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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
SWA
1351
Strategies Wealth Advisors
Michigan
$5.87M -$290K -551 -5%
BFA
1352
BBJS Financial Advisors
Washington
$5.86M -$301K -572 -5%
FCA
1353
FLC Capital Advisors
California
$5.82M -$25.2K -48 -0.4%
CCA
1354
Carrera Capital Advisors
Michigan
$5.81M +$5.58M +10,619 New
ZIC
1355
ZWJ Investment Counsel
Georgia
$5.81M +$17.4K +33 +0.3%
DWP
1356
Daymark Wealth Partners
Ohio
$5.8M +$1.29M +2,448 +30%
SMG
1357
Smart Money Group
Texas
$5.78M -$34.7K -66 -0.6%
SAM
1358
S.A. Mason
Michigan
$5.77M +$817K +1,553 +17%
FHA
1359
Flagship Harbor Advisors
Massachusetts
$5.75M -$598K -1,137 -10%
RW
1360
Rede Wealth
Virginia
$5.75M +$623K +1,184 +13%
FAM
1361
Forte Asset Management
New York
$5.75M +$159K +302 +3%
BCA
1362
Bray Capital Advisors
Florida
$5.74M -$246K -467 -4%
M
1363
MOTCO
Texas
$5.71M +$131K +250 +2%
CWM
1364
Certus Wealth Management
California
$5.68M -$638K -1,214 -10%
TFCP
1365
Twin Focus Capital Partners
Massachusetts
$5.67M +$31.6K +60 +0.6%
WFS
1366
WealthGarden F.S.
California
$5.67M +$5.45M +10,362 New
AF
1367
Affiance Financial
Minnesota
$5.67M +$16.3K +31 +0.3%
NAMNJ
1368
NorthStar Asset Management (New Jersey)
New Jersey
$5.66M -$273K -519 -5%
BWA
1369
BlueChip Wealth Advisors
Georgia
$5.66M +$46.3K +88 +0.9%
SFPG
1370
Stonebridge Financial Planning Group
Florida
$5.66M -$8.41K -16 -0.2%
EP
1371
Essential Planning
New Hampshire
$5.65M -$154K -292 -3%
SIS
1372
Sound Income Strategies
Florida
$5.64M +$61.5K +117 +1%
TSW
1373
Three Seasons Wealth
Utah
$5.62M -$14.7K -28 -0.3%
GWP
1374
Gen-Wealth Partners
Michigan
$5.62M -$654K -1,244 -11%
SIC
1375
Salem Investment Counselors
North Carolina
$5.61M -$18.9K -36 -0.4%

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.