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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
RRA
2026
Round Rock Advisors
Connecticut
$1.55M -$189K -359 -11%
MHIC
2027
Marble Harbor Investment Counsel
Massachusetts
$1.55M -$26.3K -50 -2%
KLI
2028
Kelman-Lazarov Inc
Tennessee
$1.55M -$151K -288 -9%
AIC
2029
Archer Investment Corporation
Indiana
$1.55M +$3.68K +7 +0.2%
SWMP
2030
Signature Wealth Management Partners
New Jersey
$1.55M +$44.7K +85 +3%
COI
2031
Connable Office Inc
Michigan
$1.54M -$264K -503 -15%
CCM
2032
Crew Capital Management
Ohio
$1.54M -$9.99K -19 -0.7%
VF
2033
Vista Finance
Missouri
$1.54M +$30K +57 +2%
FWM
2034
Fonville Wealth Management
Virginia
$1.54M +$99.9K +190 +7%
PA
2035
Parkside Advisors
California
$1.53M
FCT
2036
First Community Trust
Iowa
$1.52M +$902K +1,715 +160%
EIM
2037
Ervin Investment Management
Washington
$1.52M -$65.7K -125 -4%
RBC
2038
Roble Belko & Company
Pennsylvania
$1.52M -$171K -326 -10%
NWM
2039
Northwest Wealth Management
Iowa
$1.51M -$87.3K -166 -6%
PP
2040
Patron Partners
Texas
$1.51M -$6.31K -12 -0.4%
Toronto Dominion Bank
2041
Toronto Dominion Bank
Ontario, Canada
$1.5M -$124M -236,200 -99%
AT
2042
American Trust
Kentucky
$1.5M -$4.68M -8,891 -76%
BCM
2043
Brookmont Capital Management
Texas
$1.5M -$262K -499 -15%
CWA
2044
Clarity Wealth Advisors
California
$1.49M -$1.58K -3 -0.1%
LC
2045
LCNB Corp
Ohio
$1.48M -$5.26K -10 -0.4%
CAM
2046
Clark Asset Management
New Hampshire
$1.48M +$16.8K +32 +1%
EHC
2047
Everett Harris & Co
California
$1.48M -$47.3K -90 -3%
AWM
2048
Accel Wealth Management
Iowa
$1.47M +$3.68K +7 +0.3%
RA
2049
Rodgers & Associates
Pennsylvania
$1.46M -$2.1K -4 -0.1%
GD
2050
Grandfield & Dodd
New York
$1.46M

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.