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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
OPPS
2776
Obsidian Personal Planning Solutions
Maryland
$355K +$5.78K +11 +2%
KOMWMG
2777
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$355K +$526 +1 +0.2%
VFG
2778
Victory Financial Group
Texas
$352K +$71.5K +136 +27%
ISWM
2779
Independent Solutions Wealth Management
New York
$351K +$80.5K +153 +31%
WIM
2780
Westside Investment Management
California
$347K
FMTCOCP
2781
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$347K
CIG
2782
Cairn Investment Group
Washington
$347K +$100K +191 +43%
SFG
2783
Synergy Financial Group
California
$347K
TWM
2784
TriaGen Wealth Management
California
$346K +$526 +1 +0.2%
BFWM
2785
Bright Futures Wealth Management
New York
$344K -$33.7K -64 -9%
AFS
2786
AFG Fiduciary Services
Massachusetts
$344K
LF
2787
LifeSteps Financial
California
$343K
CW
2788
Channel Wealth
California
$339K -$29.4K -56 -8%
LFA
2789
Lauterbach Financial Advisors
Texas
$339K
MG
2790
MilWealth Group
Wisconsin
$338K -$56.8K -108 -15%
FFA
2791
Fortune Financial Advisors
Kansas
$337K -$198K -376 -38%
PA
2792
Probity Advisors
Texas
$335K -$172K -328 -35%
LAM
2793
Lewis Asset Management
California
$335K +$1.05K +2 +0.3%
GSC
2794
G&S Capital
Colorado
$333K +$23.1K +44 +8%
WFG
2795
Wills Financial Group
Virginia
$331K
MCG
2796
McCollum Christoferson Group
New York
$331K +$26.3K +50 +9%
KA
2797
Kearns & Associates
California
$331K
BWL
2798
Beacon Wealthcare LLC
North Carolina
$330K
FLA
2799
Financial Life Advisors
Texas
$329K
TCMP
2800
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$316K +600 New

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.