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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
KIM
326
Karpus Investment Management
New York
$85.1M -$19.5M -37,113 -19%
PCIA
327
Prime Capital Investment Advisors
Kansas
$84.6M +$20.5M +38,895 +34%
CA
328
Crewe Advisors
Utah
$84.5M +$5.29M +10,051 +7%
NCM
329
Narwhal Capital Management
Georgia
$84.1M +$1.99M +3,787 +3%
TIM
330
Tortoise Investment Management
New York
$83.7M +$605K +1,150 +0.8%
BMCM
331
Bryn Mawr Capital Management
Pennsylvania
$83.3M -$3.32M -6,315 -4%
GLA
332
Great Lakes Advisors
Illinois
$83M +$11.2M +21,275 +16%
MMA
333
Mizuho Markets Americas
New York
$83M +$25.6M +48,616 +47%
SWC
334
Spectrum Wealth Counsel
Indiana
$82.3M -$8.92M -16,959 -10%
Susquehanna International Group
335
Susquehanna International Group
Pennsylvania
$81.6M +$51.7M +98,242 +193%
WTC
336
WhitTier Trust Company
Nevada
$81.5M -$1.15M -2,188 -1%
KWMG
337
King Wealth Management Group
Florida
$81.5M +$413K +785 +0.5%
CFP
338
Catalyst Financial Partners
Massachusetts
$81.3M +$9.41M +17,899 +14%
RFA
339
RTD Financial Advisors
Pennsylvania
$81M +$277K +526 +0.4%
PWA
340
Physician Wealth Advisors
Utah
$80.9M -$299K -569 -0.4%
MIS
341
Morningstar Investment Services
Illinois
$80.3M +$569K +1,082 +0.7%
CC
342
Courier Capital
New York
$79.8M +$9.46K +18 +0%
ONB
343
Old National Bancorp
Indiana
$79.4M +$414K +788 +0.5%
II
344
Ironclad Investments
Florida
$78.7M
RhumbLine Advisers
345
RhumbLine Advisers
Massachusetts
$78.4M +$23.3M +44,260 +45%
HNB
346
Huntington National Bank
Ohio
$77.7M
HFS
347
Hantz Financial Services
Michigan
$77.7M -$7.08M -13,466 -9%
BTI
348
Blue Trust Inc
Georgia
$77.4M +$700K +1,332 +0.9%
GWM
349
Geneos Wealth Management
Colorado
$76.6M +$6.5M +12,357 +10%
OBWG
350
Onyx Bridge Wealth Group
New York
$76.5M +$4.26M +8,107 +6%

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.