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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
KAS
2076
KPP Advisory Services
Kentucky
$1.43M +$248K +471 +22%
GAM
2077
Griffin Asset Management
New York
$1.43M -$189K -360 -12%
FPCG
2078
Fort Pitt Capital Group
Pennsylvania
$1.43M -$22.1K -42 -2%
DWM
2079
Diversify Wealth Management
Utah
$1.42M +$1.44M +2,730 New
ODG
2080
O'Dell Group
Ohio
$1.42M
MA
2081
MJP Associates
Connecticut
$1.42M +$27.9K +53 +2%
IBOK
2082
Independence Bank of Kentucky
Kentucky
$1.41M +$237K +451 +21%
CPSC
2083
Carl P. Sherr & Co
Massachusetts
$1.41M -$11K -21 -0.8%
CNB
2084
Camden National Bank
Maine
$1.41M -$6.31K -12 -0.5%
BFG
2085
Berger Financial Group
Minnesota
$1.41M +$46.3K +88 +4%
BTW
2086
Boston Trust Walden
Massachusetts
$1.41M -$28.9K -55 -2%
AAP
2087
Arax Advisory Partners
Colorado
$1.41M -$19.5K -37 -1%
PSC
2088
Prentiss Smith & Co
Vermont
$1.4M
DP
2089
DDD Partners
Washington
$1.4M
BA
2090
Ballast Advisors
Minnesota
$1.4M -$60.5K -115 -4%
BFA
2091
Brown Financial Advisory
Alabama
$1.4M -$4.21K -8 -0.3%
ACS
2092
Archford Capital Strategies
Illinois
$1.39M -$14.7K -28 -1%
KFS
2093
Kurt F. Somerville
$1.39M -$210K -400 -14%
BMC
2094
Benin Management Corp
Connecticut
$1.39M +$43.1K +82 +3%
SPL
2095
Smart Portfolios LLC
Washington
$1.39M -$107K -203 -7%
PCM
2096
Princeton Capital Management
New Jersey
$1.39M
E
2097
ETFidea
New York
$1.39M +$87.3K +166 +7%
MCM
2098
Morton Capital Management
California
$1.38M +$279K +530 +27%
EM
2099
Excalibur Management
Massachusetts
$1.38M
PA
2100
Prossimo Advisors
California
$1.38M +$1.33M +2,520 New

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.