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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
CBA
2801
Coastal Bridge Advisors
Connecticut
$329K -$9.99K -19 -3%
CBOR
2802
Community Bank of Raymore
Missouri
$328K
DC
2803
Defender Capital
North Carolina
$328K
CHC
2804
City Holding Co
West Virginia
$328K +$1.05K +2 +0.3%
SBIA
2805
Sheaff Brock Investment Advisors
Indiana
$328K +$69.4K +132 +28%
GA
2806
GoalVest Advisory
New York
$327K -$3.68K -7 -1%
RSS
2807
Rosenblum Silverman Sutton
California
$327K
FIM
2808
FWL Investment Management
Texas
$327K +$314K +598 New
IA
2809
IMZ Advisory
Florida
$326K +$15.2K +29 +5%
FA
2810
FSA Advisors
Michigan
$324K -$8.94K -17 -3%
AWM
2811
Aspire Wealth Management
Massachusetts
$323K +$56.3K +107 +22%
SAM
2812
SignalPoint Asset Management
Missouri
$322K +$28.4K +54 +10%
DSC
2813
Duncker Streett & Co
Missouri
$322K +$31.6K +60 +11%
EE
2814
EWG Elevate
California
$321K
CJ
2815
Caitlin John
Michigan
$321K -$2.1K -4 -0.7%
PEA
2816
Park Edge Advisors
Ohio
$320K -$39.4K -75 -11%
WN
2817
Williams & Novak
California
$320K -$3.15K -6 -1%
UF
2818
Univest Financial
Pennsylvania
$319K -$34.2K -65 -10%
LIM
2819
Letson Investment Management
Georgia
$319K
TAM
2820
Taurus Asset Management
New York
$319K
CFGA
2821
Cambridge Financial Group (Arizona)
Arizona
$319K
BSG
2822
Black Swift Group
Colorado
$316K -$57.8K -110 -16%
MC
2823
Matisse Capital
Oregon
$316K +$78.9K +150 +35%
SEM
2824
Suncoast Equity Management
Florida
$316K +$303K +577 New
CMAI
2825
Capital Management Associates Inc
Minnesota
$315K

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.