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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
CWM
1701
Centric Wealth Management
Illinois
$2.85M -$78.3K -149 -3%
IIM
1702
Ipswich Investment Management
Massachusetts
$2.84M +$25.2K +48 +0.9%
FTDI
1703
First Trust Direct Indexing
Massachusetts
$2.84M +$1.79M +3,400 +191%
CFMC
1704
Curbstone Financial Management Corp
New Hampshire
$2.82M +$394K +750 +17%
LWP
1705
Laurel Wealth Planning
Minnesota
$2.82M -$31K -59 -1%
GFPC
1706
Global Financial Private Client
Florida
$2.81M -$131K -249 -5%
MA
1707
MBA Advisors
Pennsylvania
$2.8M +$12.1K +23 +0.5%
VST
1708
Van Strum & Towne
California
$2.8M -$59.4K -113 -2%
HWM
1709
Howard Wealth Management
Connecticut
$2.8M -$12.6K -24 -0.5%
CCM
1710
Chilton Capital Management
Texas
$2.8M -$547K -1,040 -17%
SFWA
1711
Summit Financial Wealth Advisors
Louisiana
$2.8M -$9.99K -19 -0.4%
CWM
1712
Castle Wealth Management
Florida
$2.8M -$9.99K -19 -0.4%
RB
1713
Renasant Bank
Mississippi
$2.79M +$1.07M +2,044 +67%
GSIS
1714
Global Strategic Investment Solutions
Arizona
$2.78M +$7.89K +15 +0.3%
PA
1715
Pineridge Advisors
Missouri
$2.77M -$85.2K -162 -3%
AFA
1716
American Financial Advisors
Georgia
$2.77M -$110K -209 -4%
CSC
1717
Caldwell Sutter Capital
California
$2.77M -$26.3K -50 -1%
MWM
1718
Melfa Wealth Management
Massachusetts
$2.76M +$128K +244 +5%
AA
1719
Axiom Advisory
California
$2.75M +$2.75M +5,239 New
WLPWM
1720
Walled Lake Planning & Wealth Management
Illinois
$2.75M +$178K +339 +7%
SWM
1721
Sterling Wealth Management
Illinois
$2.75M -$395K -751 -13%
CTFG
1722
Capstone Triton Financial Group
Oklahoma
$2.75M +$37.3K +71 +1%
FCM
1723
Fortis Capital Management
Washington
$2.73M -$4.21K -8 -0.2%
RMDI
1724
R.M. Davis Inc
Maine
$2.73M -$20.5K -39 -0.8%
TW
1725
Traveka Wealth
California
$2.73M +$145K +275 +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.