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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
CCT
2351
Capital City Trust
Florida
$834K -$10.5K -20 -1%
SC
2352
Slow Capital
California
$831K -$103K -196 -11%
WIM
2353
WealthPlan Investment Management
Nebraska
$831K +$2.1K +4 +0.3%
UID
2354
Union Investments & Development
Israel
$830K
RC
2355
Reik & Co
New York
$830K
AC
2356
Annandale Capital
Texas
$829K +$360K +685 +83%
IPW
2357
Impact Partnership Wealth
Georgia
$829K +$179K +340 +29%
CCWM
2358
Correct Capital Wealth Management
Missouri
$828K -$13.7K -26 -2%
RCS
2359
Retirement Capital Strategies
California
$828K +$362K +688 +83%
SKK
2360
Shepherd Kaplan Krochuk
Massachusetts
$826K +$207K +394 +35%
AMBIA
2361
Allen Mooney & Barnes Investment Advisors
Georgia
$822K +$127K +242 +19%
FM
2362
Foster & Motley
Ohio
$821K +$6.84K +13 +0.9%
AAM
2363
American Asset Management
Florida
$821K
PS
2364
Planned Solutions
California
$814K +$526 +1 +0.1%
WWM
2365
WT Wealth Management
Arizona
$814K -$11K -21 -1%
MAM
2366
McLean Asset Management
Virginia
$813K
FNBTCON
2367
First National Bank & Trust Co of Newtown
Pennsylvania
$812K +$381K +725 +96%
WIA
2368
Westbourne Investment Advisors
Maryland
$812K +$1.05K +2 +0.1%
NA
2369
Navellier & Associates
Nevada
$810K
SL
2370
Summitry LLC
California
$810K +$526 +1 +0.1%
PPWM
2371
Paragon Private Wealth Management
Kentucky
$808K +$573K +1,090 +282%
MIAS
2372
Mason Investment Advisory Services
Virginia
$801K -$63.1K -120 -8%
WWP
2373
Walden Wealth Partners
Ohio
$796K +$68.4K +130 +10%
CIA
2374
Cape Investment Advisory
Georgia
$792K -$18.9K -36 -2%
SC
2375
Shearwater Capital
Colorado
$789K

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.