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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
FCP
651
Fidelis Capital Partners
Florida
$31.6M +$1.18M +2,239 +4%
CIA
652
Capital Investment Advisors
Georgia
$31.6M +$3.33M +6,328 +12%
WCM
653
Windsor Capital Management
Arizona
$31.5M +$933K +1,774 +3%
ATS
654
Ashton Thomas Securities
New York
$31.4M +$29.6M +56,229 New
LF
655
Lantz Financial
Illinois
$31.4M -$998K -1,897 -3%
AWM
656
Avondale Wealth Management
Texas
$31.3M +$284K +541 +1%
KCM
657
Kanawha Capital Management
Virginia
$30.9M +$608K +1,156 +2%
UOWF
658
University of Wisconsin Foundation
Wisconsin
$30.8M +$476K +905 +2%
FWA
659
FOCUS Wealth Advisors
Texas
$30.8M -$676K -1,286 -2%
AFG
660
Atomi Financial Group
New York
$30.8M +$7.55M +14,362 +34%
RCM
661
Rain Capital Management
Oregon
$30.8M -$360K -685 -1%
PFPT
662
Pinnacle Financial Partners (Tennessee)
Tennessee
$30.7M +$1.43M +2,721 +5%
KWS
663
Keystone Wealth Services
California
$30.7M +$700K +1,331 +2%
Barclays
664
Barclays
United Kingdom
$30.7M -$211M -401,043 -88%
BFP
665
Beacon Financial Planning
Massachusetts
$30.5M -$808K -1,536 -3%
AFG
666
Arkansas Financial Group
Arkansas
$30.5M +$2.11M +4,022 +8%
SFG
667
Somnio Financial Group
Connecticut
$30.5M +$29.3M +55,706 New
BWIA
668
Bryant Woods Investment Advisors
New York
$30.3M -$16.2M -30,829 -30%
CTA
669
Camelot Technology Advisors
California
$30.1M -$30K -57 -0.1%
VCP
670
Verus Capital Partners
Arizona
$30.1M -$2.83M -5,381 -9%
NCM
671
Next Capital Management
New York
$29.9M +$799K +1,519 +3%
BWA
672
Boulder Wealth Advisors
Colorado
$29.8M +$632K +1,201 +2%
SSWM
673
Sheets Smith Wealth Management
North Carolina
$29.7M +$673K +1,280 +2%
PPW
674
PACK Private Wealth
Minnesota
$29.5M +$161K +307 +0.6%
VCM
675
Verger Capital Management
North Carolina
$29.5M -$1.62M -3,085 -5%

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.