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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
FTIS
2976
First Trust Investment Solutions
Florida
$215K +$207K +394 New
EFMC
2977
Empire Financial Management Company
New York
$215K +$2.1K +4 +1%
AIM
2978
Anchor Investment Management
South Carolina
$215K -$9.99K -19 -5%
DJFS
2979
Dean Jacobson Financial Services
Texas
$215K
SCM
2980
Stordahl Capital Management
Colorado
$215K
HAS
2981
Horizon Advisory Services
New York
$214K
M
2982
MYeCFO
California
$214K
DWM
2983
Dopkins Wealth Management
New York
$214K
OPOWM
2984
One Plus One Wealth Management
Florida
$213K -$50.5K -96 -20%
CFGSD
2985
Compass Financial Group (South Dakota)
South Dakota
$213K
BFS
2986
Baskin Financial Services
Ontario, Canada
$213K +$205K +390 New
HI
2987
Harper Investing
California
$213K +$205K +389 New
CIG
2988
Cullen Investment Group
Louisiana
$212K -$26.3K -50 -11%
KHCM
2989
Kirtland Hills Capital Management
Ohio
$212K
MWM
2990
Moulton Wealth Management
Washington
$211K +$198K +376 New
RMF
2991
Red Mountain Financial
Colorado
$211K +$203K +386 New
BZWA
2992
Blue Zone Wealth Advisors
California
$211K -$79.9K -152 -28%
DWS
2993
Discipline Wealth Solutions
South Carolina
$210K +$201K +383 New
LEFP
2994
Leading Edge Financial Planning
Tennessee
$209K
PCMC
2995
Planning Capital Management Corporation
Pennsylvania
$209K
AAS
2996
Asset Allocation Strategies
Michigan
$209K +$200K +381 New
MBFW
2997
Morton Brown Family Wealth
Pennsylvania
$207K +$22.1K +42 +13%
SA
2998
Shilanski & Associates
Alaska
$207K +$199K +379 New
GTAM
2999
Global Trust Asset Management
Florida
$207K +$9.99K +19 +5%
EG
3000
Ellerson Group
Maryland
$205K -$39.4K -75 -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.