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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
MAM
1526
Madison Asset Management
Wisconsin
$4.05M +$456K +868 +13%
NEPWA
1527
New England Private Wealth Advisors
Massachusetts
$4.05M +$164K +311 +4%
GAM
1528
Gemmer Asset Management
California
$4.04M +$45.7K +87 +1%
AIC
1529
Ayalon Insurance Company
Israel
$4.03M +$215K +409 +6%
GA
1530
Geller Advisors
New York
$4.01M +$2.63K +5 +0.1%
SCA
1531
Sage Capital Advisors
South Dakota
$4.01M -$54.7K -104 -1%
MAG
1532
M3 Advisory Group
Massachusetts
$4.01M +$182K +346 +5%
JGIA
1533
Jackson Grant Investment Advisers
Connecticut
$4M -$9.46K -18 -0.2%
AFA
1534
AA Financial Advisors
Ohio
$4M +$284K +541 +8%
JPWM
1535
Jamison Private Wealth Management
Georgia
$3.98M +$540K +1,026 +16%
Simplex Trading
1536
Simplex Trading
Illinois
$3.98M +$3.82M +7,269 New
NIC
1537
Northwest Investment Counselors
Oregon
$3.97M +$325K +618 +9%
QCM
1538
QRG Capital Management
Illinois
$3.97M +$184K +349 +5%
PSA
1539
Plum Street Advisors
Louisiana
$3.97M -$22.1K -42 -0.6%
MWM
1540
Marietta Wealth Management
Georgia
$3.96M -$2.1K -4 -0.1%
PWA
1541
Pillar Wealth Advisors
Pennsylvania
$3.96M -$1.73M -3,293 -31%
FP
1542
Fiduciary Planning
Florida
$3.96M +$3.8M +7,229 New
GWM
1543
Gitterman Wealth Management
New Jersey
$3.95M +$526 +1 +0%
HPC
1544
HM Payson & Co
Maine
$3.95M -$16.3K -31 -0.4%
LIA
1545
Luken Investment Analytics
Tennessee
$3.93M -$1.5M -2,858 -28%
TCM
1546
Traynor Capital Management
Pennsylvania
$3.92M +$250K +476 +7%
AWA
1547
Aaron Wealth Advisors
Illinois
$3.92M +$8.94K +17 +0.2%
WWP
1548
WR Wealth Planners
Missouri
$3.92M -$58.9K -112 -2%
NRG
1549
Nemes Rush Group
Michigan
$3.91M -$665K -1,264 -15%
SAM
1550
Strategy Asset Managers
California
$3.91M -$299K -568 -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.