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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
LC
1576
Lindbrook Capital
California
$3.7M +$48.9K +93 +1%
BCM
1577
Birmingham Capital Management
Alabama
$3.7M -$39.4K -75 -1%
IA
1578
Insight Advisors
Pennsylvania
$3.69M -$33.1K -63 -0.9%
EWA
1579
Etesian Wealth Advisors
Oregon
$3.69M +$2.08M +3,958 +142%
RWPA
1580
Richard W. Paul & Associates
Michigan
$3.69M -$121K -230 -3%
AC
1581
Abbrea Capital
California
$3.67M -$19.5K -37 -0.5%
WFA
1582
WestHill Financial Advisors
California
$3.66M +$77.8K +148 +2%
CAM
1583
Carret Asset Management
New York
$3.65M +$40K +76 +1%
NFSG
1584
Newbridge Financial Services Group
Florida
$3.64M +$1.35M +2,563 +63%
WA
1585
WESPAC Advisors
California
$3.63M -$97.8K -186 -3%
HCM
1586
Harvey Capital Management
Florida
$3.63M -$53.1K -101 -1%
IRC
1587
Investors Research Corp
Georgia
$3.62M -$11K -21 -0.3%
SPWM
1588
Straight Path Wealth Management
Michigan
$3.61M -$228K -434 -6%
G
1589
GenTrust
Florida
$3.61M
FUBT
1590
First United Bank & Trust
Maryland
$3.6M -$2.63K -5 -0.1%
SCG
1591
Sonata Capital Group
Washington
$3.6M +$49.4K +94 +1%
TFP
1592
Triune Financial Partners
Kansas
$3.6M +$9.99K +19 +0.3%
CCP
1593
Clarkston Capital Partners
Michigan
$3.59M -$53.6K -102 -2%
FB
1594
First Bancorp
Maine
$3.58M -$30K -57 -0.9%
CSWM
1595
Cassady Schiller Wealth Management
Ohio
$3.58M
IAA
1596
Independent Advisor Alliance
North Carolina
$3.58M -$11.6K -22 -0.3%
TCOTS
1597
Trust Company of the South
North Carolina
$3.57M
Vontobel Holding
1598
Vontobel Holding
Switzerland
$3.57M
EA
1599
Everpar Advisors
Oklahoma
$3.57M +$1.65M +3,140 +93%
MIM
1600
Macroview Investment Management
Maryland
$3.55M -$114K -216 -3%

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.