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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
JIR
1876
James Investment Research
Ohio
$2.07M -$529K -1,006 -21%
ESB
1877
Essex Savings Bank
Connecticut
$2.06M -$46.3K -88 -2%
GFA
1878
Gallagher Fiduciary Advisors
Illinois
$2.06M -$233K -444 -11%
IB
1879
Intrust Bank
Kansas
$2.06M +$30K +57 +2%
HCM
1880
Howland Capital Management
Massachusetts
$2.06M +$225K +427 +13%
PFM
1881
Peak Financial Management
Massachusetts
$2.06M -$10.5K -20 -0.5%
MAG
1882
Mayfair Advisory Group
Alabama
$2.05M +$282K +537 +17%
WFA
1883
Wells Financial Advisors
Massachusetts
$2.04M -$53.1K -101 -3%
VCM
1884
Versant Capital Management
Arizona
$2.04M
LSIA
1885
LaSalle St. Investment Advisors
Illinois
$2.04M +$502K +954 +34%
NW
1886
Naviter Wealth
Arkansas
$2.04M +$6.84K +13 +0.3%
SB
1887
Sunflower Bank
Texas
$2.04M -$7.89K -15 -0.4%
DACG
1888
Donor Advised Charitable Giving
California
$2.03M -$43.6K -83 -2%
BWA
1889
Blodgett Wealth Advisors
California
$2.03M +$166K +315 +9%
PP
1890
Pacifica Partners
Canada
$2.03M -$36.8K -70 -2%
TF
1891
Tompkins Financial
New York
$2.03M +$101K +193 +5%
MI
1892
Moneywise Inc
Virginia
$2.03M -$70.5K -134 -3%
YDMI
1893
Y.D. More Investments
Israel
$2.02M -$1.58M -3,000 -45%
BIG
1894
Builder Investment Group
Georgia
$2.02M -$6.31K -12 -0.3%
SAM
1895
SP Asset Management
California
$2.02M +$1.65M +3,140 +566%
WCM
1896
Weik Capital Management
Pennsylvania
$2.01M +$200K +380 +12%
GJWM
1897
Gilliland Jeter Wealth Management
Arkansas
$2.01M +$110K +209 +6%
WCWM
1898
Willow Creek Wealth Management
California
$2M -$1.05K -2 -0.1%
WI
1899
Wedgewood Investors
Pennsylvania
$2M +$1.92M +3,650 New
CTC
1900
Corundum Trust Company
South Dakota
$1.97M +$1.9M +3,604 New

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.