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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
KCM
576
Kaye Capital Management
California
$38.5M +$294K +559 +0.8%
BWP
577
Bernardo Wealth Planning
Pennsylvania
$38.3M -$320K -608 -0.9%
NL
578
NDWM LLC
California
$38.1M +$331K +630 +0.9%
TWC
579
TD Waterhouse Canada
Ontario, Canada
$38.1M +$3.36M +6,395 +10%
RIM
580
Rakuten Investment Management
Japan
$38M +$171K +325 +0.5%
PVAMC
581
PPS&V Asset Management Consultants
Michigan
$38M -$480K -913 -1%
FFA
582
Fi3 Financial Advisors
Indiana
$37.9M +$101K +193 +0.3%
AAMA
583
Advanced Asset Management Advisors
Ohio
$37.9M
ATC
584
Argent Trust Co
Tennessee
$37.7M +$489K +929 +1%
SC
585
Schoolcraft Capital
Colorado
$37.6M +$2.54M +4,834 +8%
SWA
586
Stratos Wealth Advisors
Ohio
$37.5M +$327K +621 +0.9%
IWMA
587
Ironwood Wealth Management (Arizona)
Arizona
$37.4M -$3.53M -6,718 -9%
LFP
588
Lakeshore Financial Planning
Michigan
$37.4M +$1.2M +2,286 +3%
EWM
589
Evercore Wealth Management
New York
$37.2M -$912K -1,735 -2%
LL
590
LWMG LLC
Minnesota
$37.2M +$2.82M +5,365 +9%
FG
591
Foster Group
Iowa
$36.7M +$1.74M +3,306 +5%
RA
592
RFG Advisory
Alabama
$36.6M -$3.45M -6,561 -9%
RPC
593
Rossmore Private Capital
Connecticut
$36.6M +$551K +1,048 +2%
CA
594
Cornerstone Advisory
Maryland
$36.5M +$228K +433 +0.7%
MM
595
Meridian Management
Arkansas
$36.5M -$847K -1,610 -2%
SC
596
Savant Capital
Illinois
$36.3M -$4.29M -8,163 -11%
ACP
597
Aveo Capital Partners
Colorado
$36.2M +$410K +780 +1%
WFAG
598
Wescott Financial Advisory Group
Pennsylvania
$36.2M +$730K +1,389 +2%
SXL
599
Summit X LLC
Missouri
$36M -$3.39M -6,441 -9%
WS
600
Wedbush Securities
California
$35.9M +$1.97M +3,751 +6%

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.