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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
SFS
376
Summit Financial Strategies
Ohio
$71.5M -$2.58M -4,898 -4%
FA
377
Fiducient Advisors
Illinois
$71.4M +$17.7M +33,643 +35%
AI
378
Accredited Investors
Minnesota
$71.2M +$3.92M +7,462 +6%
RDFA
379
Ritter Daniher Financial Advisory
Ohio
$71M -$1.2M -2,287 -2%
JF
380
JSF Financial
California
$70.9M -$7.65M -14,548 -10%
DWM
381
Destination Wealth Management
California
$70.3M -$2.93M -5,574 -4%
PA
382
Pinnacle Associates
New York
$70.1M +$947K +1,800 +1%
FBB
383
Fulton Breakefield Broenniman
Maryland
$70M +$4.25M +8,090 +7%
BIM
384
Bridges Investment Management
Nebraska
$69.7M +$29.6M +56,306 +79%
LWA
385
Lineweaver Wealth Advisors
Ohio
$69.6M -$17.4K -33 -0%
GPW
386
Gray Private Wealth
Massachusetts
$69.6M +$366K +696 +0.6%
ACM
387
Advisors Capital Management
New Jersey
$69.2M +$10.5M +19,976 +19%
WA
388
Wealth Architects
California
$69.1M +$50K +95 +0.1%
PWLP
389
Prio Wealth Limited Partnership
Massachusetts
$68.8M +$648K +1,233 +1%
CRC
390
Curi RMB Capital
Illinois
$68.6M -$2.81M -5,347 -4%
HI
391
Hudock Inc
Pennsylvania
$68.3M +$2.07M +3,932 +3%
ANB
392
Amarillo National Bank
Texas
$67.8M -$4.93M -9,368 -7%
CIM
393
CIM Investment Management
Pennsylvania
$67.7M -$5.93M -11,274 -8%
APCM
394
Alaska Permanent Capital Management
Alaska
$67.7M +$5.62M +10,695 +9%
CWM
395
Cahill Wealth Management
Michigan
$67.5M -$412K -784 -0.6%
BFPW
396
BOK Financial Private Wealth
Colorado
$67.4M -$663K -1,261 -1%
LNB
397
Ledyard National Bank
$67M +$4.43M +8,426 +7%
NEPPG
398
New England Professional Planning Group
Rhode Island
$66.6M -$558K -1,061 -0.9%
CSWG
399
Cardinal Strategic Wealth Guidance
Kentucky
$66.5M -$3.89M -7,395 -6%
DAS
400
Dynamic Advisor Solutions
Arizona
$66.3M +$8.85M +16,826 +16%

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.