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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
CFS
1001
CRA Financial Services
New Jersey
$13.2M +$437K +832 +4%
PM
1002
Pembroke Management
Quebec, Canada
$13.2M -$451K -857 -3%
CHA
1003
Cooper/Haims Advisors
New York
$13.2M -$435K -827 -3%
BWCS
1004
Beirne Wealth Consulting Services
Connecticut
$13.1M -$1.62M -3,084 -11%
GFS
1005
GYL Financial Synergies
Connecticut
$13.1M +$526 +1 +0%
GWMIA
1006
Global Wealth Management Investment Advisory
Florida
$13.1M +$625K +1,188 +5%
FG
1007
Fairman Group
Pennsylvania
$13M +$567K +1,078 +5%
MWA
1008
Motive Wealth Advisors
Michigan
$13M -$7.36K -14 -0.1%
CC
1009
Copperleaf Capital
North Carolina
$12.9M -$3.46M -6,583 -22%
FDP
1010
Financiere des Professionnels
Quebec, Canada
$12.9M +$12.3M +23,400 New
TW
1011
TritonPoint Wealth
Maryland
$12.9M +$157K +299 +1%
Koshinski Asset Management
1012
Koshinski Asset Management
Illinois
$12.9M +$6.09M +11,591 +101%
ABC
1013
Associated Banc-Corp
Wisconsin
$12.9M -$352K -669 -3%
CT
1014
Caldwell Trust
Florida
$12.9M +$2.83M +5,373 +30%
PHAM
1015
Palisades Hudson Asset Management
Florida
$12.9M -$865K -1,645 -7%
MWM
1016
Mosley Wealth Management
California
$12.8M +$464K +883 +4%
WP
1017
WealthPLAN Partners
Nebraska
$12.8M +$509K +968 +4%
CM
1018
Columbus Macro
Pennsylvania
$12.7M -$347K -660 -3%
BONH
1019
Bank of New Hampshire
New Hampshire
$12.7M +$147K +279 +1%
FWP
1020
Firethorn Wealth Partners
Georgia
$12.7M -$1.87M -3,555 -13%
CTWM
1021
Cherry Tree Wealth Management
Minnesota
$12.7M +$113K +215 +0.9%
AF
1022
Apollon Financial
South Carolina
$12.6M +$68.4K +130 +0.6%
BBNA
1023
Bremer Bank National Association
Minnesota
$12.6M +$2.38M +4,519 +24%
FFG
1024
Foundry Financial Group
New Hampshire
$12.6M +$4.06M +7,729 +51%
CT
1025
Colonial Trust
South Carolina
$12.6M +$165K +314 +1%

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.