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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
OFS
1601
Oldfather Financial Services
Nebraska
$3.55M +$2.1K +4 +0.1%
AWM
1602
Arista Wealth Management
Nevada
$3.54M +$1.51M +2,873 +80%
SEI Investments
1603
SEI Investments
Pennsylvania
$3.54M -$349K -663 -9%
GGS
1604
Galvin Gaustad & Stein
Arizona
$3.51M +$343K +653 +11%
LSA
1605
Lion Street Advisors
Texas
$3.5M +$259K +493 +8%
HIF
1606
Hill Island Financial
Michigan
$3.49M -$21.6K -41 -0.6%
LWM
1607
Lyell Wealth Management
California
$3.48M -$89.9K -171 -3%
RBC
1608
Romano Brothers & Co
Illinois
$3.48M -$4.73K -9 -0.1%
FFB
1609
First Financial Bankshares
Texas
$3.48M -$81.5K -155 -2%
ADL
1610
Asset Dedication LLC
California
$3.46M +$34.2K +65 +1%
CSIC
1611
Clifford Swan Investment Counsel
California
$3.44M
MWM
1612
Mattern Wealth Management
Kansas
$3.44M -$53.1K -101 -2%
CCM
1613
Condor Capital Management
New Jersey
$3.43M -$39.4K -75 -1%
DTC
1614
Davidson Trust Company
Washington
$3.42M -$219K -416 -6%
TCWM
1615
Total Clarity Wealth Management
Illinois
$3.42M +$54.7K +104 +2%
HKIMG
1616
Hutchens & Kramer Investment Management Group
Indiana
$3.42M -$1.51M -2,869 -32%
SSW
1617
Stone Summit Wealth
Florida
$3.41M +$213K +406 +7%
MAV
1618
Mason & Associates (Virginia)
Virginia
$3.4M -$296K -562 -8%
AT
1619
Arlington Trust
Alabama
$3.39M +$1.1M +2,098 +51%
FWI
1620
Facet Wealth Inc
Maryland
$3.38M -$338K -642 -9%
VWM
1621
Valley Wealth Managers
New Jersey
$3.38M -$381K -725 -10%
LFA
1622
Legacy Financial Advisors
Kentucky
$3.37M -$3.16M -6,000 -49%
AB
1623
Atlas Brown
Kentucky
$3.37M +$134K +255 +4%
LFP
1624
Leeward Financial Partners
Washington
$3.33M +$290K +551 +10%
WCM
1625
Wealthcare Capital Management
Virginia
$3.33M -$206K -391 -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.