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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
DJYG
676
David J. Yvars Group
Florida
$29.5M +$108K +206 +0.4%
National Bank of Canada
677
National Bank of Canada
Quebec, Canada
$29.4M -$2.24M -4,269 -7%
CFS
678
Commonwealth Financial Services
West Virginia
$29.4M -$5.61M -10,667 -17%
OGF
679
Orin Green Financial
California
$29.3M +$28.1M +53,524 New
WWA
680
WCG Wealth Advisors
Nevada
$29.3M -$10.2M -19,471 -27%
VPP
681
Vertex Planning Partners
Illinois
$29.2M +$134K +255 +0.5%
UFA
682
US Financial Advisors
Massachusetts
$29.1M -$1.92M -3,646 -6%
CWA
683
Continuum Wealth Advisors
New York
$29.1M +$5.89M +11,210 +27%
PPWM
684
PFG Private Wealth Management
Florida
$29M +$115K +219 +0.4%
WCM
685
WealthBridge Capital Management
Ohio
$28.8M +$341K +648 +1%
BFG
686
Beacon Financial Group
Texas
$28.8M +$2.66M +5,066 +11%
TF
687
Trek Financial
Arizona
$28.8M -$6.09M -11,578 -18%
WFPG
688
Waller Financial Planning Group
Ohio
$28.7M +$83.6K +159 +0.3%
SC
689
Saiph Capital
New Jersey
$28.7M +$298K +567 +1%
S
690
SignatureFD
Georgia
$28.6M +$192K +366 +0.7%
BA
691
Ballew Advisors
Mississippi
$28.6M -$44.7K -85 -0.2%
MC
692
Middleton & Co
Massachusetts
$28.4M +$337K +641 +1%
EWM
693
Evermay Wealth Management
Virginia
$28.3M -$85.2K -162 -0.3%
FNBOH
694
First National Bank of Hutchinson
Kansas
$28.3M -$345K -656 -1%
CFGF
695
Compass Financial Group (Florida)
Florida
$28M +$13.7K +26 +0.1%
Luther King Capital Management (LKCM)
696
Luther King Capital Management (LKCM)
Texas
$28M
CFP
697
Cascade Financial Partners
California
$28M -$85.7K -163 -0.3%
ZRP
698
Zynergy Retirement Planning
New Jersey
$28M +$26.9M +51,127 New
RFO
699
RiverGlades Family Offices
Florida
$27.9M -$25.2K -48 -0.1%
MFG
700
Monumental Financial Group
Maryland
$27.8M +$3.05M +5,808 +13%

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.