Sachs
New York
+$912M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.51B
2
Millennium Management
Millennium Management
New York
-$4.33B
3
BlackRock
BlackRock
New York
-$2.53B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.01B
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.91B
Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2176
Matrix Asset Advisors
New York
$1.11M +$4K +8 +0.4%
FWM
2177
FMB Wealth Management
California
$1.11M – – –
AFO
2178
Arrowroot Family Office
California
$1.1M -$53.5K -107 -5%
RWA
2179
Roberts Wealth Advisors
California
$1.1M +$1.09M +2,177 New
YC
2180
Yarbrough Capital
Tennessee
$1.1M – – –
BRA
2181
Biechele Royce Advisors
Indiana
$1.1M – – –
LRIA
2182
Leonard Rickey Investment Advisors
Washington
$1.09M -$40.5K -81 -4%
HNWA
2183
Henrickson Nauta Wealth Advisors
Michigan
$1.09M +$143K +286 +16%
TYCC
2184
Texas Yale Capital Corp
Florida
$1.08M +$1.03M +2,061 New
SAA
2185
Southeast Asset Advisors
Georgia
$1.08M -$10K -20 -1%
AP
2186
Adero Partners
California
$1.08M – – –
BP
2187
BNP Paribas
France
$1.08M +$1.03M +2,049 New
WLIM
2188
White Lighthouse Investment Management
Massachusetts
$1.07M +$29K +58 +3%
GI
2189
GLOBALT Investments
Georgia
$1.07M +$500 +1 +0%
DW
2190
Dodds Wealth
Colorado
$1.07M +$7K +14 +0.7%
EP
2191
EPIQ Partners
Minnesota
$1.07M +$581K +1,162 +133%
HCA
2192
Harbor Capital Advisors
Illinois
$1.07M +$87.6K +175 +9%
PIA
2193
Pinion Investment Advisors
Kansas
$1.06M +$417K +834 +70%
AA
2194
Addison Advisors
Vermont
$1.06M +$148K +296 +17%
RK
2195
Rather & Kittrell
Tennessee
$1.06M -$1K -2 -0.1%
VIM
2196
Vista Investment Management
Pennsylvania
$1.06M – – –
SC
2197
Searle & Co
Connecticut
$1.06M +$75.1K +150 +8%
HIS
2198
Harvest Investment Services
Illinois
$1.05M +$50K +100 +5%
CAM
2199
Cozad Asset Management
Illinois
$1.05M +$254K +507 +34%
MCM
2200
Morton Capital Management
California
$1.05M -$51K -102 -5%
86 87
88
89 90

IVV Hedge Fund Activity: Q1 2024 in Review

3,082 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2024, worth a combined $334B — up 13% from $295B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new IVV positions and 93 closed out — a net gain of 106 holders — while 1,313 added to existing stakes and 1,213 trimmed.

The largest buyer was Bank of America, adding an estimated $3.98B. The largest seller was Morgan Stanley, cutting an estimated $9.51B.

  • 3,082 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2024, up from 3,017 in Q4 2023.
  • Funds reported $334B of iShares Core S&P 500 ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 199 funds opened new iShares Core S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +106 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2024 was Bank of America, an estimated $3.98B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.51B sold.

Based on aggregated 13F filings for Q1 2024.