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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
SAS
701
Sage Advisory Services
Texas
$27.7M -$16.9M -32,149 -39%
CWP
702
Corepath Wealth Partners
Arizona
$27.5M -$440K -836 -2%
GCA
703
Gradient Capital Advisors
California
$27.5M -$1.03M -1,968 -4%
ERWM
704
Elk River Wealth Management
Colorado
$27.4M +$198K +377 +0.8%
TGCMU
705
Titan Global Capital Management USA
New York
$27.4M +$3.49M +6,632 +15%
IFPG
706
Intrepid Financial Planning Group
Indiana
$27.3M -$413K -786 -2%
TGAM
707
TBH Global Asset Management
Tennessee
$27.2M -$1.83M -3,473 -7%
PGFC
708
Peapack-Gladstone Financial Corp
New Jersey
$27.2M +$1.97M +3,750 +8%
IA
709
IFP Advisors
Florida
$27.1M -$3.25M -6,187 -11%
PO
710
Private Ocean
California
$26.9M +$12.8M +24,312 +98%
VFP
711
Verus Financial Partners
Virginia
$26.9M -$468K -890 -2%
WHCFA
712
William Howard & Co Financial Advisors
Tennessee
$26.8M -$286K -544 -1%
TC
713
Trilogy Capital
California
$26.8M -$523K -995 -2%
CAAM
714
Cornerstone Advisors Asset Management
Pennsylvania
$26.7M -$304K -579 -1%
CAM
715
Cobblestone Asset Management
Virginia
$26.6M -$6.34M -12,065 -20%
SCA
716
Sandy Cove Advisors
Massachusetts
$26.5M +$1.31M +2,493 +5%
BHWM
717
Bay Harbor Wealth Management
Maryland
$26.4M -$4.44M -8,435 -15%
JWM
718
JGP Wealth Management
Oregon
$26.3M +$18.2M +34,686 +260%
MCCA
719
Mill Creek Capital Advisors
Pennsylvania
$26.2M +$5.41M +10,279 +27%
OCM
720
One Capital Management
California
$26.1M +$1.24M +2,364 +5%
RWA
721
River Wealth Advisors
Pennsylvania
$26.1M +$842K +1,602 +3%
SP
722
SWS Partners
Ohio
$25.8M -$826K -1,571 -3%
VC
723
Vestor Capital
Illinois
$25.7M -$582K -1,107 -2%
SC
724
SouthState Corp
Florida
$25.6M +$583K +1,108 +2%
HNW
725
High Note Wealth
Minnesota
$25.6M +$4.1M +7,789 +20%

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.