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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
BSSFA
551
Baron Silver Stevens Financial Advisors
Florida
$42.1M +$11.6K +22 +0%
CWG
552
Cornerstone Wealth Group
North Carolina
$42M +$506K +962 +1%
BS
553
Banco Santander
Spain
$41.9M +$1.12M +2,138 +3%
BA
554
Bluesphere Advisors
Pennsylvania
$41.8M +$558K +1,062 +1%
1WM
555
1900 Wealth Management
Texas
$41.6M -$39.5M -75,113 -50%
HI
556
Harbour Investments
Wisconsin
$41.5M +$558K +1,062 +1%
CFGS
557
Concourse Financial Group Securities
Alabama
$41.4M -$6.01M -11,430 -13%
PFGIA
558
Patriot Financial Group Insurance Agency
Massachusetts
$41.2M +$1.78M +3,381 +5%
BOC
559
Bull Oak Capital
California
$41.1M +$8.39M +15,952 +27%
AWM
560
AAF Wealth Management
Massachusetts
$40.9M +$3.16M +6,019 +9%
BAM
561
Beaumont Asset Management
Texas
$40.8M +$1.25M +2,379 +3%
MA
562
MCF Advisors
Kentucky
$40.6M +$882K +1,677 +2%
GWM
563
GoalFusion Wealth Management
Texas
$40.4M -$243K -463 -0.6%
FTS
564
Fifth Third Securities
Ohio
$40.4M +$4.38M +8,334 +13%
FMN
565
Financial Management Network
California
$40.2M +$4.22M +8,017 +13%
CCFM
566
Clear Creek Financial Management
Washington
$40.1M -$2.98M -5,660 -7%
LWM
567
Liberty Wealth Management
California
$39.9M +$657M +1,250,143 +1,086%
CFC
568
Coyle Financial Counsel
Illinois
$39.5M
RA
569
Riverstone Advisors
Texas
$39.3M +$352K +669 +0.9%
CP
570
Capital Planning
Washington
$39.3M +$1.05M +2,002 +3%
B
571
Bailard
California
$39.2M -$25.8K -49 -0.1%
BWFA
572
Baltimore-Washington Financial Advisors
Maryland
$39.1M +$1.69M +3,218 +5%
FHC
573
Fort Henry Capital
West Virginia
$38.8M +$171K +325 +0.5%
SG Americas Securities
574
SG Americas Securities
New York
$38.8M -$11.6M -21,987 -24%
DZ Bank
575
DZ Bank
Germany
$38.6M

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.