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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
JFGIW
101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$413M +$19.9M +37,774 +5%
Stifel Financial
102
Stifel Financial
Missouri
$413M -$14.7M -27,935 -4%
MYLI
103
Meiji Yasuda Life Insurance
Japan
$406M +$166M +315,337 +74%
SGI
104
Swan Global Investments
Colorado
$391M -$12.6M -24,057 -3%
NA
105
NewEdge Advisors
Louisiana
$389M +$35.6M +67,628 +11%
CCM
106
Coldstream Capital Management
Washington
$384M -$1.17M -2,227 -0.3%
SAM
107
Simplify Asset Management
Nevada
$384M -$151M -287,115 -29%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$377M +$10.5M +19,924 +3%
CFG
109
CKW Financial Group
Hawaii
$375M +$1.94M +3,691 +0.5%
PPFA
110
Provida Pension Fund Administrator
Chile
$372M -$25.1M -47,825 -7%
DWM
111
Dynasty Wealth Management
Florida
$359M +$71.4M +135,809 +26%
AHSW
112
Adventist Health System West
California
$359M -$316K -600 -0.1%
CWM
113
Circle Wealth Management
New Jersey
$358M
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$356M +$12.7M +24,110 +4%
CCMG
115
Clark Capital Management Group
Pennsylvania
$354M -$6.8M -12,932 -2%
SIC
116
Sigma Investment Counselors
Michigan
$353M +$7.81M +14,856 +2%
HWA
117
Heritage Wealth Advisors
Virginia
$353M -$6.45M -12,265 -2%
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$352M
PA
119
Parallel Advisors
California
$349M +$79.4M +151,014 +31%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$349M -$12.6M -23,975 -4%
RIG
121
RiverFront Investment Group
Virginia
$342M +$2.07M +3,933 +0.6%
MMI
122
Matson Money Inc
Ohio
$339M
Baird Financial Group
123
Baird Financial Group
Wisconsin
$338M -$3.27M -6,221 -1%
TI
124
Truepoint Inc
Ohio
$337M -$2.16M -4,100 -0.7%
CWM
125
Cahaba Wealth Management
Georgia
$337M +$4.63M +8,803 +1%

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.