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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
TWM
2576
Tanager Wealth Management
United Kingdom
$514K
WCM
2577
Whitener Capital Management
North Carolina
$513K -$36.8K -70 -7%
MCIA
2578
Mountain Capital Investment Advisors
Colorado
$512K +$20.5K +39 +4%
MSWM
2579
Mowery & Schoenfeld Wealth Management
Illinois
$512K
CRWM
2580
Castle Rock Wealth Management
California
$511K
NIM
2581
Nicollet Investment Management
Minnesota
$510K +$6.84K +13 +1%
PWG
2582
Private Wealth Group
Florida
$509K -$678K -1,290 -58%
MSFP
2583
Mark Sheptoff Financial Planning
Connecticut
$508K +$190K +361 +64%
HWMO
2584
Heritage Wealth Management (Ohio)
Ohio
$508K +$479K +910 New
MAWCM
2585
Mine & Arao Wealth Creation & Management
California
$507K +$15.2K +29 +3%
BFS
2586
Beacon Financial Strategies
North Carolina
$506K
RCM
2587
Richardson Capital Management
Wisconsin
$506K -$88.3K -168 -15%
SI
2588
Stonekeep Investments
New Mexico
$506K +$486K +924 New
GWA
2589
GGM Wealth Advisors
Maryland
$505K +$25.2K +48 +5%
SFS
2590
Security Financial Services
Indiana
$502K -$818K -1,555 -63%
IPA
2591
Investment Planning Advisors
Georgia
$501K +$482K +916 New
FSG
2592
Financial Strategies Group
Michigan
$501K +$526 +1 +0.1%
MP
2593
McDonald Partners
Ohio
$500K -$526 -1 -0.1%
WA
2594
Wealthstream Advisors
New York
$498K -$24.7K -47 -5%
CAM
2595
Congress Asset Management
Massachusetts
$497K -$118K -225 -20%
SAM
2596
Sequent Asset Management
Texas
$497K
TA
2597
TruWealth Advisors
Louisiana
$496K -$253K -481 -35%
MGWA
2598
Monument Group Wealth Advisors
Massachusetts
$495K +$169K +321 +55%
IHWM
2599
Iron Horse Wealth Management
Iowa
$495K
RB
2600
Richmond Brothers
Michigan
$494K -$3.15K -6 -0.7%

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.