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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
SHFA
2726
SS&H Financial Advisors
Michigan
$400K
DA
2727
Dover Advisors
Virginia
$399K -$4.21K -8 -1%
MVA
2728
Mount Vernon Associates
Maryland
$395K +$379K +721 New
NAMM
2729
NorthStar Asset Management (Massachusetts)
Massachusetts
$395K -$2.63K -5 -0.7%
ACM
2730
Altrius Capital Management
North Carolina
$394K -$130K -248 -26%
FA
2731
Financial Alternatives
California
$392K
CMP
2732
Coston McIsaac & Partners
Maine
$392K
PWM
2733
Prentice Wealth Management
New York
$391K -$23.1K -44 -6%
RCG
2734
Rock Creek Group
District of Columbia
$390K -$371K -706 -50%
IWP
2735
Invenio Wealth Partners
Florida
$389K -$52.6K -100 -12%
FCG
2736
Fielder Capital Group
Tennessee
$389K
VRM
2737
Vectors Research Management
New York
$387K -$123K -234 -25%
HVIA
2738
Hudson Valley Investment Advisors
New York
$386K -$25.2K -48 -6%
BCA
2739
Ballentine Capital Advisors
South Carolina
$386K -$526 -1 -0.1%
KNW
2740
Kesler Norman & Wride
Utah
$386K
SGWM
2741
Sterling Group Wealth Management
California
$386K +$371K +705 New
SSWM
2742
Strait & Sound Wealth Management
California
$383K +$368K +700 New
CSPAM
2743
Cary Street Partners Asset Management
Virginia
$383K +$36.8K +70 +11%
PCM
2744
Pointe Capital Management
Michigan
$382K
MSS
2745
Mitchell Sinkler & Starr
Pennsylvania
$381K
CGH
2746
Crossmark Global Holdings
Texas
$381K -$59.4K -113 -14%
CPWM
2747
Cypress Point Wealth Management
Texas
$380K
IWP
2748
Insight Wealth Partners
Texas
$380K
DK
2749
David Kennon
Florida
$379K
GWAM
2750
Guardian Wealth Advisors (Minnesota)
Minnesota
$378K

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.