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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
SGI
2626
Summit Global Investments
Utah
$478K -$123K -234 -21%
AA
2627
Apriem Advisors
California
$477K +$75.2K +143 +20%
FCT
2628
Family Capital Trust
Massachusetts
$476K -$7.89K -15 -2%
CPP
2629
Capasso Planning Partners
South Carolina
$475K +$25.2K +48 +6%
PAG
2630
Powers Advisory Group
Illinois
$475K +$456K +868 New
CFFP
2631
Center for Financial Planning
Michigan
$474K -$84.1K -160 -16%
SCM
2632
Sollinda Capital Management
Florida
$472K +$454K +863 New
SIC
2633
SJS Investment Consulting
Ohio
$471K
WA
2634
Wambolt & Associates
Colorado
$471K -$3.68K -7 -0.8%
HIGP
2635
Hill Investment Group Partners
Missouri
$470K -$526 -1 -0.1%
FF
2636
Farrell Financial
New York
$470K +$1.58K +3 +0.4%
CNBT
2637
Cornerstone National Bank & Trust
Illinois
$469K
SAW
2638
Signal Advisors Wealth
Michigan
$468K -$9.87M -18,772 -96%
GC
2639
Guidance Capital
Kentucky
$467K -$1.05K -2 -0.2%
MAS
2640
Meeder Advisory Services
Ohio
$465K +$447K +850 New
SWK
2641
Stephen W. Kidder
$465K
FPGT
2642
Financial Partners Group (Tennessee)
Tennessee
$462K +$1.05K +2 +0.2%
POIA
2643
Pin Oak Investment Advisors
Texas
$461K
BCM
2644
BluePath Capital Management
Georgia
$461K +$110K +209 +33%
RW
2645
RVW Wealth
California
$460K +$17.4K +33 +4%
KAM
2646
Kraft Asset Management
Tennessee
$459K -$17.4K -33 -4%
DCM
2647
Davis Capital Management
Florida
$458K -$1.58K -3 -0.4%
TFG
2648
Taylor Financial Group
Virginia
$457K -$12.1K -23 -3%
TFA
2649
Tobias Financial Advisors
Florida
$456K
HCMG
2650
Howard Capital Management Group
California
$456K -$526 -1 -0.1%

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.