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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
ACM
3026
Anfield Capital Management
California
$155K +$11.6K +22 +8%
SCA
3027
Stuart Chaussee & Associates
California
$154K +$123K +233 +476%
PCTC
3028
Perkins Coie Trust Company
Washington
$149K
DF
3029
DecisionPoint Financial
Arizona
$149K +$28.9K +55 +26%
HIIFS
3030
Harel Insurance Investments & Financial Services
Israel
$143K +$138K +262 New
LFASL
3031
Lugano Financial Advisors SA (LFA)
Switzerland
$141K
WWM
3032
Wolff Wiese Magana
California
$138K
WCM
3033
Westend Capital Management
California
$138K
BCM
3034
Blume Capital Management
California
$137K
MCM
3035
Mill Capital Management
North Carolina
$137K
DF
3036
Dunhill Financial
United Kingdom
$133K +$38.9K +74 +44%
WCM
3037
Weaver Capital Management
Georgia
$131K +$526 +1 +0.4%
MM
3038
Main Management
California
$129K
BIA
3039
Bell Investment Advisors
California
$128K +$526 +1 +0.4%
MWA
3040
MFA Wealth Advisors
Pennsylvania
$120K +$115K +219 New
FFL
3041
Financial Freedom LLC
Ohio
$117K
CTC
3042
Cetera Trust Company
Minnesota
$115K
CAM
3043
Costello Asset Management
Pennsylvania
$109K
KFO
3044
Kopp Family Office
Minnesota
$108K
AT
3045
Avalon Trust
New Mexico
$104K
WAM
3046
WFA Asset Management
Wisconsin
$103K +$79.4K +151 +397%
MRCM
3047
M&R Capital Management
New Jersey
$103K
LFA
3048
Legend Financial Advisors
Pennsylvania
$101K
BAM
3049
Bellevue Asset Management
Washington
$101K
RP
3050
Rice Partnership
Hawaii
$101K +$96.8K +184 New

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.