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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
AA
1126
Argent Advisors
Louisiana
$9.94M -$171K -326 -2%
MSFS
1127
Main Street Financial Solutions
Pennsylvania
$9.93M -$245K -466 -3%
AWM
1128
Ameliora Wealth Management
Switzerland
$9.91M +$6.21M +11,817 +188%
MWAM
1129
Manhattan West Asset Management
California
$9.9M -$5.13M -9,763 -35%
I2I
1130
Insight 2811 Inc
Illinois
$9.87M +$654K +1,244 +7%
YIA
1131
YHB Investment Advisors
Connecticut
$9.82M +$219K +416 +2%
NP
1132
NorthRock Partners
Minnesota
$9.8M -$2.38M -4,517 -20%
ARG
1133
Advisory Resource Group
Oklahoma
$9.8M -$96.2K -183 -1%
ACP
1134
Arcus Capital Partners
Georgia
$9.79M +$2.1K +4 +0%
PCS
1135
Private Client Services
Kentucky
$9.78M +$309K +587 +3%
FTUS
1136
Flow Traders U.S.
New York
$9.77M +$2.8M +5,325 +43%
MSA
1137
Marathon Strategic Advisors
Pennsylvania
$9.75M +$9.37M +17,822 New
SAM
1138
Silvercrest Asset Management
New York
$9.75M +$118K +225 +1%
SL
1139
Sentry LLC
Tennessee
$9.74M -$24.2K -46 -0.3%
CASB
1140
Cape Ann Savings Bank
Massachusetts
$9.73M +$1.62M +3,079 +21%
CF
1141
Copperwynd Financial
Arizona
$9.72M +$8.84M +16,805 +2,232%
EK
1142
Evensky & Katz
Florida
$9.68M -$11.6K -22 -0.1%
RDWM
1143
Red Door Wealth Management
Tennessee
$9.67M +$440K +837 +5%
WMA
1144
Wealth Management Associates
New Jersey
$9.63M
WG
1145
Welch Group
Alabama
$9.63M -$2.63K -5 -0%
MD
1146
Money Design
Japan
$9.58M -$64.2K -122 -0.7%
AWA
1147
Aletheian Wealth Advisors
Washington
$9.56M
VCA
1148
Verdence Capital Advisors
Maryland
$9.55M +$574K +1,092 +7%
PI
1149
Pachira Investments
California
$9.51M -$108K -205 -1%
AI
1150
Arrien Investments
Idaho
$9.5M -$254K -483 -3%

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.