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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
HCM
2951
Hillman Capital Management
Maryland
$225K
MFG
2952
Marmo Financial Group
Tennessee
$225K +$217K +412 New
TWM
2953
TMD Wealth Management
Arizona
$225K
DWA
2954
Douglass Winthrop Advisors
New York
$224K +$216K +410 New
VWA
2955
Valued Wealth Advisors
Utah
$223K +$526 +1 +0.2%
NC
2956
NBW Capital
Massachusetts
$223K -$86.8K -165 -29%
PWM
2957
Provident Wealth Management
Tennessee
$223K -$3.15K -6 -1%
RS
2958
Rakuten Securities
Japan
$223K +$213K +405 +20,250%
OWM
2959
Opes Wealth Management
California
$222K +$213K +406 New
UAS
2960
United Asset Strategies
New York
$222K +$213K +406 New
T
2961
TCWP
Ohio
$222K -$28.4K -54 -12%
EWS
2962
Evergreen Wealth Solutions
Pennsylvania
$221K -$9.99K -19 -4%
MWP
2963
Meredith Wealth Planning
Illinois
$219K -$28.4K -54 -12%
HC
2964
Hourglass Capital
Texas
$219K -$57.3K -109 -21%
AMIM
2965
Aull & Monroe Investment Management
Alabama
$219K
EM
2966
ELCO Management
New York
$218K
CWA
2967
CJM Wealth Advisers
Virginia
$218K
TDC
2968
Thompson Davis & Co
Virginia
$218K +$526 +1 +0.3%
RH
2969
RFG Holdings
Texas
$218K +$209K +397 New
DSAM
2970
Dock Street Asset Management
Florida
$217K -$5.78K -11 -3%
HHRDM
2971
H&H Retirement Design & Management
Nevada
$216K +$204K +388 New
LS
2972
Leelyn Smith
Illinois
$216K -$6.84K -13 -3%
VNIM
2973
Vaughan Nelson Investment Management
Texas
$216K
KIA
2974
Knollwood Investment Advisory
Maryland
$216K
CPA
2975
Clear Point Advisors
New York
$215K -$61.5K -117 -23%

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.