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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
TTWM
1926
TCV Trust & Wealth Management
Virginia
$1.87M
GFL
1927
Granite FO LLC
New Hampshire
$1.87M
SVWAG
1928
Sound View Wealth Advisors Group
Georgia
$1.86M +$18.4K +35 +1%
KCM
1929
Kornitzer Capital Management
Kansas
$1.86M +$5.78K +11 +0.3%
PCM
1930
Palisade Capital Management
New Jersey
$1.86M +$139K +264 +8%
SWM
1931
SeaCrest Wealth Management
New York
$1.86M +$71K +135 +4%
PRWA
1932
Platte River Wealth Advisors
Colorado
$1.85M
FAM
1933
Family Asset Management
South Carolina
$1.85M +$180K +342 +11%
AWA
1934
ARQ Wealth Advisors
Arizona
$1.84M +$114K +216 +7%
GA
1935
Goldstein Advisors
Wisconsin
$1.83M +$465K +884 +36%
FPB
1936
First PREMIER Bank
South Dakota
$1.83M
TC
1937
Truvestments Capital
Florida
$1.83M -$12.1K -23 -0.7%
LOPW
1938
Live Oak Private Wealth
North Carolina
$1.83M -$125K -238 -7%
VCP
1939
Vista Capital Partners
Oregon
$1.83M -$46.3K -88 -3%
S
1940
Sachetta
Massachusetts
$1.83M -$947K -1,800 -35%
EFG
1941
Ehrlich Financial Group
California
$1.82M +$109K +208 +7%
KWM
1942
KFG Wealth Management
Indiana
$1.82M +$179K +340 +11%
EAM
1943
Empirical Asset Management
Massachusetts
$1.82M +$1.01M +1,927 +138%
ISB
1944
Iowa State Bank
Iowa
$1.82M
SCP
1945
Sandhill Capital Partners
New York
$1.82M +$321K +611 +23%
IA
1946
Inspire Advisors
Idaho
$1.82M -$259K -493 -13%
C1AG
1947
Client 1st Advisory Group
Florida
$1.81M +$20.5K +39 +1%
HWA
1948
HHM Wealth Advisors
Tennessee
$1.81M -$114K -217 -6%
FVCM
1949
F&V Capital Management
Florida
$1.81M +$513K +975 +42%
ZIG
1950
Zullo Investment Group
Pennsylvania
$1.81M -$9.46K -18 -0.5%

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.