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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
CWM
2201
Cabot Wealth Management
Massachusetts
$1.1M +$88.9K +169 +9%
CAM
2202
Cozad Asset Management
Illinois
$1.1M +$7.89K +15 +0.8%
TCM
2203
Towneley Capital Management
California
$1.1M -$272K -517 -20%
RK
2204
Rather & Kittrell
Tennessee
$1.1M -$3.68K -7 -0.3%
SC
2205
Stephens Consulting
Michigan
$1.09M -$63.6K -121 -6%
EBSAM
2206
Eubel Brady & Suttman Asset Management
Ohio
$1.09M -$103K -196 -9%
AA
2207
Advisory Alpha
Michigan
$1.09M +$65.7K +125 +7%
GI
2208
GLOBALT Investments
Georgia
$1.09M -$26.3K -50 -2%
NCM
2209
NCM Capital Management
New Jersey
$1.08M +$1.04M +1,977 New
O3W
2210
Omni 360 Wealth
New Jersey
$1.08M +$13.7K +26 +1%
HIS
2211
Harvest Investment Services
Illinois
$1.08M -$15.2K -29 -1%
BWM
2212
Bulltick Wealth Management
Florida
$1.08M +$1.04M +1,973 New
BFA
2213
Bragg Financial Advisors
North Carolina
$1.08M +$78.9K +150 +8%
SM
2214
Sensible Money
Arizona
$1.08M +$1.58K +3 +0.2%
HC
2215
Hamilton Capital
Ohio
$1.08M -$2.63K -5 -0.3%
ACM
2216
Ardent Capital Management
Ohio
$1.08M
LWM
2217
LJI Wealth Management
Indiana
$1.07M +$1.05K +2 +0.1%
AWM
2218
Affinity Wealth Management
Delaware
$1.07M
PWA
2219
Provenance Wealth Advisors
Florida
$1.07M +$451K +857 +78%
CA
2220
Cortland Associates
Missouri
$1.07M
FSA
2221
Fort Sheridan Advisors
Illinois
$1.07M +$14.2K +27 +1%
BGA
2222
Battery Global Advisors
Massachusetts
$1.07M +$3.9M +7,421 +2,170%
Members Trust
2223
Members Trust
Florida
$1.06M
HCA
2224
Harbor Capital Advisors
Illinois
$1.06M -$46.3K -88 -4%
SWA
2225
Sightline Wealth Advisors
Connecticut
$1.06M +$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.