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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
GL
301
Graypoint LLC
New York
$96.7M +$6.99M +13,293 +8%
LBC
302
Lowe Brockenbrough & Co
Virginia
$96.3M +$8.53M +16,220 +10%
SIM
303
SSI Investment Management
California
$95.4M -$1.05M -1,998 -1%
BWP
304
BSW Wealth Partners
Colorado
$94.9M +$2.1M +3,990 +2%
SAM
305
Satovsky Asset Management
New York
$94.7M -$1.96M -3,734 -2%
Betterment LLC
306
Betterment LLC
New York
$94.5M +$65.2M +124,028 +255%
HCA
307
Heck Capital Advisors
Wisconsin
$94.5M +$38.1M +72,431 +72%
HWM
308
HB Wealth Management
Georgia
$94.4M +$30.3M +57,703 +50%
FWCM
309
Ferguson Wellman Capital Management
Oregon
$94.3M +$200K +381 +0.2%
AT
310
Arvest Trust
Oklahoma
$93.9M +$8.71M +16,556 +11%
VFIC
311
Valley Forge Investment Consultants
Pennsylvania
$93.8M +$1.68M +3,188 +2%
FCFC
312
First Commonwealth Financial Corp
Pennsylvania
$92.9M -$1.75M -3,319 -2%
GT
313
Glenmede Trust
Pennsylvania
$92.3M +$2.86M +5,444 +3%
IAN
314
Integrated Advisors Network
Texas
$92.2M -$156K -296 -0.2%
UW
315
Unique Wealth
Florida
$92M +$242K +460 +0.3%
CAM
316
Chandler Asset Management
California
$91.6M -$26.3K -50 -0%
CCFCSB
317
Cape Cod Five Cents Savings Bank
Massachusetts
$90.5M -$3.29M -6,249 -4%
ANTB
318
AMG National Trust Bank
Colorado
$89.7M +$17.6M +33,427 +26%
CFO
319
Callan Family Office
Pennsylvania
$89.7M -$4.18M -7,946 -5%
AA
320
ALPS Advisors
Colorado
$89.4M -$2.6M -4,950 -3%
WAG
321
Winthrop Advisory Group
Massachusetts
$87.9M +$2.64M +5,021 +3%
CS
322
Cisco Systems
California
$87.6M
FMWA
323
Forvis Mazars Wealth Advisors
Missouri
$87M -$1.36M -2,579 -2%
SYBT
324
Stock Yards Bank & Trust
Kentucky
$85.9M +$5.13M +9,757 +7%
ACGA
325
Atlanta Consulting Group Advisors
Georgia
$85.6M +$41.6M +79,139 +102%

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.