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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
SPWG
2676
Syntegra Private Wealth Group
Missouri
$436K +$7.89K +15 +2%
FSA
2677
Financial Sense Advisors
California
$435K +$64.2K +122 +18%
PA
2678
Prism Advisors
California
$434K -$309K -588 -43%
CF
2679
Clarity Financial
Texas
$432K -$795K -1,511 -66%
WW
2680
Westshore Wealth
California
$432K -$7.89K -15 -2%
SWM
2681
SFG Wealth Management
Maryland
$429K +$30.5K +58 +8%
ESBC
2682
E.S. Barr & Co
Kentucky
$427K
QFA
2683
Quantum Financial Advisors
California
$426K
HWMT
2684
Heritage Wealth Management (Texas)
Texas
$426K -$371K -706 -48%
MCP
2685
Mirador Capital Partners
California
$424K -$2.63K -5 -0.6%
JWBC
2686
John W. Brooker & Co
California
$423K +$142K +270 +54%
JWM
2687
JPL Wealth Management
Colorado
$422K -$32.1K -61 -7%
PFA
2688
Petra Financial Advisors
Colorado
$420K +$21.6K +41 +6%
PWH
2689
Priebe Wealth Holdings
Minnesota
$419K -$5.26K -10 -1%
CAM
2690
Columbia Asset Management
Michigan
$419K -$19.5K -37 -5%
WAM
2691
WealthTrust Asset Management
Florida
$418K +$1.05K +2 +0.3%
IAP
2692
Indie Asset Partners
Indiana
$417K +$400K +761 New
RCP
2693
Rothschild Capital Partners
New York
$416K +$175K +332 +77%
JWBC
2694
J.W. Burns & Co
New York
$416K +$15.2K +29 +4%
W
2695
WorthPointe
California
$415K -$27.9K -53 -7%
CWP
2696
Core Wealth Partners
California
$414K +$526 +1 +0.1%
WTFG
2697
Wells Trecaso Financial Group
Ohio
$413K
OBGC
2698
O'Brien Greene & Co
Pennsylvania
$413K +$28.4K +54 +8%
SW
2699
StrongBox Wealth
Missouri
$412K +$396K +753 New
IC
2700
Innealta Capital
Texas
$411K

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.