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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
LWL
1451
Leo Wealth LLC
Texas
$4.69M +$274K +522 +6%
BBPWM
1452
Blue Bell Private Wealth Management
Pennsylvania
$4.68M +$31.6K +60 +0.7%
BPC
1453
Banque Pictet & Cie
Switzerland
$4.67M -$131K -250 -3%
NRC
1454
New Republic Capital
North Carolina
$4.64M +$1.29M +2,453 +41%
MCM
1455
Mitchell Capital Management
Kansas
$4.63M +$7.36K +14 +0.2%
NHC
1456
Nicholas Hoffman & Company
Georgia
$4.61M +$115K +218 +3%
MCC
1457
Maiden Cove Capital
Maine
$4.6M +$4.61M +8,772 New
VNA
1458
Valley National Advisers
Pennsylvania
$4.58M +$615K +1,170 +16%
BMC
1459
Bear Mountain Capital
Washington
$4.58M
SWM
1460
Stockman Wealth Management
Montana
$4.58M -$248K -471 -5%
LFAS
1461
Level Four Advisory Services
Texas
$4.56M -$5.02M -9,550 -53%
MWPCG
1462
Measured Wealth Private Client Group
New Hampshire
$4.56M -$239K -454 -5%
4WM
1463
49 Wealth Management
Texas
$4.55M -$35.2K -67 -0.8%
SJGA
1464
Stephen J. Garry & Associates
New York
$4.55M -$1.05K -2 -0%
EIP
1465
Ellis Investment Partners
Pennsylvania
$4.55M +$62.6K +119 +1%
JAG
1466
Journey Advisory Group
Kentucky
$4.54M +$295K +561 +7%
SSWG
1467
Seven Springs Wealth Group
Tennessee
$4.53M -$121K -230 -3%
SCM
1468
Shorepath Capital Management
Utah
$4.52M
LAS
1469
Legacy Advisory Services
Pennsylvania
$4.51M -$4.73K -9 -0.1%
SFG
1470
SNS Financial Group
Minnesota
$4.51M +$12.1K +23 +0.3%
WSFG
1471
Wall Street Financial Group
Illinois
$4.5M +$4.33M +8,229 New
SFM
1472
Signet Financial Management
New Jersey
$4.5M -$671K -1,276 -13%
NB
1473
NBT Bank
New York
$4.5M -$435K -828 -9%
RMAM
1474
Raab & Moskowitz Asset Management
New Jersey
$4.49M -$63.1K -120 -1%
SFO
1475
Stokes Family Office
Louisiana
$4.46M +$39.4K +75 +0.9%

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.