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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
DFC
3101
DB Fitzpatrick & Co
Idaho
$27.4K +$526 +1 +2%
TRCT
3102
Tower Research Capital (TRC)
New York
$26.3K -$33.9M -64,390 -100%
TVWM
3103
Tower View Wealth Management
Wisconsin
$23.5K +$1.58K +3 +8%
BCM
3104
Birch Capital Management
Texas
$21.9K
CNBTD
3105
Citizens National Bank Trust Department
Mississippi
$21.9K
GI
3106
GS Investments
Minnesota
$18.2K
AF
3107
Arrow Financial
New York
$17K +$3.15K +6 +24%
S
3108
Syntrinsic
Colorado
$16.9K
FCMT
3109
Founders Capital Management (Texas)
Texas
$15.9K
CWM
3110
Cedar Wealth Management
California
$15.3K -$1.05K -2 -7%
W
3111
WealthCollab
Washington
$13.1K
PAIM
3112
Punch & Associates Investment Management
Minnesota
$12.6K
1IC
3113
1922 Investment Company
Texas
$10.9K +$10.5K +20 New
PCM
3114
Penserra Capital Management
California
$8K -$526 -1 -7%
FHC
3115
First Heartland Consultants
Missouri
$7.83K +$1.91M +3,638 +34%
WPWM
3116
Western Pacific Wealth Management
Illinois
$7.22K
GCM
3117
Gables Capital Management
Florida
$6.57K
MCA
3118
Maryland Capital Advisors
Maryland
$6.02K
AWA
3119
Alaska Wealth Advisors
Alaska
$2.74K
PFA
3120
Pathway Financial Advisers
Indiana
$1.68K +$526 +1 +33%
Belvedere Trading
3121
Belvedere Trading
Illinois
$1.09K +$1.05K +2 New
WA
3122
WestEnd Advisors
North Carolina
$415 +$526 +1 New
MB
3123
Mizuho Bank
Japan
-$210M -400,000 Closed
SPP
3124
Single Point Partners
Massachusetts
-$113M -214,217 Closed
AWC
3125
Abundance Wealth Counselors
Pennsylvania
-$109M -208,101 Closed

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.