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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
FA
751
Fountainhead AM
New Jersey
$24.1M -$1.38M -2,621 -6%
WAP
752
Wealthcare Advisory Partners
Pennsylvania
$24.1M -$707K -1,345 -3%
EL
753
EQ LLC
Washington
$24.1M -$2.43M -4,614 -9%
NIWA
754
New Insight Wealth Advisors
California
$23.9M +$3.31M +6,304 +17%
IWP
755
IAG Wealth Partners
Wisconsin
$23.8M -$128K -243 -0.6%
PWMAG
756
Pinnacle Wealth Management Advisory Group
New Jersey
$23.7M +$1.33M +2,528 +6%
GF
757
Gimbal Financial
Indiana
$23.5M +$209K +398 +1%
VFG
758
Valley Financial Group
Pennsylvania
$23.4M +$1.05M +1,996 +5%
MW
759
Members Wealth
Pennsylvania
$23.4M +$19.7M +37,529 New
DAS
760
Diversify Advisory Services
Utah
$23.4M -$7.03M -13,375 -24%
AG
761
AlTi Global
New York
$23.3M +$45.7K +87 +0.2%
SF
762
Summit Financial
New Jersey
$23.3M +$532K +1,011 +2%
LA
763
Legacy Advisors
Pennsylvania
$23.2M +$263K +500 +1%
BMM
764
Buffington Mohr McNeal
Idaho
$23.2M +$1.88M +3,583 +9%
SIA
765
Soltis Investment Advisors
Utah
$23.1M +$1.19M +2,270 +6%
S2L
766
Sparta 24 Ltd
Israel
$23M -$6.55M -12,450 -23%
CIBC Asset Management
767
CIBC Asset Management
Ontario, Canada
$22.8M
PIAS
768
PCA Investment Advisory Services
Ohio
$22.7M -$701K -1,333 -3%
JFG
769
JMG Financial Group
Illinois
$22.6M -$334K -635 -2%
FFO
770
Fortitude Family Office
Arizona
$22.6M +$3.34M +6,347 +18%
KFA
771
Kapstone Financial Advisors
Ohio
$22.5M +$1.41M +2,681 +7%
GLA
772
Good Life Advisors
Pennsylvania
$22.5M +$4.22M +8,032 +24%
AA
773
ACT Advisors
North Carolina
$22.4M -$126K -240 -0.6%
DT
774
Diversified Trust
Tennessee
$22.4M -$6.35M -12,075 -23%
NRW
775
Nova R Wealth
Kansas
$22.3M +$607K +1,155 +3%

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.