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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
NWMG
1401
National Wealth Management Group
Ohio
$5.31M +$1.23M +2,341 +32%
BWA
1402
BCU Wealth Advisors
Illinois
$5.3M -$312K -594 -6%
PAM
1403
Peak Asset Management
Colorado
$5.3M +$283K +538 +6%
SIC
1404
Shoker Investment Counsel
Ohio
$5.28M +$55.2K +105 +1%
PCA
1405
Prosperity Capital Advisors
Ohio
$5.27M +$632K +1,202 +14%
AFS
1406
Annapolis Financial Services
Maryland
$5.27M -$167K -318 -3%
AWM
1407
Alterna Wealth Management
Texas
$5.25M -$667K -1,269 -12%
FNWM
1408
Financial Network Wealth Management
Utah
$5.21M -$30K -57 -0.6%
FA
1409
FDx Advisors
Illinois
$5.21M -$4.47M -8,509 -47%
BB
1410
Berkshire Bank
Massachusetts
$5.2M -$131K -250 -3%
MWP
1411
Meridian Wealth Partners
Pennsylvania
$5.19M -$169K -321 -3%
EAMA
1412
EFG Asset Management (Americas)
Florida
$5.16M +$3.42M +6,508 +222%
T
1413
TrueFG
Texas
$5.15M -$9.99K -19 -0.2%
IDBONY
1414
Israel Discount Bank of New York
New York
$5.15M -$1.48M -2,818 -23%
NAM
1415
NorthCrest Asset Manangement
Minnesota
$5.15M -$77.3K -147 -2%
SC
1416
Steph & Co
Wisconsin
$5.13M
HT
1417
Headlands Technologies
Illinois
$5.08M +$2.7M +5,128 +123%
LFG
1418
Larson Financial Group
Missouri
$5.08M +$804K +1,529 +20%
BTWM
1419
Brass Tax Wealth Management
Ohio
$5.07M -$42.6K -81 -0.9%
PCM
1420
Presidio Capital Management
California
$5.06M +$4.87M +9,254 New
BTWM
1421
Baker Tilly Wealth Management
Wisconsin
$5.05M -$3.57M -6,793 -42%
CGPCS
1422
Capital Group Private Client Services
California
$5.02M +$1.7M +3,233 +54%
PTP
1423
Platform Technology Partners
New York
$5.02M +$4.82M +9,165 New
BFW
1424
Brady Family Wealth
Missouri
$5.01M +$28.9K +55 +0.6%
AWAU
1425
Alliance Wealth Advisors (Utah)
Utah
$4.99M +$291K +553 +6%

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.