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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
HWMA
1226
Heritage Wealth Management (Arizona)
Arizona
$7.7M -$986K -1,876 -12%
HFO
1227
Heritage Family Offices
Arizona
$7.7M +$7.4M +14,075 New
MCA
1228
MSH Capital Advisors
Arizona
$7.67M -$658K -1,252 -8%
EWM
1229
Empirical Wealth Management
Washington
$7.66M -$351K -668 -5%
NG
1230
NatWest Group
United Kingdom
$7.66M
OPA
1231
Old Port Advisors
Maine
$7.65M +$533K +1,014 +8%
ES
1232
Eagle Strategies
New York
$7.65M -$7.95M -15,115 -52%
SFG
1233
Sunburst Financial Group
Alabama
$7.64M -$786K -1,494 -10%
NPP
1234
New Potomac Partners
Maryland
$7.59M -$57.8K -110 -0.8%
CFG
1235
Cooper Financial Group
California
$7.55M +$289K +550 +4%
SMI
1236
Shelter Mutual Insurance
Missouri
$7.52M
CIC
1237
Carnegie Investment Counsel
Ohio
$7.52M -$59.4K -113 -0.8%
KC
1238
Kingfisher Capital
North Carolina
$7.51M -$30K -57 -0.4%
TW
1239
Transform Wealth
Colorado
$7.51M +$411K +781 +6%
CIC
1240
Cutler Investment Counsel
Oregon
$7.49M +$276K +524 +4%
BBWP
1241
Beacon Bridge Wealth Partners
Pennsylvania
$7.46M -$34.7K -66 -0.5%
APG
1242
Abacus Planning Group
South Carolina
$7.44M -$30K -57 -0.4%
CA
1243
Claro Advisors
Massachusetts
$7.42M +$1.09M +2,071 +18%
GM
1244
GeoWealth Management
Illinois
$7.39M -$1.04M -1,978 -13%
MAM
1245
MMA Asset Management
Pennsylvania
$7.38M +$336K +639 +5%
BW
1246
BIP Wealth
Georgia
$7.37M +$113K +215 +2%
WPC
1247
Wedmont Private Capital
Pennsylvania
$7.37M -$19.5K -37 -0.3%
WWC
1248
Waypoint Wealth Counsel
Georgia
$7.35M +$41.5K +79 +0.6%
WPC
1249
White Pine Capital
Minnesota
$7.32M +$388K +738 +6%
BAM
1250
Belpointe Asset Management
Nevada
$7.31M -$7.5M -14,262 -52%

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.