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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
DFA
3201
Davies Financial Advisors
California
-$217K -413 Closed
CMI
3202
Clare Market Investments
Texas
-$211K -401 Closed
SPA
3203
Shore Point Advisors
New Jersey
-$211K -401 Closed
CA
3204
Claris Advisors
Missouri
-$209K -397 Closed
MAM
3205
MWA Asset Management
Massachusetts
-$205K -389 Closed
JWCA
3206
J.W. Coons Advisors
Ohio
-$203K -386 Closed
RAM
3207
Revere Asset Management
Texas
-$201K -382 Closed
SW
3208
Solidarity Wealth
Utah
-$200K -381 Closed
NCTC
3209
New Covenant Trust Company
Indiana
-$83.1K -158 Closed
KIG
3210
Kessler Investment Group
Indiana
-$52.6K -100 Closed
AIMA
3211
Ables Iannone Moore & Associates
Georgia
-$48.4K -92 Closed
Parallax Volatility Advisers
3212
Parallax Volatility Advisers
California
-$42.1K -80 Closed
PCG
3213
PFC Capital Group
California
-$30K -57 Closed
PCFFS
3214
Pacific Center for Financial Services
California
-$16.8K -32 Closed
CYG
3215
Clean Yield Group
Vermont
-$15.8K -30 Closed
VFA
3216
Values First Advisors
Tennessee
-$13.7K -26 Closed
FFWA
3217
FRG Family Wealth Advisors
Washington
-$9.08K -18 Closed
WAS
3218
Winch Advisory Services
Wisconsin
-$6.89K -13 Closed
MTIC
3219
Missouri Trust & Investment Company
Missouri
-$4.21K -8 Closed
WIA
3220
Wetzel Investment Advisors
Indiana
-$1.51K -3 Closed
PSB
3221
Piscataqua Savings Bank
New Hampshire
-$525 -1 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.