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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
LWANC
1801
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.41M -$87.8K -167 -4%
CFB
1802
Cullen/Frost Bankers
Texas
$2.41M +$470K +893 +25%
CIS
1803
Continental Investors Services
Washington
$2.4M -$169K -321 -7%
ECM
1804
Exchange Capital Management
Michigan
$2.4M -$180K -343 -7%
LNWWM
1805
Laird Norton Wetherby Wealth Management
California
$2.4M -$208K -395 -8%
LC
1806
Lincoln Capital
Nebraska
$2.39M -$35.2K -67 -2%
OPWM
1807
Oxinas Partners Wealth Management
Indiana
$2.39M -$410K -780 -15%
SIMG
1808
Sonora Investment Management Group
Arizona
$2.39M
BSHC
1809
Breed's Hill Capital
Massachusetts
$2.39M +$379K +720 +20%
SMA
1810
Sage Mountain Advisors
Georgia
$2.37M +$256K +487 +13%
CPA
1811
Court Place Advisors
Maryland
$2.37M +$8.41K +16 +0.4%
CA
1812
CSM Advisors
Pennsylvania
$2.37M -$1.1M -2,100 -33%
CFO
1813
Colony Family Offices
North Carolina
$2.36M -$196K -372 -8%
CA
1814
CapWealth Advisors
Tennessee
$2.36M -$47.3K -90 -2%
KAM
1815
Knightsbridge Asset Management
California
$2.34M
SMWM
1816
Silvia McColl Wealth Management
California
$2.34M
HL
1817
HeadInvest LLC
Maine
$2.32M +$248K +472 +13%
BPAMU
1818
BTG Pactual Asset Management US
New York
$2.3M +$2.21M +4,201 New
RPGK
1819
Retirement Planning Group (Kansas)
Kansas
$2.3M -$119K -227 -5%
CFD
1820
Creative Financial Designs
Indiana
$2.29M -$177K -336 -7%
FM
1821
Family Management
New York
$2.28M +$7.36K +14 +0.3%
MIM
1822
Montgomery Investment Management
Maryland
$2.28M +$2.63K +5 +0.1%
ACA
1823
Aspire Capital Advisors
Washington
$2.28M +$137K +260 +7%
CFO
1824
Collective Family Office
Pennsylvania
$2.27M +$1.31M +2,483 +149%
HH
1825
Hilltop Holdings
Texas
$2.27M +$241K +458 +12%

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.