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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
WFA
2376
Wade Financial Advisory
California
$789K
CMS
2377
Capital Market Strategies
Florida
$787K -$3.68K -7 -0.5%
SCA
2378
STALEY CAPITAL ADVISERS
Pennsylvania
$787K +$71K +135 +10%
AC
2379
Apella Capital
Connecticut
$786K +$52.1K +99 +8%
MWA
2380
Monograph Wealth Advisors
California
$786K
SWM
2381
Seaside Wealth Management
California
$786K -$5.26K -10 -0.7%
AWAG
2382
ARS Wealth Advisors Group
Florida
$785K -$3.15K -6 -0.4%
IFO
2383
Independent Family Office
New York
$785K
DI
2384
DDFG Inc
California
$782K +$1.05K +2 +0.1%
EB
2385
Emprise Bank
Kansas
$775K +$745K +1,417 New
CWM
2386
Chemistry Wealth Management
New York
$775K +$1.58K +3 +0.2%
CWA
2387
Clearview Wealth Advisors
Oregon
$774K -$2.63K -5 -0.4%
FMB
2388
Field & Main Bank
Kentucky
$771K +$741K +1,409 New
BSI
2389
Bennett Selby Investments
Maine
$771K
CISOA
2390
Capital Investment Services of America
Wisconsin
$770K -$55.7K -106 -7%
AWA
2391
Amplius Wealth Advisors
Pennsylvania
$768K +$738K +1,403 New
HCM
2392
Hudson Capital Management
New Jersey
$766K -$7.89K -15 -1%
IRAG
2393
Investment Research & Advisory Group
Georgia
$766K -$5.26K -10 -0.7%
RSA
2394
River Street Advisors
Illinois
$762K +$732K +1,392 New
GC
2395
Gibson Capital
Pennsylvania
$761K -$3.15K -6 -0.4%
RCM
2396
Regency Capital Management
Hawaii
$761K
FFG
2397
Frisch Financial Group
New York
$760K -$36.8K -70 -5%
KAH
2398
Kathryn A. Hall
$758K
BF
2399
Blankinship & Foster
California
$756K -$57.8K -110 -7%
TCM
2400
TruNorth Capital Management
Michigan
$755K +$68.4K +130 +10%

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.