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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
FCM
1851
Firestone Capital Management
Florida
$2.15M +$89.9K +171 +5%
LFA
1852
LGT Financial Advisors
Texas
$2.15M -$345K -656 -14%
AWM
1853
Angeles Wealth Management
California
$2.15M -$452K -860 -18%
OA
1854
Operose Advisors
Wisconsin
$2.15M +$185K +351 +10%
LA
1855
LM Advisors
California
$2.14M -$528K -1,004 -20%
EWA
1856
Encompass Wealth Advisors
Oregon
$2.13M -$203K -386 -9%
BCM
1857
Bayesian Capital Management
New York
$2.13M +$2.04M +3,884 New
LC
1858
LTG Capital
Massachusetts
$2.12M -$12.1K -23 -0.6%
CB
1859
CNB Bank
Pennsylvania
$2.12M +$52.6K +100 +3%
WHCI
1860
W.H. Cornerstone Investments
Massachusetts
$2.12M +$6.31K +12 +0.3%
TD Asset Management
1861
TD Asset Management
Ontario, Canada
$2.12M -$117K -223 -5%
SPIO
1862
Seven Post Investment Office
California
$2.11M
PP
1863
Patten & Patten
Tennessee
$2.11M +$13.7K +26 +0.7%
PCMF
1864
Private Capital Management (Florida)
Florida
$2.11M -$28.9K -55 -1%
WIC
1865
Woodmont Investment Counsel
Tennessee
$2.1M +$579K +1,102 +40%
SPWM
1866
Schrum Private Wealth Management
Florida
$2.09M +$533K +1,013 +36%
CPWA
1867
Cerro Pacific Wealth Advisors
California
$2.09M +$2.01M +3,826 New
WSWA
1868
Warren Street Wealth Advisors
California
$2.09M +$72.6K +138 +4%
OSNBOA
1869
Old Second National Bank of Aurora
Illinois
$2.08M +$1.05M +2,006 +111%
AI
1870
Axiom Investors
Connecticut
$2.08M -$158K -300 -7%
FFA
1871
Founders Financial Alliance
North Carolina
$2.08M +$85.7K +163 +4%
BCMLT
1872
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.08M -$526 -1 -0%
SIS
1873
Strategic Investment Solutions
Illinois
$2.07M +$1.97M +3,744 New
SFA
1874
Seneca Financial Advisors
New York
$2.07M +$739K +1,405 +59%
CCM
1875
Cohen Capital Management
California
$2.07M +$3.15K +6 +0.2%

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.