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
CBB
2276
Citizens Business Bank
California
$958K
TAM
2277
Tocqueville Asset Management
New York
$956K -$227K -432 -20%
PCMC
2278
Private Capital Management (Colorado)
Colorado
$952K -$634K -1,206 -41%
WAOTB
2279
Wealth Advisors of Tampa Bay
Florida
$950K
LJAC
2280
L.J. Altfest & Co
New York
$948K +$251K +478 +38%
ST
2281
Spinnaker Trust
Maine
$946K +$311K +592 +52%
AWMS
2282
Advocacy Wealth Management Services
Georgia
$945K -$290K -551 -24%
NL
2283
Navalign LLC
California
$944K -$327K -622 -27%
KWM
2284
Kolinsky Wealth Management
New Jersey
$943K -$697K -1,326 -43%
FWP
2285
Falcon Wealth Planning
California
$943K +$45.7K +87 +5%
RZH
2286
Relyea Zuckerberg Hanson
Connecticut
$942K +$44.7K +85 +5%
CAAS
2287
Capital Asset Advisory Services
Michigan
$938K -$486K -925 -36%
AIS
2288
American Investment Services
Massachusetts
$936K -$41.5K -79 -4%
TCCM
2289
Timber Creek Capital Management
Massachusetts
$934K
AP
2290
Adero Partners
California
$932K -$186K -353 -17%
GL
2291
Gerber LLC
Ohio
$931K +$526 +1 +0.1%
IWS
2292
Insight Wealth Strategies
California
$930K +$119K +226 +15%
WIM
2293
Waverton Investment Management
United Kingdom
$927K
NEWAS
2294
N.E.W. Advisory Services
Wisconsin
$927K +$15.2K +29 +2%
KFP
2295
Keener Financial Planning
Texas
$923K
TWA
2296
Talisman Wealth Advisors
New Jersey
$922K -$5.26K -10 -0.6%
TI
2297
Trexquant Investment
Connecticut
$922K -$1.54M -2,924 -63%
LWCFA
2298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$920K -$59.4K -113 -7%
HSG
2299
Helen Stephens Group
Texas
$919K +$883K +1,680 New
FNB
2300
Farmers National Bank
Kentucky
$918K -$5.26K -10 -0.6%

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.