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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
BP
2151
BNP Paribas
France
$1.23M +$107K +204 +10%
W
2152
Wealthquest
Ohio
$1.23M -$47.3K -90 -4%
RP
2153
Reinhart Partners
Wisconsin
$1.23M
MCM
2154
Mendel Capital Management
Arkansas
$1.23M +$49.4K +94 +4%
LA
2155
LexAurum Advisors
Kansas
$1.23M +$67.3K +128 +6%
CWMGP
2156
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.22M +$1.05K +2 +0.1%
TW
2157
TrinityPoint Wealth
Connecticut
$1.22M +$219K +417 +23%
IPW
2158
Intergy Private Wealth
Colorado
$1.22M -$8.94K -17 -0.8%
OHIS
2159
Oak Harvest Investment Services
Texas
$1.22M -$134K -254 -10%
AMCA
2160
Arthur M. Cohen & Associates
Illinois
$1.21M +$2.63K +5 +0.2%
RWA
2161
Roberts Wealth Advisors
California
$1.21M -$2.63K -5 -0.2%
PWA
2162
Prairie Wealth Advisors
Nebraska
$1.21M -$2.28M -4,344 -66%
FL
2163
FreeGulliver LLC
Louisiana
$1.21M +$186K +353 +19%
WLIM
2164
White Lighthouse Investment Management
Massachusetts
$1.21M +$85.7K +163 +8%
FWM
2165
Focused Wealth Management
New York
$1.21M +$2.1K +4 +0.2%
BDFN
2166
Bond & Devick Financial Network
Minnesota
$1.19M +$5.78K +11 +0.5%
CWM
2167
CCG Wealth Management
California
$1.19M -$2.1K -4 -0.2%
RIM
2168
RW Investment Management
Idaho
$1.19M -$2.1K -4 -0.2%
LA
2169
Lifeworks Advisors
Michigan
$1.19M -$489K -929 -30%
MIC
2170
Means Investment Company
Maine
$1.18M -$2.63K -5 -0.2%
CFCI
2171
Comprehensive Financial Consultants Institutional
Indiana
$1.18M
WAS
2172
Wealth Advisory Solutions
Indiana
$1.18M +$4.21K +8 +0.4%
CKAIS
2173
Christensen King & Associates Investment Services
Washington
$1.17M +$2.1K +4 +0.2%
III
2174
Independent Investors Inc
New York
$1.17M -$13.1K -25 -1%
MAA
2175
Matrix Asset Advisors
New York
$1.16M +$8.94K +17 +0.8%

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.