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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
TSWM
1176
Tyler-Stone Wealth Management
Ohio
$8.71M +$783K +1,489 +10%
MF
1177
Meridian Financial
Massachusetts
$8.69M +$336K +639 +4%
CA
1178
Continuum Advisory
Idaho
$8.68M +$28.4K +54 +0.3%
EI
1179
Ellevest Inc
New York
$8.65M
MWM
1180
MBE Wealth Management
Wisconsin
$8.65M -$496K -943 -6%
LG
1181
Leuthold Group
Minnesota
$8.63M
GP
1182
Geneva Partners
Wisconsin
$8.62M +$371K +705 +5%
CRI
1183
Commonwealth Retirement Investments
Virginia
$8.62M -$620K -1,179 -7%
BWP
1184
Baldwin Wealth Partners
Massachusetts
$8.61M -$92K -175 -1%
GEA
1185
Glen Eagle Advisors
New Jersey
$8.58M -$12.1K -23 -0.1%
Tudor Investment Corp
1186
Tudor Investment Corp
Connecticut
$8.57M +$5.24M +9,968 +175%
MW
1187
Maia Wealth
Colorado
$8.56M +$7.98M +15,168 New
PMFA
1188
Plante Moran Financial Advisors
Michigan
$8.55M +$237K +450 +3%
SCM
1189
SOL Capital Management
Maryland
$8.55M +$127K +242 +2%
RW
1190
Regimen Wealth
Georgia
$8.51M -$3.76M -7,160 -32%
UOTTAIMCU
1191
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.49M -$110K -210 -1%
CPA
1192
Cardiff Park Advisors
California
$8.47M +$24.2K +46 +0.3%
SWA
1193
Sax Wealth Advisors
New Jersey
$8.46M -$166K -316 -2%
FW
1194
Fidato Wealth
Ohio
$8.44M -$465K -885 -5%
NFC
1195
Northeast Financial Consultants
Connecticut
$8.41M -$755K -1,436 -9%
CD
1196
Chapin Davis
Maryland
$8.41M -$245K -466 -3%
FPCG
1197
Forum Private Client Group
Indiana
$8.38M +$253K +481 +3%
SMAM
1198
Sugar Maple Asset Management
Wisconsin
$8.36M +$348K +662 +5%
YLHM
1199
Yelin Lapidot Holdings Management
Israel
$8.32M +$404K +768 +5%
IIC
1200
Integrated Investment Consultants
Michigan
$8.29M

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.