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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
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$2.63B -$135M -257,435 -5%
AllianceBernstein
27
AllianceBernstein
Tennessee
$2.53B +$25.1M +47,739 +1%
Squarepoint
28
Squarepoint
New York
$2.41B +$1.29B +2,450,000 +126%
Prudential Financial
29
Prudential Financial
New Jersey
$2.37B +$968M +1,840,850 +74%
Mariner
30
Mariner
Kansas
$2.33B +$73.9M +140,480 +3%
National Pension Service
31
National Pension Service
South Korea
$2.25B +$120M +227,727 +6%
NMIFOAC
32
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.96B -$6.57M -12,500 -0.3%
Asset Management One
33
Asset Management One
Japan
$1.75B +$9.31M +17,704 +0.6%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.59B +$1.53B +2,901,068 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.56B +$114M +216,331 +8%
UBS Group
36
UBS Group
Switzerland
$1.56B -$62.6M -118,981 -4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.54B +$8.65M +16,455 +0.6%
CIA
38
Choate Investment Advisors
Massachusetts
$1.49B +$28.9M +54,868 +2%
KeyBank National Association
39
KeyBank National Association
Ohio
$1.48B -$37M -70,281 -3%
CAM
40
Cresset Asset Management
Illinois
$1.38B +$66.8M +127,021 +5%
WANY
41
Wealthspire Advisors (New York)
New York
$1.26B +$56.8M +107,993 +5%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.24B -$94.3M -179,330 -7%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$1.23B -$14.2M -26,944 -1%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.23B +$24.4M +46,346 +2%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.21B -$209M -398,057 -15%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.17B -$67.7M -128,742 -6%
BA
47
Bridgewater Associates
Connecticut
$1.15B +$2.4M +4,562 +0.2%
SSA
48
Schonfeld Strategic Advisors
New York
$1.12B +$1.07B +2,042,404 New
AG
49
AIA Group
Hong Kong
$1.02B +$283M +538,234 +40%
PCIG
50
Partners Capital Investment Group
Massachusetts
$1.02B +$556M +1,056,826 +131%

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.