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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
HWM
426
HighMark Wealth Management
Minnesota
$60.3M +$475K +904 +0.8%
FPGK
427
Financial Partners Group (Kansas)
Kansas
$60.3M +$807K +1,535 +1%
WCF
428
West Coast Financial
California
$60.1M -$410K -779 -0.7%
TPCW
429
TD Private Client Wealth
New York
$59.8M +$3.28M +6,235 +6%
NA
430
Nottingham Advisors
New York
$59.7M -$1.71M -3,253 -3%
SMC
431
Smith, Moore & Co
Missouri
$59.2M +$1.43M +2,716 +3%
PP
432
PDS Planning
Ohio
$59.1M +$1.61M +3,071 +3%
SW
433
Simplicity Wealth
New Jersey
$58.9M -$2.07M -3,929 -4%
RA
434
Rational Advisors
New York
$58.9M -$1.07M -2,039 -2%
CPBTD
435
Central Pacific Bank - Trust Division
Hawaii
$58.1M +$8.91M +16,946 +19%
TAM
436
TCP Asset Management
Ohio
$58.1M +$977K +1,858 +2%
SQA
437
Simon Quick Advisors
New Jersey
$57.9M +$6.38M +12,126 +13%
CI
438
Conning Inc
Connecticut
$57.9M -$1.16M -2,211 -2%
SFS
439
Sowell Financial Services
Arkansas
$57.5M -$5.63M -10,706 -9%
AF
440
Allworth Financial
California
$57.4M -$1.52M -2,891 -3%
WA
441
Wealth Alliance
New York
$57.4M -$5.61M -10,662 -9%
AIP
442
Ameritas Investment Partners
Nebraska
$57M +$3M +5,697 +6%
HIG
443
Heritage Investment Group
Florida
$56.8M +$1.27M +2,409 +2%
WS
444
Wela Strategies
Georgia
$56.7M +$531K +1,009 +1%
SWM
445
SigFig Wealth Management
California
$56.6M -$19.9M -37,863 -27%
OC
446
Oppenheimer & Co
New York
$56.5M -$692K -1,316 -1%
IF
447
Ironwood Financial
Arizona
$56.5M +$302K +574 +0.6%
PSCM
448
Per Stirling Capital Management
Texas
$56.4M +$2.11M +4,018 +4%
FWM
449
Fairhaven Wealth Management
Illinois
$56.4M +$2.28M +4,344 +4%
TA
450
Tectonic Advisors
Texas
$56.2M +$4.02M +7,654 +8%

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.