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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
AFG
2651
Albion Financial Group
Utah
$455K +$244K +464 +126%
TFG
2652
Team Financial Group
California
$455K +$3.15K +6 +0.7%
RTC
2653
Riverview Trust Company
Washington
$454K
GCP
2654
GSA Capital Partners
United Kingdom
$453K +$118K +224 +37%
CP
2655
Castleview Partners
Texas
$452K +$92.5K +176 +27%
EFA
2656
Edge Financial Advisors
Illinois
$451K +$434K +825 New
FWM
2657
Finer Wealth Management
Massachusetts
$450K -$15.8K -30 -4%
AIM
2658
Avity Investment Management
Connecticut
$449K
BFA
2659
Buttonwood Financial Advisors
Maryland
$447K +$34.7K +66 +9%
FVWA
2660
Foster Victor Wealth Advisors
South Carolina
$446K +$161K +307 +64%
RFN
2661
Redwood Financial Network
Ohio
$445K -$9.99K -19 -2%
LK
2662
Lumbard & Kellner
New Hampshire
$444K -$15.8K -30 -4%
MIC
2663
Meridian Investment Counsel
California
$443K
LA
2664
LVW Advisors
New York
$443K -$526 -1 -0.1%
DPW
2665
DiNuzzo Private Wealth
Pennsylvania
$442K
AHC
2666
Adell Harriman & Carpenter
Texas
$441K -$95.7K -182 -18%
MKA
2667
M. Kulyk & Associates
Georgia
$441K +$424K +806 New
SIC
2668
Samalin Investment Counsel
New York
$440K +$68.9K +131 +19%
OFP
2669
OLIO Financial Planning
Virginia
$440K
PFG
2670
Pinnacle Financial Group
Illinois
$439K
FA
2671
Fagan Associates
New York
$439K -$21K -40 -5%
PIM
2672
Penobscot Investment Management
Massachusetts
$438K +$69.9K +133 +20%
Invesco
2673
Invesco
Georgia
$437K +$420K +798 New
AC
2674
AIFG Consultants
New York
$437K +$419K +797 New
ECM
2675
Elgethun Capital Management
South Dakota
$436K

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.