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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
SNB
226
Security National Bank
Nebraska
$149M
DWM
227
Dakota Wealth Management
Florida
$148M -$860K -1,635 -0.6%
MIM
228
Monashee Investment Management
Massachusetts
$146M +$10.8M +20,500 +8%
MWM
229
Modera Wealth Management
New Jersey
$146M -$636K -1,209 -0.5%
TLFA
230
True Link Financial Advisors
California
$145M -$217K -412 -0.2%
Daiwa Securities Group
231
Daiwa Securities Group
Japan
$145M -$19.8M -37,593 -13%
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144M -$9.51M -18,086 -6%
EPA
233
Element Pointe Advisors
Florida
$144M -$1.5M -2,860 -1%
FFA
234
Farther Finance Advisors
California
$143M +$21.8M +41,429 +19%
CWM
235
Calamos Wealth Management
Illinois
$142M -$6.67M -12,682 -5%
Kayne Anderson Rudnick Investment Management
236
Kayne Anderson Rudnick Investment Management
California
$138M +$10.6M +20,065 +9%
2P
237
26North Partners
New York
$136M +$95.7K +182 +0.1%
MFS
238
McNamara Financial Services
Massachusetts
$135M +$9.01M +17,140 +7%
LF
239
Lee Financial
Texas
$134M +$6.21M +11,815 +5%
SWA
240
SFMG Wealth Advisors
Texas
$134M -$937K -1,781 -0.7%
SWM
241
Spire Wealth Management
Virginia
$131M -$20.3M -38,623 -14%
FFA
242
First Foundation Advisors
California
$131M +$13.3M +25,206 +12%
UWPG
243
Ullmann Wealth Partners Group
Florida
$131M +$3.6M +6,854 +3%
JSTA
244
Japan Science & Technology Agency
Japan
$130M
ASN
245
Advisory Services Network
Georgia
$130M +$6.7M +12,740 +6%
GC
246
Grimes & Company
Massachusetts
$130M -$4.67M -8,876 -4%
GIM
247
Goelzer Investment Management
Indiana
$130M +$17.6M +33,510 +16%
Sumitomo Mitsui Trust Group
248
Sumitomo Mitsui Trust Group
Japan
$130M +$38.6M +73,377 +45%
MFG
249
Merit Financial Group
Georgia
$129M +$892K +1,696 +0.7%
SSB
250
Sandy Spring Bank
Maryland
$128M +$7.13M +13,550 +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.