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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
BOH
251
Bank of Hawaii
Hawaii
$127M -$4.29M -8,153 -3%
GAM
252
Gotham Asset Management
New York
$126M +$14.8M +28,155 +14%
MFIM
253
Mesirow Financial Investment Management
Illinois
$126M +$4.26M +8,102 +4%
CB
254
Commerce Bank
Missouri
$125M -$1.7M -3,240 -1%
HFBOT
255
Home Federal Bank of Tennessee
Tennessee
$125M +$451K +858 +0.4%
PFM
256
Phillips Financial Management
Indiana
$125M -$293K -557 -0.2%
LGWM
257
Litman Gregory Wealth Management
California
$125M +$2.19M +4,169 +2%
RWP
258
RWA Wealth Partners
Massachusetts
$124M +$9.64M +18,329 +9%
RI
259
RPTC Inc
Wyoming
$123M +$3.31M +6,294 +3%
OIA
260
OneDigital Investment Advisors
Kansas
$123M -$38.7M -73,537 -25%
FSWA
261
Financial Synergies Wealth Advisors
Texas
$123M -$3.32M -6,312 -3%
PP
262
Pegasus Partners
Wisconsin
$122M -$604K -1,148 -0.5%
FNBT
263
FineMark National Bank & Trust
Florida
$121M +$6.2M +11,788 +6%
RIS
264
Retirement Income Solutions
Michigan
$120M +$1.29M +2,452 +1%
PWM
265
Perigon Wealth Management
California
$120M +$434K +825 +0.4%
FHA
266
First Horizon Advisors
Tennessee
$120M -$365K -695 -0.3%
JFA
267
JNBA Financial Advisors
Minnesota
$119M +$25.1M +47,672 +28%
Lido Advisors
268
Lido Advisors
California
$117M +$5.74M +10,907 +5%
AWM
269
Apollon Wealth Management
South Carolina
$117M +$11.2M +21,214 +11%
IWA
270
Icon Wealth Advisors
Texas
$117M -$13.1M -24,998 -11%
BRWA
271
B. Riley Wealth Advisors
Florida
$117M -$27.2M -51,657 -20%
RWM
272
Rezny Wealth Management
Florida
$116M +$8.84M +16,802 +9%
NMIMC
273
Northwestern Mutual Investment Management Company
Wisconsin
$116M -$76.4M -145,200 -41%
SHJ
274
Sharkey, Howes & Javer
Colorado
$115M -$42.5M -80,863 -28%
MA
275
Mutual Advisors
Nebraska
$115M +$1.39M +2,635 +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.