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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
GKWIM
851
Gerber Kawasaki Wealth & Investment Management
California
$18.6M +$1.41M +2,677 +9%
AWM
852
Abound Wealth Management
Tennessee
$18.6M -$107K -204 -0.6%
KDA
853
Kraft Davis & Associates
Missouri
$18.5M +$111K +211 +0.6%
SRC
854
Shufro Rose & Co
New York
$18.5M +$5.82M +11,067 +49%
RIA
855
Richwood Investment Advisors
Ohio
$18.5M +$176K +334 +1%
FNT
856
First National Trust
Pennsylvania
$18.5M -$94.7K -180 -0.5%
GWM
857
GDS Wealth Management
Texas
$18.5M -$12.9M -24,482 -42%
AWMG
858
Alliance Wealth Management Group
New Jersey
$18.5M +$1.3M +2,480 +8%
SCA
859
Southern Capital Advisors
Tennessee
$18.4M +$120K +228 +0.7%
CA
860
Cambridge Associates
Massachusetts
$18.4M -$79M -150,183 -82%
FB
861
Fulton Bank
Pennsylvania
$18.3M -$1.22M -2,319 -6%
4WM
862
4J Wealth Management
Virginia
$18.3M +$4.45M +8,454 +34%
WCP
863
Wick Capital Partners
Pennsylvania
$18.3M +$17.5M +33,358 New
MSWMA
864
Market Street Wealth Management Advisors
Indiana
$18.1M -$370K -704 -2%
SIM
865
Stratos Investment Management
Ohio
$18M +$89.9K +171 +0.5%
PFA
866
Pinnacle Family Advisors
Missouri
$18M -$2.96M -5,631 -15%
VHAM
867
Van Hulzen Asset Management
California
$18M +$218K +414 +1%
NAG
868
Northstar Advisory Group
New Jersey
$17.9M -$345K -657 -2%
MWP
869
MYCIO Wealth Partners
Pennsylvania
$17.9M +$26.3K +50 +0.2%
WJA
870
Willis Johnson & Associates
Texas
$17.8M +$1.25M +2,375 +8%
CFO
871
CVA Family Office
Colorado
$17.8M +$304K +578 +2%
SC
872
Stephenson & Company
California
$17.8M -$84.7K -161 -0.5%
BRM
873
Boston Research & Management
Massachusetts
$17.8M -$141K -269 -0.8%
WWM
874
Western Wealth Management
Colorado
$17.7M +$181K +345 +1%
MWM
875
Modern Wealth Management
Kansas
$17.7M +$1.98M +3,762 +13%

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.