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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
OFG
2826
Orcam Financial Group
California
$315K
PAM
2827
Palisade Asset Management
Minnesota
$315K -$80.5K -153 -21%
BCM
2828
Buckhead Capital Management
Georgia
$314K +$34.7K +66 +13%
IWP
2829
Innova Wealth Partners
Pennsylvania
$314K +$301K +573 New
EGA
2830
Eagle Global Advisors
Texas
$313K +$89.4K +170 +42%
LCM
2831
LVM Capital Management
Michigan
$312K
HWM
2832
HRC Wealth Management
Idaho
$312K +$526 +1 +0.2%
GC
2833
GFG Capital
Florida
$311K
HBT
2834
Hills Bank & Trust
Iowa
$309K
DBRC
2835
D.B. Root & Company
Pennsylvania
$309K
EC
2836
Eaton-Cambridge
Arizona
$309K -$1.05K -2 -0.4%
FFA
2837
Frazier Financial Advisors
Ohio
$307K +$1.58K +3 +0.5%
MGIA
2838
Matthew Goff Investment Advisor
Texas
$306K +$58.4K +111 +25%
AHB
2839
Abner Herrman & Brock
New Jersey
$306K -$1.58K -3 -0.5%
WF
2840
WoodTrust Financial
Wisconsin
$306K +$294K +560 New
BAM
2841
Byrne Asset Management
New Jersey
$305K -$296K -563 Closed
RSVP
2842
Ramsay Stattman Vela & Price
Colorado
$303K +$291K +553 New
I
2843
IMPACTfolio
Colorado
$302K
ICM
2844
Intrepid Capital Management
Florida
$302K
HAM
2845
Harmony Asset Management
Arizona
$301K -$21K -40 -7%
CPA
2846
Capital Planning Advisors
California
$300K
DOA
2847
D'Orazio & Associates
Virginia
$299K +$288K +547 New
SAI
2848
Systematic Alpha Investments
New Jersey
$298K
ACA
2849
American Capital Advisory
Idaho
$297K
VDI
2850
Vaughan David Investments
Illinois
$297K -$57.3K -109 -17%

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.