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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
RI
1551
Rinkey Investments
California
$3.9M
AA
1552
Aufman Associates
Pennsylvania
$3.9M +$7.89K +15 +0.2%
PPWP
1553
Premier Path Wealth Partners
New Jersey
$3.89M +$1.53M +2,919 +70%
RF
1554
RHS Financial
California
$3.89M -$10.5K -20 -0.3%
SFC
1555
Sprinkle Financial Consultants
Colorado
$3.89M +$533K +1,014 +17%
PCS
1556
Personal CFO Solutions
New Jersey
$3.86M +$95.2K +181 +3%
TA
1557
TFB Advisors
Kansas
$3.86M -$4.27M -8,111 -53%
FW
1558
FullCircle Wealth
Texas
$3.86M +$3.73M +7,093 New
IGWM
1559
ICA Group Wealth Management
Colorado
$3.83M -$8.3M -15,778 -69%
EBT
1560
Enterprise Bank & Trust
Massachusetts
$3.82M +$70.5K +134 +2%
LSA
1561
Lansing Street Advisors
Pennsylvania
$3.82M +$336K +639 +10%
OPWM
1562
Oakwell Private Wealth Management
Texas
$3.82M
MFG
1563
MidWestOne Financial Group
Iowa
$3.8M
CW
1564
CIC Wealth
Maryland
$3.8M +$12.1K +23 +0.3%
BCV
1565
Banque Cantonale Vaudoise
Switzerland
$3.79M +$9.46K +18 +0.3%
GIA
1566
Guyasuta Investment Advisors
Pennsylvania
$3.79M
CBT
1567
CoreFirst Bank & Trust
Kansas
$3.79M +$200K +380 +6%
CL
1568
CIM LLC
New York
$3.77M -$207K -394 -5%
EIA
1569
Edgemoor Investment Advisors
Maryland
$3.77M +$57.8K +110 +2%
CPIA
1570
Cornell Pochily Investment Advisors
New York
$3.76M +$66.3K +126 +2%
EF
1571
Empowered Funds
Pennsylvania
$3.75M -$1.13M -2,142 -24%
SG
1572
Strid Group
Pennsylvania
$3.75M -$521K -991 -13%
QPWM
1573
Quadrant Private Wealth Management
Pennsylvania
$3.74M -$367K -697 -9%
SAM
1574
Smithbridge Asset Management
Pennsylvania
$3.71M -$1.67M -3,185 -32%
FCMA
1575
Foresight Capital Management Advisors
Michigan
$3.71M +$5.26K +10 +0.1%

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.