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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
SAM
1326
Smartleaf Asset Management
Massachusetts
$6.25M +$55.2K +105 +0.9%
BC
1327
Barrett & Company
Rhode Island
$6.22M -$221K -421 -4%
HNB
1328
Hilltop National Bank
Wyoming
$6.2M -$15.2K -29 -0.3%
ASW
1329
Astoria Strategic Wealth
Texas
$6.18M +$212K +404 +4%
LIA
1330
LifePlan Investment Advisors
North Carolina
$6.13M -$66.8K -127 -1%
IIC
1331
Ironwood Investment Counsel
Arizona
$6.12M -$117K -222 -2%
MFC
1332
Mechanics Financial Corp
Ohio
$6.1M +$279K +531 +5%
GLLW
1333
Graves Light Lenhart Wealth
Virginia
$6.09M -$31.6K -60 -0.5%
IFA
1334
Index Fund Advisors
California
$6.09M -$114K -217 -2%
AC
1335
AWM Capital
Arizona
$6.08M +$2.1K +4 +0%
ITB
1336
Idaho Trust Bank
Idaho
$6.08M +$4.18M +7,940 +251%
JSL
1337
JT Stratford LLC
Georgia
$6.06M +$651K +1,238 +13%
NW
1338
NewEdge Wealth
Pennsylvania
$6.03M -$1.01M -1,923 -15%
AWM
1339
Able Wealth Management
New Jersey
$6.02M -$117K -223 -2%
NB
1340
Nicolet Bankshares
Wisconsin
$6.01M +$31K +59 +0.5%
FSA
1341
Financial Services Advisory
Maryland
$5.99M -$2.14M -4,068 -27%
CWP
1342
Curated Wealth Partners
California
$5.99M +$5.75M +10,938 New
EA
1343
Emerald Advisors
Washington
$5.95M -$337K -640 -6%
BPWM
1344
Badgley Phelps Wealth Managers
Washington
$5.94M -$169K -322 -3%
TCG
1345
Transcendent Capital Group
Oklahoma
$5.92M -$58.9K -112 -1%
EFG
1346
Ethos Financial Group
Pennsylvania
$5.92M +$464K +883 +9%
MSAM
1347
Moloney Securities Asset Management
Missouri
$5.9M -$12.1M -23,011 -68%
NP
1348
Nilsine Partners
Colorado
$5.9M +$13.7K +26 +0.2%
AUB
1349
Atlantic Union Bankshares
Virginia
$5.89M +$2.41M +4,574 +74%
MFP
1350
Meridian Financial Partners
Virginia
$5.87M +$5.56M +10,573 New

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.