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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
RIA
351
Regal Investment Advisors
Michigan
$76.3M -$1.91M -3,628 -3%
CPCM
352
Cornerstone Partners Capital Management
Virginia
$76.2M -$829M -1,576,062 -92%
SW
353
SteelPeak Wealth
California
$76.1M -$8.35M -15,875 -10%
CL
354
Choreo LLC
Illinois
$75.8M +$20.8M +39,605 +40%
HH
355
HWG Holdings
Texas
$75.4M +$72.5M +137,816 New
SAF
356
Smith Anglin Financial
Texas
$75.3M +$679K +1,291 +0.9%
ACM
357
Arcataur Capital Management
Wisconsin
$75.2M -$1.35M -2,573 -2%
HFA
358
High Falls Advisors
New York
$75.1M -$24.4M -46,479 -25%
WA
359
Wilshire Advisors
California
$75M -$1.9M -3,605 -3%
MCM
360
MV Capital Management
Maryland
$74.5M +$268K +509 +0.4%
WI
361
WealthNavi Inc
Japan
$74.5M +$38.4M +73,029 +116%
RCM
362
Requisite Capital Management
Texas
$74.5M +$20.7M +39,344 +41%
DP
363
Divergent Planning
Maryland
$74.4M +$1.45M +2,762 +2%
AHSSHC
364
Adventist Health System Sunbelt Healthcare Corp
Florida
$74.2M -$85M -161,605 -54%
TC
365
TownSquare Capital
Utah
$74.1M +$516K +981 +0.7%
PRA
366
Pine Ridge Advisers
New York
$73.8M
P
367
&Partners
Tennessee
$73.8M +$50.4M +95,774 +252%
RCA
368
Resonant Capital Advisors
Wisconsin
$73.8M +$3.72M +7,067 +6%
CTB
369
Country Trust Bank
Illinois
$73.7M +$234K +445 +0.3%
SHIM
370
Stone House Investment Management
Pennsylvania
$73M -$6.34M -12,065 -8%
Chevy Chase Trust
371
Chevy Chase Trust
Maryland
$72.9M -$9.43M -17,927 -12%
AssetMark Inc
372
AssetMark Inc
California
$72.6M -$315M -598,284 -82%
SAM
373
Standpoint Asset Management
Arizona
$72.5M +$7.41M +14,100 +12%
AFS
374
Amtrust Financial Services
New York
$72.1M
Deutsche Bank
375
Deutsche Bank
Germany
$71.6M -$1.97M -3,737 -3%

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.