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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
WA1
2451
Wimmer Associates 1
California
$684K
LWM
2452
LongView Wealth Management
Georgia
$684K +$97.8K +186 +17%
TF
2453
Tenon Financial
New Jersey
$677K +$526 +1 +0.1%
MWM
2454
Mittelman Wealth Management
Massachusetts
$676K -$41.5K -79 -6%
KPP
2455
Kings Path Partners
Texas
$676K +$650K +1,236 New
BEW
2456
Burton Enright Welch
California
$676K -$526 -1 -0.1%
VWM
2457
VCI Wealth Management
Missouri
$670K +$114K +216 +21%
RFA
2458
Register Financial Advisors
Georgia
$670K -$2.1K -4 -0.3%
GF
2459
GGM Financials
Ohio
$670K +$644K +1,224 New
SDWIA
2460
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$668K +$93.6K +178 +17%
OBWP
2461
O'Brien Wealth Partners
Massachusetts
$668K -$6.84K -13 -1%
DLCIG
2462
D.L. Carlson Investment Group
New Hampshire
$667K
FFG
2463
Fiduciary Financial Group
California
$667K +$617K +1,174 New
MC
2464
Martin & Co
Tennessee
$666K
PIFP
2465
Partners in Financial Planning
Virginia
$664K
SHWM
2466
Smith & Howard Wealth Management
Georgia
$662K -$2.1K -4 -0.3%
DBIA
2467
Dumont & Blake Investment Advisors
New Jersey
$662K +$343K +652 +117%
TWP
2468
Total Wealth Planning
Ohio
$661K -$432K -822 -41%
ST
2469
Sabal Trust
Florida
$659K -$39.4K -75 -6%
FFP
2470
FourThought Financial Partners
Florida
$659K +$12.1K +23 +2%
TCM
2471
Tandem Capital Management
New Jersey
$659K
CWP
2472
Concord Wealth Partners
Virginia
$658K -$83.1K -158 -12%
FAM
2473
Fenimore Asset Management
New York
$657K
RIP
2474
RAM Investment Partners
Washington
$652K +$38.4K +73 +7%
GCP
2475
Gill Capital Partners
Colorado
$652K

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.