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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
CCA
2426
Conservest Capital Advisors
Pennsylvania
$717K
CCG
2427
Chatham Capital Group
Georgia
$716K
TC
2428
Tenret Company
Florida
$715K
LC
2429
Lavaca Capital
Texas
$712K +$684K +1,301 New
MSG
2430
Main Street Group
Virginia
$711K -$25.2K -48 -4%
HWM
2431
Horizons Wealth Management
North Carolina
$710K -$129K -245 -16%
HTHT
2432
Hemenway Trust Hemenway Trust
New Hampshire
$710K -$41.5K -79 -6%
ZIG
2433
Zuckerman Investment Group
Illinois
$710K +$93.6K +178 +16%
CA
2434
Carson Advisory
Georgia
$707K -$64.7K -123 -9%
FI
2435
Financial Insights
Washington
$707K
SF
2436
Slagle Financial
Illinois
$706K -$46.8K -89 -6%
IP
2437
Ignite Planners
California
$705K +$216K +410 +48%
LJHT
2438
Laurie J. Hall Trustee
$705K
CIP
2439
Chartwell Investment Partners
Pennsylvania
$704K
BWP
2440
Balboa Wealth Partners
Arizona
$698K +$78.9K +150 +13%
AP
2441
Americana Partners
Texas
$697K +$65.7K +125 +11%
MAS
2442
Madden Advisory Services
Florida
$696K +$5.78K +11 +0.9%
AW
2443
Avion Wealth
Texas
$695K +$15.8K +30 +2%
FNBOMD
2444
First National Bank of Mount Dora
Florida
$694K +$101K +193 +18%
ERIM
2445
Eagle Ridge Investment Management
Connecticut
$694K -$1.05K -2 -0.2%
AWM
2446
Accurate Wealth Management
Florida
$694K +$42.1K +80 +7%
SWIG
2447
Strategic Wealth Investment Group
Kentucky
$691K +$662K +1,259 New
CB
2448
Chris Bulman
California
$691K +$664K +1,262 New
ACA
2449
Anchor Capital Advisors
Massachusetts
$688K +$26.8K +51 +4%
BST
2450
Bath Savings Trust
Maine
$685K +$85.7K +163 +15%

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.