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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
AI
1276
Atom Investors
Texas
$6.91M
RVPG
1277
Relative Value Partners Group
$6.9M -$59.3M -112,724 -90%
LSPW
1278
Lake Street Private Wealth
Illinois
$6.9M -$61.5K -117 -0.9%
WPP
1279
Whalerock Point Partners
Rhode Island
$6.89M +$329K +626 +5%
SWA
1280
Strata Wealth Advisors
Texas
$6.88M -$239K -454 -3%
EP
1281
Edgestream Partners
New Jersey
$6.85M -$2.35M -4,475 -26%
CF
1282
Centaurus Financial
California
$6.85M -$369K -702 -5%
WT
1283
Washington Trust
Rhode Island
$6.85M +$351K +667 +6%
SFP
1284
Sterling Financial Planning
New Jersey
$6.84M -$243K -462 -4%
RC
1285
Roundview Capital
New Jersey
$6.82M -$17.4K -33 -0.3%
DWM
1286
Dogwood Wealth Management
Kansas
$6.82M -$2.63K -5 -0%
AAS
1287
Annex Advisory Services
Wisconsin
$6.8M -$242K -460 -4%
AFP
1288
Ausdal Financial Partners
Iowa
$6.78M +$137K +260 +2%
NCM
1289
Nelson Capital Management
California
$6.77M +$667K +1,268 +11%
AWP
1290
Avid Wealth Partners
Texas
$6.75M -$5.05M -9,610 -44%
CWM
1291
C2C Wealth Management
Arizona
$6.73M +$92K +175 +1%
JIC
1292
Joel Isaacson & Co
New York
$6.69M +$62K +118 +1%
WB
1293
West Bancorporation
Iowa
$6.67M +$682K +1,297 +12%
TWA
1294
TCI Wealth Advisors
Arizona
$6.65M -$624K -1,186 -9%
Financial Engines Advisors
1295
Financial Engines Advisors
California
$6.64M +$1.56M +2,965 +32%
TC
1296
Trust Company
Kansas
$6.6M +$101K +193 +2%
CWC
1297
Carolinas Wealth Consulting
North Carolina
$6.59M +$723K +1,375 +13%
WAL
1298
W Advisors LLC
Tennessee
$6.58M -$73.6K -140 -1%
RWP
1299
Ridgecrest Wealth Partners
California
$6.56M -$39.4K -75 -0.6%
CCG
1300
Catalina Capital Group
California
$6.56M +$1.26M +2,394 +25%

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.