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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
MWA
176
Midland Wealth Advisors
Illinois
$209M -$2.42M -4,600 -1%
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$209M +$3.35M +6,376 +2%
NRI
178
NFP Retirement Inc
California
$209M -$1.3M -2,478 -0.6%
EIG
179
Ellenbecker Investment Group
Wisconsin
$209M +$346K +658 +0.2%
William Blair & Company
180
William Blair & Company
Illinois
$208M +$7.2M +13,701 +4%
TFO
181
Tarbox Family Office
California
$208M -$3.48M -6,625 -2%
WFA
182
Wellspring Financial Advisors
Ohio
$206M +$44.6M +84,807 +29%
DWA
183
Divergent Wealth Advisors
Utah
$205M -$1.89M -3,589 -1%
IWC
184
Integrated Wealth Concepts
Massachusetts
$204M +$3.8M +7,223 +2%
Wellington Management Group
185
Wellington Management Group
Massachusetts
$204M +$635K +1,207 +0.3%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$202M +$93.4M +177,587 +93%
RWM
187
RKL Wealth Management
Pennsylvania
$201M +$6.82M +12,972 +4%
DLIC
188
Daido Life Insurance Company
Japan
$193M
Wolverine Trading
189
Wolverine Trading
Illinois
$189M -$1.32B -2,508,251 -88%
SPIA
190
Steward Partners Investment Advisory
New York
$188M +$4.8M +9,121 +3%
RWM
191
Ritholtz Wealth Management
New York
$187M +$1.41M +2,689 +0.8%
HTC
192
Haverford Trust Company
Pennsylvania
$186M +$6.2M +11,793 +4%
LW
193
Linscomb Wealth
Texas
$184M -$3.5M -6,665 -2%
CM
194
Crestline Management
Texas
$183M +$176M +335,000 New
FIB
195
First Interstate Bank
Montana
$183M -$5.01M -9,536 -3%
SCM
196
Steele Capital Management
Iowa
$182M +$2.98M +5,660 +2%
SPC
197
Sigma Planning Corp
Michigan
$181M -$4.26M -8,105 -2%
PAG
198
Private Advisor Group
New Jersey
$180M +$10.3M +19,675 +6%
VC
199
Vicus Capital
Pennsylvania
$179M -$1.49M -2,825 -0.9%
Lazard Asset Management
200
Lazard Asset Management
New York
$179M -$5.15M -9,785 -3%

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.