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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
ATWA
1676
Arbor Trust Wealth Advisors
Michigan
$3M -$17.9K -34 -0.6%
SDWMA
1677
Schneider Downs Wealth Management Advisors
Pennsylvania
$3M -$17.9K -34 -0.6%
TCM
1678
Tufton Capital Management
Maryland
$2.99M +$118K +225 +4%
CFA
1679
CWS Financial Advisors
Michigan
$2.96M -$46.3K -88 -2%
PAM
1680
PVG Asset Management
Colorado
$2.96M +$2.84M +5,402 New
WAG
1681
Wallace Advisory Group
California
$2.96M -$769K -1,463 -21%
CFA
1682
Cahill Financial Advisors
Minnesota
$2.95M -$400K -761 -12%
TWP
1683
TFO Wealth Partners
Ohio
$2.94M -$26.3K -50 -0.9%
WFAG
1684
Worth Financial Advisory Group
North Carolina
$2.94M -$74.7K -142 -3%
CWG
1685
Crown Wealth Group
North Carolina
$2.94M -$100K -191 -3%
PWW
1686
Pettyjohn Wood & White
Virginia
$2.94M +$578K +1,100 +26%
NCM
1687
Northwest Capital Management
Oregon
$2.93M -$656K -1,247 -19%
CICC
1688
Capital Investment Counsel (Colorado)
Colorado
$2.93M -$236K -448 -8%
PA
1689
Procyon Advisors
Connecticut
$2.93M +$111K +212 +4%
MJRIC
1690
Mogy Joel R Investment Counsel
California
$2.91M
SPC
1691
Spirepoint Private Client
Florida
$2.91M +$79.9K +152 +3%
EAM
1692
Evanson Asset Management
California
$2.91M -$1.25M -2,368 -31%
IAS
1693
Insigneo Advisory Services
Florida
$2.9M +$739K +1,406 +34%
AP
1694
Appleton Partners
Massachusetts
$2.9M
BFO
1695
Biltmore Family Office
North Carolina
$2.89M +$141K +268 +5%
SWM
1696
Segment Wealth Management
Texas
$2.88M +$1.58K +3 +0.1%
LCM
1697
Liberty Capital Management
Michigan
$2.87M +$394K +749 +17%
Connor, Clark & Lunn Investment Management (CC&L)
1698
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.87M
FNC
1699
First National Corp
Massachusetts
$2.87M +$41K +78 +2%
LCM
1700
Lazari Capital Management
California
$2.86M +$2.03M +3,868 +284%

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.