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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
PWP
2401
Principle Wealth Partners
Connecticut
$752K
SFS
2402
Stiles Financial Services
Minnesota
$751K +$722K +1,373 New
AGA
2403
Arkos Global Advisors
Texas
$751K +$5.26K +10 +0.7%
FF
2404
Financial Futures
New Jersey
$750K -$1.58K -3 -0.2%
MWM
2405
Marion Wealth Management
Pennsylvania
$750K -$270K -514 -27%
CCA
2406
Checchi Capital Advisers
California
$748K
IFS
2407
Ifrah Financial Services
Arkansas
$742K -$7.89K -15 -1%
BW
2408
Bison Wealth
Georgia
$742K
CPG
2409
Cornerstone Planning Group
New Jersey
$741K -$705K -1,341 -48%
AA
2410
Addison Advisors
Vermont
$740K -$350K -665 -33%
MI
2411
Motiv8 Investments
Florida
$740K +$296K +562 +71%
NDSI
2412
Newman Dignan & Sheerar Inc
Rhode Island
$738K
DCM
2413
Donaldson Capital Management
Indiana
$738K -$50K -95 -7%
JWS
2414
Juncture Wealth Strategies
Arizona
$738K +$2.63K +5 +0.4%
BFIM
2415
Beese Fulmer Investment Management
Ohio
$737K +$20K +38 +3%
TFGT
2416
TS Financial Group (TSFG)
Illinois
$735K +$128K +244 +22%
LFGO
2417
Legacy Financial Group (Oklahoma)
Oklahoma
$733K +$2.63K +5 +0.4%
ML
2418
Mayport LLC
Massachusetts
$731K
TAM
2419
Townsend Asset Management
North Carolina
$729K +$26.8K +51 +4%
GWWM
2420
Great Waters Wealth Management
Minnesota
$725K +$526 +1 +0.1%
RAM
2421
Redmond Asset Management
Virginia
$723K +$9.99K +19 +1%
MSR
2422
Main Street Research
Connecticut
$719K -$50K -95 -7%
PFA
2423
Pathway Financial Advisors
Vermont
$719K +$24.2K +46 +4%
CFA
2424
Capstone Financial Advisors
Illinois
$717K +$48.4K +92 +8%
DW30
2425
Drucker Wealth 3.0
New Jersey
$717K +$689K +1,311 New

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.