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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
B
51
Barings
North Carolina
$1B +$51.9M +98,676 +6%
GT
52
Greenleaf Trust
Michigan
$985M -$3.73M -7,085 -0.4%
AAS
53
Avantax Advisory Services
Texas
$981M +$53.1M +101,033 +6%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$980M -$72.4M -137,615 -7%
Cerity Partners
55
Cerity Partners
New York
$977M +$29.3M +55,664 +3%
AIMCA
56
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$966M +$202M +384,973 +28%
PAS
57
Park Avenue Securities
New York
$946M -$116M -219,765 -11%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$946M -$23.8M -45,180 -3%
Osaic Holdings
59
Osaic Holdings
Arizona
$913M +$46.9M +89,176 +6%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$907M +$8.22M +15,636 +1%
FT
61
Fiduciary Trust
Massachusetts
$842M +$23.7M +45,089 +3%
MERSOM
62
Municipal Employees' Retirement System of Michigan
Michigan
$806M -$237M -451,456 -23%
APF
63
Alaska Permanent Fund
Alaska
$803M -$202M -384,916 -21%
MCM
64
MAI Capital Management
Ohio
$796M +$48.1M +91,515 +7%
Fidelity International
65
Fidelity International
Bermuda
$792M +$19.5M +37,041 +3%
RJA
66
Raymond James & Associates
Florida
$789M +$49.6M +94,312 +7%
JRP
67
Jasper Ridge Partners
California
$773M -$90M -171,101 -11%
M&T Bank
68
M&T Bank
New York
$771M -$6.2M -11,790 -0.8%
A
69
Allianz
Germany
$740M +$27.2M +51,731 +4%
UBS AM
70
UBS AM
Illinois
$734M +$705M +1,340,937 New
Neuberger Berman Group
71
Neuberger Berman Group
New York
$731M +$1.1M +2,101 +0.2%
Corient Private Wealth
72
Corient Private Wealth
Florida
$725M -$144M -273,268 -17%
JIC
73
Johnson Investment Counsel
Ohio
$723M +$18.7M +35,552 +3%
AA
74
Alesco Advisors
New York
$720M -$7.05M -13,412 -1%
ECM
75
Element Capital Management
New York
$698M +$670M +1,275,029 New

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.