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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
SMA
2526
Seven Mile Advisory
New Jersey
$570K
HFS
2527
Haverford Financial Services
Pennsylvania
$569K -$94.7K -180 -15%
KCFA
2528
Key Client Fiduciary Advisors
New Jersey
$568K -$55.7K -106 -9%
PT
2529
Plimoth Trust
Massachusetts
$566K -$36.8K -70 -6%
WOC
2530
West Oak Capital
California
$566K +$26.3K +50 +5%
Balyasny Asset Management
2531
Balyasny Asset Management
Illinois
$565K +$543K +1,032 New
RFN
2532
RDA Financial Network
Iowa
$565K +$11.6K +22 +2%
CFAM
2533
Center For Asset Management
Florida
$564K +$1.58K +3 +0.3%
DAM
2534
Delta Asset Management
Tennessee
$563K
FA
2535
Fiduciary Alliance
South Carolina
$563K +$2.1K +4 +0.4%
AWA
2536
Acorn Wealth Advisors
Michigan
$562K +$541K +1,028 New
RWS
2537
Resolute Wealth Strategies
Mississippi
$562K +$526 +1 +0.1%
MLL
2538
Moody Lynn & Lieberson
Massachusetts
$560K
CSB
2539
City State Bank
Iowa
$559K +$5.26K +10 +1%
SOAG
2540
Silver Oak Advisory Group
Oregon
$557K -$10.5K -20 -2%
DA
2541
Dash Acquisitions
California
$555K +$52.1K +99 +11%
MPCG
2542
Matrix Private Capital Group
New York
$554K
KFS
2543
Kaizen Financial Strategies
California
$553K +$120K +229 +29%
SF
2544
Safeguard Financial
Wisconsin
$552K -$526 -1 -0.1%
PAM
2545
Peninsula Asset Management
Florida
$551K +$530K +1,007 New
ETIA
2546
Epic Trust Investment Advisors
Washington
$549K -$12.6K -24 -2%
DFA
2547
Delta Financial Advisors
Louisiana
$548K -$213K -406 -29%
EB
2548
Eastern Bank
Massachusetts
$547K
GG
2549
Gleason Group
Kentucky
$546K +$1.58K +3 +0.3%
FSA
2550
Financial Security Advisor
Virginia
$546K +$80.5K +153 +18%

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.