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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
LI
1076
Louisbourg Investments
New Brunswick, Canada
$11.1M -$5.3M -10,080 -33%
BCG
1077
Breakwater Capital Group
New Jersey
$11M +$532K +1,011 +5%
KWA
1078
Kingswood Wealth Advisors
California
$11M +$1.38M +2,616 +15%
BCWM
1079
Bartlett & Co Wealth Management
Ohio
$11M +$182K +346 +2%
OFG
1080
Omega Financial Group
California
$11M +$164K +312 +2%
SAG
1081
Spotlight Asset Group
Illinois
$11M -$5.26K -10 -0%
DI
1082
DAGCO Inc
Ohio
$11M +$242K +461 +2%
HGWM
1083
Horst & Graben Wealth Management
Oregon
$11M +$3.48M +6,610 +49%
WF
1084
Wayfinding Financial
Washington
$11M -$111K -212 -1%
BFA
1085
Bright Financial Advisors
Michigan
$11M -$1.68M -3,193 -14%
GCM
1086
Granby Capital Management
Florida
$10.9M
LT
1087
Legacy Trust
Michigan
$10.9M +$55.2K +105 +0.5%
TRIA
1088
Trail Ridge Investment Advisors
Colorado
$10.8M -$500K -951 -5%
HIA
1089
Harbor Investment Advisory
Maryland
$10.8M -$191K -364 -2%
VAM
1090
Verity Asset Management
North Carolina
$10.8M +$5.47M +10,394 +112%
SDAM
1091
Shulman DeMeo Asset Management
New York
$10.7M +$126K +240 +1%
EWA
1092
EverSource Wealth Advisors
Alabama
$10.7M +$250K +476 +3%
HI
1093
Horizon Investments
North Carolina
$10.7M -$205K -389 -2%
MCM
1094
Manchester Capital Management
Vermont
$10.6M +$1.67M +3,180 +20%
MOS
1095
MGO One Seven
Ohio
$10.5M +$528K +1,005 +6%
TPWA
1096
Twin Peaks Wealth Advisors
California
$10.5M +$467K +889 +5%
RDIA
1097
RE Dickinson Investment Advisors
Iowa
$10.5M +$70.5K +134 +0.7%
SB
1098
Strategic Blueprint
Georgia
$10.5M -$1.67M -3,180 -14%
VWM
1099
Venturi Wealth Management
Texas
$10.5M -$1.72M -3,268 -15%
NS
1100
NBC Securities
Alabama
$10.5M -$188K -357 -2%

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.