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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
C
2326
CEDRUS
Colorado
$869K -$50.5K -96 -6%
SP
2327
Sequent Planning
Nebraska
$868K +$8.94K +17 +1%
EW
2328
Evoke Wealth
California
$868K -$326M -619,681 -100%
DFA
2329
DHJJ Financial Advisors
Illinois
$867K +$701K +1,333 +529%
CANC
2330
Culbertson A N & Co
Virginia
$865K -$5.26K -10 -0.6%
CA
2331
Calton & Associates
Florida
$860K -$17.9K -34 -2%
DWA
2332
Delap Wealth Advisory
Oregon
$859K -$28.9K -55 -3%
TFA
2333
TPG Financial Advisors
Oregon
$858K +$825K +1,568 New
FRA
2334
Front Row Advisors
California
$856K +$7.36K +14 +0.9%
BEI
2335
Benjamin Edwards Inc
Missouri
$855K -$22.1K -42 -3%
TFA
2336
Teamwork Financial Advisors
Texas
$854K -$336K -639 -29%
RFWA
2337
RPg Family Wealth Advisory
Massachusetts
$852K -$206K -392 -20%
MWA
2338
MN Wealth Advisors
Kansas
$852K -$1.05K -2 -0.1%
CCG
2339
Ceeto Capital Group
Florida
$851K
RAM
2340
Ramirez Asset Management
New York
$851K
SRCM
2341
Signature Resources Capital Management
California
$843K -$296K -563 -27%
AGP
2342
Autumn Glory Partners
Texas
$843K +$810K +1,540 New
HCP
2343
Hexagon Capital Partners
Arkansas
$841K -$3.15K -6 -0.4%
GLR
2344
Great Lakes Retirement
Ohio
$841K -$456K -868 -36%
BWM
2345
BNC Wealth Management
Oregon
$840K +$51.5K +98 +7%
CF
2346
Convergence Financial
Missouri
$839K +$184K +349 +29%
AHIA
2347
Andrew Hill Investment Advisors
Florida
$835K -$14.7K -28 -2%
SWM
2348
Shakespeare Wealth Management
Wisconsin
$835K +$1.05K +2 +0.1%
LIG
2349
Lokken Investment Group
Delaware
$835K +$158K +301 +25%
WAM
2350
Worth Asset Management
Texas
$835K

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.