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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
OWMIAS
726
One Wealth Management Investment & Advisory Services
Florida
$25.5M -$2.96M -5,637 -11%
SC
727
Scotia Capital
Ontario, Canada
$25.5M -$597K -1,136 -2%
FPCP
728
Fort Point Capital Partners
California
$25.4M +$481K +915 +2%
SVWG
729
Shared Vision Wealth Group
United States
$25.4M -$4.72M -8,970 -16%
LFG
730
Leverty Financial Group
Wisconsin
$25.4M -$185K -352 -0.8%
SL
731
Sentinus LLC
Illinois
$25.3M -$4.13M -7,851 -14%
NFP
732
NorthLanding Financial Partners
New York
$25.3M +$759K +1,443 +3%
SC
733
Syon Capital
California
$25.2M -$242K -460 -1%
BFS
734
Bare Financial Services
Pennsylvania
$25.2M +$9.91M +18,845 +71%
AF
735
Advisornet Financial
Minnesota
$25M +$2.85M +5,426 +13%
BHIA
736
Birch Hill Investment Advisors
Massachusetts
$24.9M +$59.9K +114 +0.3%
VWM
737
Vivid Wealth Management
Iowa
$24.9M +$1.35M +2,565 +6%
MAG
738
MRA Advisory Group
New Jersey
$24.8M +$3.91M +7,434 +20%
MNBTD
739
Moody National Bank Trust Division
Texas
$24.8M
BFM
740
Boston Financial Management
Massachusetts
$24.6M -$1.54M -2,929 -6%
CG
741
Cynosure Group
Utah
$24.5M -$23.1K -44 -0.1%
AGC
742
Aspen Grove Capital
Colorado
$24.5M
AFC
743
Adaptive Financial Consulting
Ohio
$24.5M +$211K +401 +0.9%
CST
744
Charles Schwab Trust
Nevada
$24.5M -$1.95M -3,707 -8%
AWM
745
Adams Wealth Management
Utah
$24.3M +$77.8K +148 +0.3%
CI
746
CacheTech Inc
Utah
$24.3M +$23.4M +44,475 New
GCA
747
Greenwood Capital Associates
South Carolina
$24.3M -$2.11M -4,009 -8%
GAB
748
German American Bancorp
Indiana
$24.2M +$22.3M +42,452 +2,286%
CW
749
CreativeOne Wealth
Kansas
$24.2M -$4.65M -8,841 -17%
IFA
750
Interactive Financial Advisors
Illinois
$24.2M -$2.8M -5,323 -11%

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.