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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
SFWC
2751
Strategic Family Wealth Counselors
New Jersey
$378K +$1.58K +3 +0.4%
SAM
2752
Seelaus Asset Management
New Jersey
$378K
SPI
2753
Sutton Place Investors
New York
$377K -$91.5K -174 -20%
ACM
2754
Alpha Capital Management
Texas
$376K
BC
2755
Bowman & Company
Wisconsin
$376K +$57.3K +109 +19%
NCM
2756
Neumann Capital Management
California
$375K
NG
2757
NWK Group
California
$375K
GGV
2758
GG Group Ventures
Florida
$374K +$361K +687 New
EA
2759
Ellsworth Advisors
Ohio
$374K +$1.05K +2 +0.3%
HWM
2760
Hassell Wealth Management
Louisiana
$372K -$7.89K -15 -2%
HFM
2761
Hartford Funds Management
Pennsylvania
$369K +$355K +675 New
TFA
2762
Trinity Financial Advisors
Ohio
$368K -$14.2K -27 -4%
SRA
2763
Secured Retirement Advisors
Minnesota
$367K -$11K -21 -3%
LIA
2764
Lynx Investment Advisory
District of Columbia
$367K +$352K +670 New
JLBC
2765
J.L. Bainbridge & Co
Florida
$366K
FCM
2766
Fogel Capital Management
Florida
$365K -$123K -233 -26%
AIS
2767
AM Investment Strategies
Tennessee
$364K +$6.84K +13 +2%
VW
2768
Veridan Wealth
Oregon
$364K +$308K +586 New
Legacy Financial Group (Iowa)
2769
Legacy Financial Group (Iowa)
Iowa
$363K +$40.5K +77 +13%
RMCM
2770
Reynders McVeigh Capital Management
Massachusetts
$362K -$158K -300 -31%
NHFG
2771
New Harbor Financial Group
Massachusetts
$361K -$149K -284 -30%
EL
2772
EWA LLC
Pennsylvania
$361K +$526 +1 +0.2%
NCM
2773
Noesis Capital Mangement
Florida
$358K +$140K +266 +69%
HBW
2774
Hazlett, Burt & Watson
West Virginia
$357K +$62K +118 +22%
WIC
2775
Wilkins Investment Counsel
Massachusetts
$356K -$52.6K -100 -13%

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.