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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
HAS
2876
HBW Advisory Services
California
$277K -$30.5K -58 -10%
SCM
2877
Stonehearth Capital Management
Massachusetts
$277K -$75.2K -143 -22%
YCM
2878
Yousif Capital Management
Michigan
$276K
SC
2879
Schulhoff & Co
Ohio
$275K
BC
2880
Belmont Capital
California
$274K
LB
2881
Legacy Bridge
Iowa
$274K
CICI
2882
Capital Investment Counsel Inc
North Carolina
$273K +$20.5K +39 +8%
AMM
2883
American Money Management
California
$273K -$4.21K -8 -2%
GA
2884
Gordian Advisors
Arizona
$273K
QFA
2885
Quattro Financial Advisors
Texas
$273K
FMI
2886
F/M Investments
District of Columbia
$271K -$1.21M -2,301 -82%
HNWAG
2887
High Net Worth Advisory Group
Florida
$271K
AC
2888
Addison Capital
Pennsylvania
$271K +$260K +495 New
VCM
2889
Verde Capital Management
Michigan
$271K -$5.26K -10 -2%
AAIM
2890
Asset Advisors Investment Management
Georgia
$268K
RCA
2891
Ranch Capital Advisors
Florida
$268K +$526 +1 +0.2%
WFS
2892
Walker Financial Services
Kentucky
$267K -$8.41K -16 -3%
BC
2893
Brio Consultants
California
$266K -$37.9K -72 -13%
CNC
2894
Citizens & Northern Corp
Pennsylvania
$265K -$96.8K -184 -28%
BBA
2895
Braun-Bostich & Associates
Pennsylvania
$265K -$907K -1,724 -78%
RPCA
2896
Running Point Capital Advisors
California
$264K +$53.6K +102 +27%
ALC
2897
Alexander Labrunerie & Co
Missouri
$264K
KCM
2898
Kathmere Capital Management
Pennsylvania
$263K
FFIC
2899
First Fiduciary Investment Counsel
Ohio
$263K +$526 +1 +0.2%
FFA
2900
Florida Financial Advisors
Florida
$263K -$93.1K -177 -27%

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.