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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
LAM
2051
Lakewood Asset Management
Illinois
$1.46M -$8.94K -17 -0.6%
SFB
2052
STAR Financial Bank
Indiana
$1.46M -$289K -550 -17%
CP
2053
Canopy Partners
Ohio
$1.46M -$187K -356 -12%
HA
2054
HFG Advisors
Ohio
$1.46M -$114K -217 -8%
AIA
2055
Arbor Investment Advisors
North Carolina
$1.46M
BWG
2056
Balanced Wealth Group
Ohio
$1.45M -$43.6K -83 -3%
RC
2057
Randolph Company
Ohio
$1.45M +$17.9K +34 +1%
HWP
2058
Hibernia Wealth Partners
Louisiana
$1.45M +$891K +1,694 +177%
FWP
2059
Family Wealth Partners
North Carolina
$1.45M +$36.3K +69 +3%
LFG
2060
Lockerman Financial Group
California
$1.45M +$815K +1,550 +141%
CS
2061
Capital Square
Tennessee
$1.45M -$52.6K -100 -4%
FA
2062
Financial Advisors
Massachusetts
$1.45M -$5.78K -11 -0.4%
EDRH
2063
Edmond de Rothschild Holding
Switzerland
$1.45M +$613K +1,166 +79%
FAG
2064
Fortitude Advisory Group
Washington
$1.44M -$864K -1,643 -38%
PIA
2065
Pinion Investment Advisors
Kansas
$1.44M +$325K +618 +31%
FDCP
2066
Foster Dykema Cabot & Partners
Massachusetts
$1.44M -$154K -293 -10%
MKW
2067
Mullaney, Keating & Wright
Connecticut
$1.44M +$1.38M +2,631 New
MMG
2068
Monetary Management Group
Missouri
$1.44M
TCBWMS
2069
Texas Capital Bank Wealth Management Services
Texas
$1.44M
TLA
2070
Tanglewood Legacy Advisors
Texas
$1.44M -$207K -393 -13%
APWA
2071
Atlas Private Wealth Advisors
New Jersey
$1.43M +$647K +1,230 +89%
MIG
2072
McGuire Investment Group
Rhode Island
$1.43M +$3.68K +7 +0.3%
TWM
2073
Tradition Wealth Management
Minnesota
$1.43M +$141K +269 +11%
BWM
2074
Birchcreek Wealth Management
Ohio
$1.43M
SBF
2075
Sara-Bay Financial
Florida
$1.43M +$428K +814 +45%

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.