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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
SMH
1826
Sanders Morris Harris
Texas
$2.26M +$2.17M +4,132 New
OCG
1827
Opus Capital Group
Ohio
$2.25M +$232K +441 +12%
IAA
1828
Ironsides Asset Advisors
North Carolina
$2.24M
IFWM
1829
Institute for Wealth Management
Colorado
$2.23M +$205K +390 +11%
SEM
1830
Strategic Equity Management
Arizona
$2.22M -$498K -948 -19%
First Manhattan
1831
First Manhattan
New York
$2.22M +$14.7K +28 +0.7%
RBFC
1832
Roman Butler Fullerton & Co
Missouri
$2.21M -$19.5K -37 -0.9%
BPFA
1833
Barnes Pettey Financial Advisors
Mississippi
$2.21M +$2.1K +4 +0.1%
MCA
1834
Magnolia Capital Advisors
Mississippi
$2.21M +$2.12M +4,039 New
AIP
1835
ARS Investment Partners
New York
$2.21M +$347K +660 +20%
GAA
1836
Guardian Asset Advisors
Pennsylvania
$2.21M -$451K -858 -18%
WCA
1837
Waypoint Capital Advisors
Minnesota
$2.19M
OWA
1838
ORBA Wealth Advisors
Illinois
$2.19M +$155K +294 +8%
FF
1839
Francis Financial
$2.19M +$62K +118 +3%
KFI
1840
Key Financial Inc
Pennsylvania
$2.18M +$344K +655 +20%
NAM
1841
NTV Asset Management
West Virginia
$2.18M +$286K +543 +16%
NWM
1842
Napa Wealth Management
California
$2.18M +$57.8K +110 +3%
EL
1843
Essex LLC
Illinois
$2.18M -$217K -412 -9%
CCA
1844
Clearwater Capital Advisors
Illinois
$2.17M -$502K -954 -19%
MMHP
1845
Murphy Middleton Hinkle & Parker
Georgia
$2.17M
AWA
1846
Alta Wealth Advisors
Massachusetts
$2.17M -$50.5K -96 -2%
CWM
1847
CIBC World Markets
New York
$2.17M -$37.9K -72 -2%
DP
1848
Denver PWM
Colorado
$2.16M -$89.9K -171 -4%
MA
1849
MONECO Advisors
Connecticut
$2.16M +$28.4K +54 +1%
DFC
1850
DBK Financial Counsel
Ohio
$2.15M -$229K -436 -10%

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.