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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
LMKC
2476
L.M. Kohn & Company
Ohio
$651K -$95.7K -182 -14%
ACA
2477
Atlas Capital Advisors
Wyoming
$645K -$37.3K -71 -6%
UWM
2478
USAdvisors Wealth Management
Minnesota
$643K +$61.5K +117 +11%
BP
2479
BCK Partners
New York
$643K -$33.7K -64 -5%
AWM
2480
Aries Wealth Management
Maine
$640K +$78.9K +150 +15%
ISL
2481
Ingalls & Snyder LLC
New York
$638K
FFO
2482
Fiduciary Family Office
Florida
$635K -$145K -275 -19%
IC
2483
Inscription Capital
Texas
$635K +$526 +1 +0.1%
OIM
2484
Opus Investment Management
Massachusetts
$629K
SFP
2485
Strategic Financial Planning
Texas
$629K
ST
2486
Somerset Trust
Pennsylvania
$625K
IWM
2487
Iams Wealth Management
Nebraska
$625K +$31K +59 +5%
TPWM
2488
Twelve Points Wealth Management
Massachusetts
$623K +$30K +57 +5%
MPIA
2489
Mountain Pacific Investment Advisers
Idaho
$621K
CWP
2490
CFM Wealth Partners
Texas
$619K
NPFS
2491
Novak & Powell Financial Services
Florida
$619K +$226K +429 +61%
B
2492
Bellecapital
Switzerland
$617K -$73.6K -140 -11%
ACM
2493
Argent Capital Management
Missouri
$615K
CWM
2494
Collaborative Wealth Management
Florida
$614K +$81.5K +155 +16%
SIAG
2495
Safeguard Investment Advisory Group
California
$613K +$238K +453 +68%
GC
2496
Glenorchy Capital
Australia
$612K +$588K +1,118 New
AWM
2497
Activest Wealth Management
Florida
$608K +$8.41K +16 +1%
FI
2498
FWG Investments
Kentucky
$605K -$35.2K -67 -6%
B
2499
Bensler
Washington
$605K +$1.05K +2 +0.2%
FFWM
2500
Future Financial Wealth Management
Ohio
$603K

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.