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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
LWMNY
3151
Landmark Wealth Management (New York)
New York
-$5.27M -10,022 Closed
PFM
3152
Patton Fund Management
Texas
-$5.18M -9,844 Closed
ARC
3153
Advisor Resource Council
Texas
-$4.6M -9,615 Closed
California State Teachers Retirement System (CalSTRS)
3154
California State Teachers Retirement System (CalSTRS)
California
-$4.8M -9,123 Closed
AWA
3155
Authentikos Wealth Advisory
California
-$3.46M -6,574 Closed
PBF
3156
Petix & Botte Financial
California
-$2.98M -5,661 Closed
PPP
3157
Private Portfolio Partners
New Jersey
-$2.85M -5,414 Closed
WWS
3158
Wellington Wealth Strategies
Indiana
-$2.77M -5,277 Closed
IUHSA
3159
Itau Unibanco Holding S.A.
Brazil
-$2.59M -4,693 Closed
CB
3160
Cadence Bank
Mississippi
-$2.23M -4,235 Closed
DFG
3161
Delta Financial Group
New Jersey
-$1.97M -3,747 Closed
HBCM
3162
Heron Bay Capital Management
Michigan
-$1.91M -3,636 Closed
TSS
3163
Two Sigma Securities
New York
-$1.68M -3,200 Closed
FEM
3164
Fulcrum Equity Management
Texas
-$1.6M -3,036 Closed
JWWM
3165
Johnson & White Wealth Management
Pennsylvania
-$1.55M -2,957 Closed
EWM
3166
Executive Wealth Management
Michigan
-$1.49M -2,844 Closed
SWM
3167
Soundmark Wealth Management
Washington
-$1.36M -2,589 Closed
XS
3168
XR Securities
Illinois
-$1.28M -2,440 Closed
HP
3169
Hyperion Partners
Pennsylvania
-$1.25M -2,380 Closed
CSIA
3170
Charles Schwab Investment Advisory
California
-$1.25M -2,369 Closed
FMI
3171
Fiduciary Management Inc
Wisconsin
-$1.23M -2,340 Closed
EMAM
3172
Encompass More Asset Management
California
-$973K -1,851 Closed
SIAS
3173
Summit Investment Advisory Services
Minnesota
-$954K -1,815 Closed
ACM
3174
AUA Capital Management
Pennsylvania
-$765K -1,454 Closed
OFS
3175
OneAscent Financial Services
Alabama
-$700K -1,332 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.