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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
AP
2176
Atwood & Palmer
Missouri
$1.16M
TSMHT
2177
Thurston Springer Miller Herd & Titak
Indiana
$1.16M +$1.11M +2,119 New
SIA
2178
Strategic Investment Advisors
Michigan
$1.16M -$429K -816 -28%
CS
2179
Cannell & Spears
New York
$1.16M +$139K +264 +14%
STB
2180
S&T Bank
Pennsylvania
$1.15M -$161K -306 -13%
BRA
2181
Biechele Royce Advisors
Indiana
$1.15M +$12.1K +23 +1%
LRIA
2182
Leonard Rickey Investment Advisors
Washington
$1.15M +$15.8K +30 +1%
FWM
2183
FMB Wealth Management
California
$1.15M
YC
2184
Yarbrough Capital
Tennessee
$1.15M
BFA
2185
Bill Few Associates
Pennsylvania
$1.14M +$87.8K +167 +9%
HCP
2186
Hardin Capital Partners
South Carolina
$1.14M +$1.09M +2,077 New
DW
2187
Dodds Wealth
Colorado
$1.14M -$2.1K -4 -0.2%
PGWM
2188
Pitti Group Wealth Management
New York
$1.13M +$24.7K +47 +2%
LRWA
2189
Long Run Wealth Advisors
New York
$1.13M +$384K +731 +55%
FWA
2190
FSC Wealth Advisors
New York
$1.13M +$103K +195 +10%
TYCC
2191
Texas Yale Capital Corp
Florida
$1.13M
VIM
2192
Vista Investment Management
Pennsylvania
$1.13M +$26.3K +50 +2%
PCM
2193
Prelude Capital Management
New York
$1.13M +$1.08M +2,060 New
SAA
2194
Southeast Asset Advisors
Georgia
$1.13M
CHP
2195
Cable Hill Partners
Oregon
$1.12M +$1.08M +2,046 New
FBT
2196
First Bank & Trust
South Dakota
$1.12M +$258K +490 +32%
NG
2197
Norden Group
Utah
$1.12M +$60.5K +115 +6%
PCI
2198
Planning Center Inc
Illinois
$1.12M -$64.2K -122 -6%
GWM
2199
Gibbs Wealth Management
Georgia
$1.12M +$578K +1,099 +117%
EP
2200
EPIQ Partners
Minnesota
$1.11M +$1.05K +2 +0.1%

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.