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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
EWM
826
EPG Wealth Management
Georgia
$19.6M -$18.8M -35,808 Closed
HAS
827
Holland Advisory Services
Florida
$19.5M -$1.91M -3,624 -9%
ES
828
ETF Store
Kansas
$19.4M -$14.9M -28,248 -44%
MWS
829
Maxwell Wealth Strategies
California
$19.4M -$531K -1,009 -3%
RFG
830
RFP Financial Group
Georgia
$19.3M +$1.38M +2,617 +8%
LA
831
Lynch & Associates
Indiana
$19.3M -$104K -197 -0.6%
CFC
832
Client First Capital
California
$19.3M +$2.19M +4,167 +13%
NGA
833
Naples Global Advisors
Florida
$19.2M +$654K +1,244 +4%
HWA
834
Hilltop Wealth Advisors
North Carolina
$19.2M -$228K -433 -1%
HC
835
Hoese & Co
Minnesota
$19.2M +$59.4K +113 +0.3%
EFM
836
Eley Financial Management
Vermont
$19.2M -$48.4K -92 -0.3%
PFA
837
Pure Financial Advisors
California
$19.2M -$331K -630 -2%
ST
838
Sageworth Trust
Pennsylvania
$19M +$2.16M +4,103 +13%
DC
839
DeDora Capital
California
$19M +$620K +1,179 +4%
PBO
840
Peoples Bank (Ohio)
Ohio
$19M +$2.04M +3,872 +13%
GBT
841
Grove Bank & Trust
Florida
$19M +$1.4M +2,668 +8%
OWA
842
One Wealth Advisors
California
$19M +$944K +1,796 +5%
BFG
843
Bleakley Financial Group
New Jersey
$18.9M -$45.2K -86 -0.2%
GVAG
844
Great Valley Advisor Group
Delaware
$18.9M +$1.69M +3,208 +10%
GWM
845
GSB Wealth Management
Connecticut
$18.9M +$927K +1,762 +5%
HWA
846
HCR Wealth Advisors
California
$18.9M +$494K +940 +3%
TC
847
TAGStone Capital
North Carolina
$18.9M +$82K +156 +0.5%
BFS
848
Bradley Foster & Sargent
Connecticut
$18.8M +$461K +877 +3%
AR
849
Apeiron RIA
Texas
$18.7M -$612K -1,164 -3%
PCA
850
Peddock Capital Advisors
Massachusetts
$18.7M +$861K +1,637 +5%

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.