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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
SPW
1426
Sonoma Private Wealth
California
$4.99M -$64.2K -122 -1%
SP
1427
Successful Portfolios
Florida
$4.98M +$368K +699 +8%
PWP
1428
Private Wealth Partners
California
$4.95M -$297K -565 -6%
DWM
1429
Defined Wealth Management
Oregon
$4.94M -$11K -21 -0.2%
TH
1430
TCTC Holdings
Texas
$4.94M -$3.68K -7 -0.1%
SL
1431
SFM LLC
New Hampshire
$4.92M -$40.5K -77 -0.8%
VF
1432
Vawter Financial
Ohio
$4.89M +$192K +365 +4%
ECA
1433
Elevated Capital Advisors
Utah
$4.88M +$2.75M +5,235 +142%
FC
1434
Financial Council
Maryland
$4.88M -$235K -447 -5%
NC
1435
NovaPoint Capital
Georgia
$4.87M +$798K +1,517 +21%
FG
1436
Fiduciary Group
Georgia
$4.86M -$7.89K -15 -0.2%
PWPS
1437
Pinnacle Wealth Planning Services
Ohio
$4.84M -$67.8K -129 -1%
KL
1438
KWMG LLC
Kansas
$4.84M +$657K +1,250 +16%
WBC
1439
West Branch Capital
Massachusetts
$4.83M -$46.8K -89 -1%
JCM
1440
Jacobi Capital Management
Pennsylvania
$4.83M +$3.36M +6,390 +262%
RWA
1441
Redhawk Wealth Advisors
Minnesota
$4.79M -$1.55M -2,950 -25%
BAM
1442
BOS Asset Management
Illinois
$4.79M -$406K -772 -8%
MSAGDF
1443
Moneda SA Administradora General de Fondos
Chile
$4.76M
MCI
1444
MRP Capital Investments
Georgia
$4.75M +$161K +306 +4%
ACG
1445
Allen Capital Group
Nebraska
$4.73M +$52.1K +99 +1%
CWA
1446
CM Wealth Advisors
Ohio
$4.72M -$171K -325 -4%
PWA
1447
Peterson Wealth Advisors
Utah
$4.72M -$339K -644 -7%
SBLIC
1448
Security Benefit Life Insurance Company
Kansas
$4.71M -$1.95M -3,700 -30%
MWA
1449
Merkkuri Wealth Advisors
New York
$4.7M +$4.52M +8,590 New
SWP
1450
Semus Wealth Partners
Florida
$4.7M -$401K -763 -8%

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.