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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
FFM
1101
Fullerton Fund Management
Singapore
$10.4M -$361K -687 -3%
GWM
1102
Greenhouse Wealth Management
Connecticut
$10.4M +$26.8K +51 +0.3%
SHFA
1103
SC&H Financial Advisors
Maryland
$10.4M +$56.3K +107 +0.6%
OSAM
1104
O'Shaughnessy Asset Management
Connecticut
$10.4M +$1.91M +3,632 +24%
SS
1105
Sound Stewardship
Kansas
$10.4M +$7.36K +14 +0.1%
CWM
1106
Connecticut Wealth Management
Connecticut
$10.3M -$251K -477 -2%
MPM
1107
Meritage Portfolio Management
Kansas
$10.3M +$197K +374 +2%
ANBT
1108
American National Bank & Trust
Texas
$10.3M -$58.4K -111 -0.6%
MFG
1109
Mendota Financial Group
Wisconsin
$10.3M +$393K +747 +4%
TCM
1110
Telos Capital Management
California
$10.3M -$190K -362 -2%
IAG
1111
Investment Advisory Group
Massachusetts
$10.2M +$286K +543 +3%
CCP
1112
Cassia Capital Partners
North Carolina
$10.2M +$1.52M +2,886 +18%
UB
1113
Umpqua Bank
Oregon
$10.2M +$1.39M +2,641 +16%
BHWM
1114
Beaird Harris Wealth Management
Texas
$10.2M -$115K -219 -1%
MWM
1115
Merriman Wealth Management
Washington
$10.2M +$1.02M +1,948 +12%
DIM
1116
Delta Investment Management
California
$10.1M -$2.43M -4,616 -20%
RWP
1117
Revolve Wealth Partners
New Jersey
$10.1M -$155K -295 -2%
CWM
1118
Congress Wealth Management
Massachusetts
$10.1M -$521K -990 -5%
AM
1119
AGF Management
Ontario, Canada
$10M -$494K -940 -5%
CC
1120
Chicago Capital
Illinois
$9.99M +$27.9K +53 +0.3%
UWS
1121
Unique Wealth Strategies
Illinois
$9.99M
PAMG
1122
Patton Albertson Miller Group
Tennessee
$9.97M +$14.2K +27 +0.1%
WJWM
1123
Williams Jones Wealth Management
New York
$9.96M -$287K -546 -3%
RFP
1124
RCS Financial Planning
Maryland
$9.96M +$53.1K +101 +0.6%
SB
1125
Simmons Bank
Arkansas
$9.95M +$1.2M +2,277 +14%

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.