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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
BlackRock
1
BlackRock
New York
$36.3B +$1.45B +2,759,366 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.7B +$3.32B +6,319,531 +21%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$15.5B -$2.07B -3,943,193 -12%
Marshall Wace
4
Marshall Wace
United Kingdom
$12.3B +$3.04B +5,774,400 +34%
Morgan Stanley
5
Morgan Stanley
New York
$11.9B +$1.36B +2,591,317 +13%
Creative Planning
6
Creative Planning
Kansas
$11.6B +$268M +509,048 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$10.3B -$749M -1,424,235 -7%
Bank of America
8
Bank of America
North Carolina
$8.7B -$4.01B -7,621,510 -32%
Wells Fargo
9
Wells Fargo
California
$8.66B +$13.2M +25,073 +0.2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$8.11B -$21.7M -41,260 -0.3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.49B +$124M +235,385 +2%
Goldman Sachs
12
Goldman Sachs
New York
$7.2B -$3.52B -6,685,337 -34%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.13B +$2.33B +4,426,347 +51%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$6.02B +$3.99B +7,597,246 +223%
LPL Financial
15
LPL Financial
California
$4.91B -$53.8M -102,281 -1%
FCAS
16
First Command Advisory Services
Texas
$4.82B -$46.6M -88,687 -1%
CM
17
Capula Management
Cayman Islands
$4.8B +$4.62B +8,779,044 New
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$4.53B
Ameriprise
19
Ameriprise
Minnesota
$3.84B +$28.8M +54,693 +0.8%
Truist Financial
20
Truist Financial
North Carolina
$3.76B +$28M +53,200 +0.8%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$3.67B -$1.46B -2,769,865 -29%
US Bancorp
22
US Bancorp
Minnesota
$3.55B +$20.3M +38,642 +0.6%
Millennium Management
23
Millennium Management
New York
$3.29B +$1.12B +2,129,220 +55%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.18B +$177M +336,658 +6%
Northern Trust
25
Northern Trust
Illinois
$3.04B +$328M +624,169 +13%

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.