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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
GGI
3076
Godsey & Gibb Inc
Virginia
$60.2K
HFM
3077
Hartford Financial Management
Connecticut
$58.5K
EWP
3078
Elevation Wealth Partners
California
$57.5K
LI
3079
LRI Investments
Florida
$57.5K
PG
3080
Proffitt & Goodson
Tennessee
$56.4K +$9.46K +18 +21%
FMP
3081
Financial Management Professionals
Texas
$55K -$82.6K -157 -61%
KC
3082
Knuff & Co
California
$54.7K
BCPWM
3083
Bradley & Co Private Wealth Management
Florida
$52K
BLC
3084
Brown, Lisle/Cummings
Rhode Island
$51.4K
HB
3085
Horizon Bancorp
Indiana
$51K
LWA
3086
Lowe Wealth Advisors
Maryland
$49.3K
PWMG
3087
Private Wealth Management Group
New Jersey
$43.8K +$21K +40 +100%
VAG
3088
VisionPoint Advisory Group
Texas
$43.8K -$2.52M -4,789 -98%
C
3089
Covestor
United Kingdom
$43K -$526 -1 -1%
HI
3090
Hoey Investments
Pennsylvania
$41.6K +$40K +76 New
TIM
3091
Thompson Investment Management
Wisconsin
$38.9K
DWS
3092
Dynamic Wealth Strategies
California
$37K
1IA
3093
1620 Investment Advisors
Massachusetts
$36.1K +$34.7K +66 New
SN
3094
Sittner & Nelson
Oregon
$34.5K +$4.21K +8 +15%
BFS
3095
Burkett Financial Services
South Carolina
$34.5K
MAM
3096
Marquette Asset Management
Minnesota
$33.9K -$2.1K -4 -6%
CJH
3097
Christopher J. Hasenberg
Wisconsin
$33.4K +$8.94K +17 +39%
SWM
3098
Sanctuary Wealth Management
Idaho
$32.8K -$15.9M -30,165 -100%
EAM
3099
Eukles Asset Management
Ohio
$32.3K
B
3100
Birchbrook
Maine
$31.7K

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.