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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
FC
1026
Fusion Capital
South Carolina
$12.5M -$212K -403 -2%
BCM
1027
Becker Capital Management
Oregon
$12.5M +$696K +1,324 +6%
PIA
1028
Perennial Investment Advisors
California
$12.5M +$586K +1,114 +5%
CPA
1029
Capital Performance Advisors
California
$12.5M -$238K -452 -2%
EFMH
1030
E Fund Management (HK)
Hong Kong
$12.5M +$2.19M +4,169 +22%
EFM
1031
E Fund Management
China
$12.5M +$2.19M +4,169 +22%
PNC
1032
Park National Corp
Ohio
$12.4M +$229K +436 +2%
AG
1033
Ascent Group
Virginia
$12.4M -$267K -507 -2%
Nomura Asset Management
1034
Nomura Asset Management
Japan
$12.3M
MFG
1035
Mosaic Financial Group
Illinois
$12.3M +$233K +443 +2%
NWA
1036
New World Advisors
Massachusetts
$12.3M +$434K +825 +4%
GHA
1037
Granite Harbor Advisors
Texas
$12.3M -$1.19M -2,256 -9%
OAM
1038
Ostrum Asset Management
France
$12.3M +$8.27M +15,734 +232%
NSIM
1039
North Star Investment Management
Illinois
$12.3M -$74.1K -141 -0.6%
ZF
1040
Zhang Financial
Michigan
$12.3M +$736K +1,399 +7%
ODIJL
1041
One Day In July LLC
Vermont
$12.2M -$979K -1,862 -8%
WHG
1042
Westwood Holdings Group
Texas
$12.2M +$24.2K +46 +0.2%
Empower Advisory Group
1043
Empower Advisory Group
Colorado
$12.2M -$195K -371 -2%
FPFS
1044
First Personal Financial Services
North Carolina
$12.1M -$137K -261 -1%
MIA
1045
MainStreet Investment Advisors
Illinois
$12.1M -$4.98M -9,463 -30%
X
1046
Xponance
Pennsylvania
$12.1M +$1.36M +2,591 +13%
SAG
1047
SageView Advisory Group
California
$12M +$7.31M +13,907 +172%
CAM
1048
Concorde Asset Management
Michigan
$12M -$2.56M -4,863 -18%
PTC
1049
Private Trust Company
Ohio
$12M -$45.7K -87 -0.4%
CWP
1050
Cyndeo Wealth Partners
Florida
$11.9M +$1.66M +3,160 +17%

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.