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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
AFS
1476
Access Financial Services
Minnesota
$4.46M -$47.3K -90 -1%
PJSIMP
1477
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.46M -$69.9K -133 -2%
HIM
1478
Hanlon Investment Management
New Jersey
$4.46M -$628K -1,195 -13%
RWM
1479
Rockwood Wealth Management
Pennsylvania
$4.45M +$800K +1,522 +23%
GB
1480
Goepper Burkhardt
South Carolina
$4.44M +$1.22M +2,325 +40%
FFM
1481
Forum Financial Management
Illinois
$4.43M -$180K -343 -4%
FPTW
1482
Franklin, Parlapiano, Turner & Welch
Texas
$4.43M -$137K -261 -3%
FC
1483
Forte Capital
New York
$4.42M +$446K +848 +12%
TWP
1484
Tyche Wealth Partners
Texas
$4.42M +$101K +193 +2%
MG
1485
Marex Group
$4.42M +$4.04M +7,684 +1,991%
BFO
1486
Boston Family Office
Massachusetts
$4.4M -$1.37M -2,610 -25%
PB
1487
Pinnacle Bancorp
Nebraska
$4.4M -$7.89K -15 -0.2%
ASFA
1488
All Season Financial Advisors
Colorado
$4.39M +$877K +1,668 +26%
MFG
1489
Magnus Financial Group
New York
$4.36M +$422K +803 +11%
CIA
1490
Compass Ion Advisors
Pennsylvania
$4.36M
APC
1491
Asset Planning Corporation
Tennessee
$4.34M -$129K -245 -3%
LCC
1492
Lincoln Capital Corp
Rhode Island
$4.33M +$187K +356 +5%
WEG
1493
World Equity Group
Illinois
$4.32M -$5.44M -10,344 -57%
VF
1494
VitalStone Financial
Texas
$4.28M +$713K +1,356 +21%
SIA
1495
Stegner Investment Associates
Kentucky
$4.28M -$11.6K -22 -0.3%
CFG
1496
Clayton Financial Group
Missouri
$4.28M +$205K +389 +5%
SJIM
1497
St. Johns Investment Management
Florida
$4.28M -$88.9K -169 -2%
FCB
1498
First County Bank
Connecticut
$4.27M -$373K -710 -8%
D
1499
Dentgroup
Louisiana
$4.26M -$107K -203 -3%
WCG
1500
Weaver Consulting Group
California
$4.25M +$180K +342 +5%

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.