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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
BCM
2201
Beck Capital Management
Texas
$1.05M +$192K +383 +24%
TWP
2202
Total Wealth Planning
Ohio
$1.04M +$81.1K +162 +9%
HC
2203
Hamilton Capital
Ohio
$1.04M -$64K -128 -6%
ACM
2204
Ardent Capital Management
Ohio
$1.03M – – –
SM
2205
Sensible Money
Arizona
$1.03M +$10.5K +21 +1%
LWM
2206
LJI Wealth Management
Indiana
$1.03M +$137K +273 +16%
AWM
2207
Affinity Wealth Management
Delaware
$1.03M – – –
CA
2208
Cortland Associates
Missouri
$1.03M -$410K -820 -30%
O3W
2209
Omni 360 Wealth
New Jersey
$1.02M +$6.5K +13 +0.7%
RFWA
2210
RPg Family Wealth Advisory
Massachusetts
$1.02M -$35K -70 -3%
Members Trust
2211
Members Trust
Florida
$1.02M +$469K +937 +93%
SWA
2212
Sightline Wealth Advisors
Connecticut
$1.02M -$106K -211 -10%
JC
2213
Jentner Corp
Ohio
$1.02M – – –
FSA
2214
Fort Sheridan Advisors
Illinois
$1.01M – – –
NG
2215
Norden Group
Utah
$1.01M +$963K +1,924 New
BOM
2216
Bank of Marin
California
$1.01M – – –
SAG
2217
SageView Advisory Group
California
$1.01M -$15.6M -31,099 -79%
CCM
2218
Colorado Capital Management
Colorado
$1.01M -$72.1K -144 -7%
BFA
2219
Bill Few Associates
Pennsylvania
$1.01M -$47K -94 -5%
SRCM
2220
Signature Resources Capital Management
California
$1M – – –
BI
2221
Ballast Inc
Kentucky
$1M +$4K +8 +0.4%
CWM
2222
Chicago Wealth Management
Illinois
$1M +$92.1K +184 +11%
CNFG
2223
Creegan & Nassoura Financial Group
New Hampshire
$1M +$52K +104 +6%
MWM
2224
Marion Wealth Management
Pennsylvania
$990K -$16K -32 -2%
MW
2225
MBL Wealth
North Carolina
$989K – – –
87 88
89
90 91

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.