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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
FCCM
2601
First City Capital Management
Georgia
$494K
IPW
2602
Inlet Private Wealth
Florida
$494K +$28.4K +54 +6%
LWM
2603
Lodestone Wealth Management
Washington
$493K +$24.7K +47 +5%
RCG
2604
Regatta Capital Group
California
$493K
MAWAG
2605
Mid-American Wealth Advisory Group
Missouri
$493K -$34.2K -65 -7%
CCA
2606
Cravens & Co Advisors
Tennessee
$493K
RFP
2607
Root Financial Partners
California
$491K +$175K +333 +59%
AWP
2608
Abacus Wealth Partners
California
$491K +$30.5K +58 +7%
BB
2609
Bell Bank
North Dakota
$491K +$119K +226 +34%
KIM
2610
Kestra Investment Management
Texas
$490K +$471K +896 New
CAC
2611
Core Alternative Capital
Georgia
$489K
MFGM
2612
Marshall Financial Group (Maryland)
Maryland
$489K +$57.8K +110 +14%
GSB
2613
Greenfield Savings Bank
Massachusetts
$488K
VPWA
2614
Vestia Personal Wealth Advisors
Indiana
$487K +$467K +889 New
LWMG
2615
Levy Wealth Management Group
Pennsylvania
$486K +$118K +224 +34%
NA
2616
Nordwand Advisors
Pennsylvania
$484K
WWG
2617
West Wealth Group
California
$484K +$51.5K +98 +12%
BW
2618
Basepoint Wealth
Iowa
$484K +$93.6K +178 +25%
UBG
2619
United Bank (Georgia)
Georgia
$483K -$67.3K -128 -13%
PGF
2620
Plan Group Financial
Oklahoma
$483K +$40.5K +77 +10%
MA
2621
MAS Advisors
Florida
$481K
BWP
2622
Barlow Wealth Partners
Kentucky
$481K +$188K +358 +68%
USB
2623
Union Savings Bank
Connecticut
$480K
PD
2624
Planning Directions
Pennsylvania
$479K +$1.05K +2 +0.2%
CP
2625
Covenant Partners
Tennessee
$479K

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.