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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
KA
3051
Kozak & Associates
Colorado
$97.2K -$21.6K -41 -19%
BIC
3052
Beach Investment Counsel
Pennsylvania
$96K +$92K +175 New
AGWCA
3053
Annis Gardner Whiting Capital Advisors
Florida
$93.8K +$14.2K +27 +19%
EWA
3054
Elevate Wealth Advisory
Georgia
$93.6K
PGAM
3055
Princeton Global Asset Management
New Jersey
$92.2K +$1.05K +2 +1%
CPG
3056
Custom Portfolio Group
Colorado
$89.7K
CP
3057
Camelot Portfolios
Ohio
$89.2K +$85.7K +163 New
FF
3058
Friedenthal Financial
New Jersey
$88.1K -$23.7K -45 -22%
RA
3059
Ransom Advisory
Rhode Island
$87.6K
KWAG
3060
Kiely Wealth Advisory Group
North Carolina
$84.6K +$54.2K +103 +184%
RF
3061
Robinswood Financial
Washington
$84.3K +$81K +154 New
OCM
3062
Osterweis Capital Management
California
$83.2K
AFWM
3063
Abich Financial Wealth Management
Virginia
$81.3K -$526 -1 -0.7%
PIS
3064
POM Investment Strategies
North Carolina
$81K +$77.8K +148 New
PCM
3065
Perritt Capital Management
Illinois
$80.2K
DMIC
3066
Dixon Mitchell Investment Counsel
British Columbia, Canada
$77.2K
AF
3067
Aviso Financial
Ontario, Canada
$76.6K +$73.6K +140 New
GPFA
3068
Game Plan Financial Advisors
Ohio
$76.1K
AWM
3069
Atticus Wealth Management
Florida
$73.3K -$526 -1 -0.7%
FFA
3070
Fairfield Financial Advisors
Massachusetts
$68.9K +$66.3K +126 New
YAL
3071
Your Advocates Ltd
Texas
$66.8K
ATC
3072
Adirondack Trust Company
New York
$66.2K
FFC
3073
First Financial Corp
Indiana
$63.5K
EA
3074
Evolution Advisers
Virginia
$62K +$7.36K +14 +14%
PP
3075
PrairieView Partners
Minnesota
$61K +$59.4K +113 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.