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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
NAMP
2701
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$410K
PAWA
2702
Palo Alto Wealth Advisors
California
$410K +$1.58K +3 +0.4%
RIL
2703
Rothschild Investment LLC
Illinois
$410K -$43.1K -82 -10%
RFM
2704
Royal Fund Management
Florida
$410K -$107K -203 -21%
RWB
2705
RMR Wealth Builders
New Jersey
$410K +$526 +1 +0.1%
CHAM
2706
Clear Harbor Asset Management
Connecticut
$409K +$63.1K +120 +19%
MIP
2707
Marietta Investment Partners
Wisconsin
$408K
TPW
2708
TL Private Wealth
Texas
$407K +$1.05K +2 +0.3%
QIM
2709
Quest Investment Management
Oregon
$407K +$21K +40 +6%
GWANC
2710
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K -$32.1K -61 -8%
BWM
2711
BlackDiamond Wealth Management
New York
$406K -$9.46K -18 -2%
BBI
2712
Baxter Bros Inc
Connecticut
$405K
ORC
2713
O'Rourke & Company
Massachusetts
$405K +$21K +40 +6%
MTC
2714
Matrix Trust Company
Colorado
$404K +$5.78K +11 +2%
AIC
2715
Argus Investors Counsel
New York
$404K -$137K -260 -26%
WAG
2716
Wiser Advisor Group
Arizona
$403K +$127K +242 +49%
BCMO
2717
Buckingham Capital Management (Ohio)
Ohio
$403K -$81.5K -155 -17%
CFS
2718
CGC Financial Services
Oregon
$403K +$3.15K +6 +0.8%
LDB
2719
Lee, Danner & Bass
Tennessee
$403K +$387K +736 New
WIM
2720
Warwick Investment Management
Texas
$402K -$16.3K -31 -4%
OHWP
2721
Oak Harbor Wealth Partners
North Carolina
$402K
BTIM
2722
BancFirst Trust & Investment Management
Oklahoma
$402K +$385K +732 New
CPRC
2723
Consolidated Portfolio Review Corp
New York
$402K +$75.7K +144 +24%
TNA
2724
True North Advisors
Texas
$401K -$112K -213 -23%
CAM
2725
Close Asset Management
United Kingdom
$400K -$368K -700 -49%

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.