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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
NL
1201
NEPC LLC
Massachusetts
$8.28M -$348K -661 -4%
MIA
1202
Milestone Investment Advisors
Wisconsin
$8.28M -$388K -737 -5%
IAIM
1203
International Assets Investment Management
Florida
$8.27M -$215K -409 -3%
DC
1204
Davenport & Co
Virginia
$8.25M -$2.16M -4,099 -21%
PAG
1205
Private Advisory Group
Washington
$8.24M +$276K +525 +4%
MMRF
1206
Michelson Medical Research Foundation
California
$8.2M -$1.58M -3,000 -17%
Calamos Advisors
1207
Calamos Advisors
Illinois
$8.17M -$20.5K -39 -0.3%
MWM
1208
Maripau Wealth Management
Indiana
$8.13M -$1.13M -2,152 -13%
SGK
1209
Steigerwald Gordon & Koch
Virginia
$8.12M +$362K +689 +5%
LCWP
1210
Legacy Capital Wealth Partners
Arkansas
$8.09M +$7.78M +14,787 New
CPC
1211
Congress Park Capital
New York
$8.09M +$447K +851 +6%
MCM
1212
MidAtlantic Capital Management
Virginia
$8.06M +$139K +265 +2%
AEPWM
1213
Atlantic Edge Private Wealth Management
Florida
$8.03M -$89.4K -170 -1%
RWML
1214
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.99M -$30.5K -58 -0.4%
PWM
1215
Power Wealth Management
Georgia
$7.95M -$3.1M -5,900 -29%
EFN
1216
Equita Financial Network
Pennsylvania
$7.95M +$713K +1,356 +10%
KW
1217
KWB Wealth
California
$7.92M -$230K -438 -3%
JIP
1218
Jaffetilchin Investment Partners
Florida
$7.91M +$2.63K +5 +0%
FAIM
1219
Financial Advocates Investment Management
Washington
$7.87M +$2.5M +4,748 +30%
9WM
1220
9258 Wealth Management
Ohio
$7.86M -$71.5K -136 -0.9%
QC
1221
Quent Capital
New York
$7.78M +$73.6K +140 +1%
SAI
1222
Savvy Advisors Inc
New York
$7.77M +$5.93M +11,286 +388%
CWS
1223
Confluence Wealth Services
Pennsylvania
$7.77M +$268K +510 +4%
TFS
1224
Thoroughbred Financial Services
Tennessee
$7.75M +$802K +1,525 +12%
MC
1225
Moors & Cabot
Massachusetts
$7.71M +$863K +1,641 +13%

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.