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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
CWAG
2251
Compton Wealth Advisory Group
Virginia
$1.02M
RFA
2252
Rollins Financial Advisors
New York
$1.01M +$14.2K +27 +1%
BMD
2253
Better Money Decisions
New Mexico
$1.01M +$11.6K +22 +1%
PF
2254
Penney Financial
Texas
$1.01M +$134K +255 +16%
PIP
2255
Peachtree Investment Partners
Florida
$1.01M +$372K +708 +63%
SVCP
2256
Silicon Valley Capital Partners
California
$1M +$2.63K +5 +0.3%
WW
2257
Waterfront Wealth
Kansas
$1M +$336K +639 +54%
IPW
2258
IronBridge Private Wealth
Texas
$1M
TIA
2259
Tiemann Investment Advisors
California
$999K -$20K -38 -2%
AFG
2260
Altiora Financial Group
Ohio
$995K +$121K +230 +14%
NC
2261
NewSquare Capital
Pennsylvania
$995K +$57.8K +110 +6%
PWM
2262
Prosperity Wealth Management
California
$993K +$8.94K +17 +0.9%
MWA
2263
Muirfield Wealth Advisors
North Carolina
$992K +$24.2K +46 +3%
NFA
2264
Northwest Financial Advisors
Virginia
$989K -$10.5K -20 -1%
HIP
2265
Harrell Investment Partners
Texas
$986K -$189K -360 -17%
GBWM
2266
Granite Bay Wealth Management
New Hampshire
$983K +$944K +1,796 New
FCA
2267
Fortis Capital Advisors
Kansas
$976K +$50.5K +96 +6%
MMPW
2268
Mitchell McLeod Pugh & Williams
Alabama
$969K +$56.3K +107 +6%
JF
2269
Joule Financial
Kentucky
$967K
BFG
2270
Bouchey Financial Group
New York
$967K +$15.2K +29 +2%
SCM
2271
Sage Capital Management
New Jersey
$966K +$1.05K +2 +0.1%
AFO
2272
Arrowroot Family Office
California
$963K -$179K -341 -16%
APIM
2273
Agate Pass Investment Management
Washington
$961K +$38.9K +74 +4%
JE
2274
JMAC Enterprises
Pennsylvania
$961K -$1.05K -2 -0.1%
OWA
2275
Opal Wealth Advisors
New York
$959K -$253K -481 -22%

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.