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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
FNWA
1976
Financial Network Wealth Advisors
Utah
$1.72M -$14.2K -27 -0.8%
UL
1977
Unionview LLC
Washington
$1.72M -$77.3K -147 -4%
APW
1978
Atlantic Private Wealth
North Carolina
$1.71M
SWM
1979
Sugarloaf Wealth Management
Georgia
$1.71M +$41K +78 +3%
MA
1980
MKT Advisors
California
$1.71M -$3.68K -7 -0.2%
MAWA
1981
Moss Adams Wealth Advisors
Washington
$1.71M +$1.21M +2,300 +282%
CDH
1982
Charles D. Hyman
$1.7M
SCA
1983
Scott Capital Advisors
Oregon
$1.7M +$4.21K +8 +0.3%
NSAM
1984
North Star Asset Management
Wisconsin
$1.69M +$155K +295 +11%
MCM
1985
McRae Capital Management
New Jersey
$1.69M +$5.26K +10 +0.3%
GKIM
1986
GW&K Investment Management
Massachusetts
$1.68M +$290K +551 +22%
BFC
1987
Blue Fin Capital
Rhode Island
$1.68M -$7.89K -15 -0.5%
GJIA
1988
Glass Jacobson Investment Advisors
Maryland
$1.68M -$783K -1,490 -33%
KAM
1989
KEB Asset Management
Illinois
$1.68M
SFP
1990
Sweet Financial Partners
Minnesota
$1.67M +$4.21K +8 +0.3%
TF
1991
Theory Financial
Colorado
$1.67M +$670K +1,274 +72%
TWP
1992
Triad Wealth Partners
Kansas
$1.66M +$1.6M +3,041 New
JMFC
1993
J.M. Forbes & Co
Massachusetts
$1.65M
WCAMG
1994
Woodard & Company Asset Management Group
North Carolina
$1.65M -$48.4K -92 -3%
AO
1995
Advisor OS
Illinois
$1.65M +$37.9K +72 +2%
AWA
1996
Arbor Wealth Advisors
Michigan
$1.65M +$4.73K +9 +0.3%
SCM
1997
Sebold Capital Management
Illinois
$1.65M -$1.05K -2 -0.1%
FWM
1998
Forza Wealth Management
Florida
$1.64M
PWA
1999
PCG Wealth Advisors
Kansas
$1.64M -$136K -259 -8%
FMC
2000
First Merchants Corp
Indiana
$1.63M -$130K -247 -8%

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.