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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
JFG
876
JDM Financial Group
Texas
$17.7M +$37.9K +72 +0.2%
WIA
877
World Investment Advisors
California
$17.7M +$15.6M +29,600 +1,112%
CAG
878
Csenge Advisory Group
Florida
$17.5M -$6.22M -11,821 -27%
SFG
879
Sovereign Financial Group
Connecticut
$17.5M +$311K +591 +2%
Bank Julius Baer & Co
880
Bank Julius Baer & Co
Switzerland
$17.5M -$1.65M -3,136 -10%
CWA
881
Centennial Wealth Advisory
Michigan
$17.4M +$333K +634 +2%
Natixis Advisors
882
Natixis Advisors
Massachusetts
$17.3M -$26M -49,359 -61%
WCFA
883
Walkner Condon Financial Advisors
Wisconsin
$17.3M +$115K +219 +0.7%
AWM
884
Axxcess Wealth Management
California
$17.3M +$2.1M +3,997 +14%
AWS
885
Aspen Wealth Strategies
Colorado
$17.3M +$80.5K +153 +0.5%
GWM
886
Gray Wealth Management
Maine
$17.2M +$175K +332 +1%
CIAS
887
CBIZ Investment Advisory Services
Ohio
$17.2M +$1.22M +2,322 +8%
PP
888
Passaic Partners
New Jersey
$17.2M -$2.43M -4,629 -13%
TCA
889
Transcend Capital Advisors
New Jersey
$17.1M +$308K +586 +2%
CFS
890
Coordinated Financial Services
Colorado
$17.1M +$18.9K +36 +0.1%
DCM
891
Disciplina Capital Management
Tennessee
$17M +$146M +277,385 +694%
AM
892
Atwater Malick
Pennsylvania
$17M +$14.2M +27,069 +683%
EW
893
Element Wealth
Mississippi
$17M -$3.42M -6,503 -17%
SIM
894
Strategic Investment Management
Virginia
$17M
SWM
895
Scissortail Wealth Management
Oklahoma
$16.9M +$96.8K +184 +0.6%
EWA
896
Emergent Wealth Advisors
New York
$16.9M +$758K +1,441 +5%
T. Rowe Price Associates
897
T. Rowe Price Associates
Maryland
$16.9M -$11.6M -22,019 -42%
OC
898
Oarsman Capital
Wisconsin
$16.9M +$515K +979 +3%
AMG
899
Asset Management Group
Connecticut
$16.8M +$243K +463 +2%
CIP
900
Capital Insight Partners
Arizona
$16.8M +$3.15K +6 +0%

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.