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iShares Core S&P 500 ETF

2,249 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 985 increasing their positions, 830 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 55

19% more repeat investments, than reductions

Existing positions increased: 985 | Existing positions reduced: 830

9% more capital invested

Capital invested by funds: $186B → $204B (+$17B)

2.33% more ownership

Funds ownership: 71.36%73.69% (+2.3%)

2% more funds holding

Funds holding: 2,2062,249 (+43)

2% more funds holding in top 10

Funds holding in top 10: 711722 (+11)

47% less call options, than puts

Call options by funds: $124M | Put options by funds: $232M

Holders
2,249
Holders Change
+43
Holders Change %
+1.95%
% of All Funds
39.14%
Holding in Top 10
722
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.55%
% of All Funds
12.57%
New
129
Increased
985
Reduced
830
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$72.6M +$5.71M +13,627 +9%
BWM
227
Baystate Wealth Management
Massachusetts
$72.1M -$10.1M -24,043 -13%
FMWA
228
Forvis Mazars Wealth Advisors
Missouri
$72M -$917K -2,189 -1%
Kayne Anderson Rudnick Investment Management
229
Kayne Anderson Rudnick Investment Management
California
$71.8M -$62K -148 -0.1%
BFPW
230
BOK Financial Private Wealth
Colorado
$71.4M -$1.9M -4,547 -3%
BS
231
Bessemer Securities
New York
$70.9M
CIM
232
CIM Investment Management
Pennsylvania
$70.7M -$12.3M -29,461 -15%
BWP
233
BSW Wealth Partners
Colorado
$70.1M -$10M -23,930 -13%
TIM
234
Tortoise Investment Management
New York
$70.1M -$445K -1,062 -0.6%
IWC
235
Integrated Wealth Concepts
Massachusetts
$70M +$2.73M +6,525 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
236
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$69.7M -$41.1M -98,100 -38%
AA
237
ALPS Advisors
Colorado
$68.8M -$1.41M -3,370 -2%
SCA
238
St. Clair Advisors
Ohio
$67.5M +$1.55M +3,708 +2%
DWM
239
Destination Wealth Management
California
$67.4M -$1.15M -2,741 -2%
WCF
240
West Coast Financial
California
$67.2M +$3.69M +8,804 +6%
APCM
241
Alaska Permanent Capital Management
Alaska
$67.2M -$1.14M -2,723 -2%
BMCM
242
Bryn Mawr Capital Management
Pennsylvania
$66.9M -$515K -1,230 -0.8%
SWP
243
Stratos Wealth Partners
Ohio
$66.6M +$5.13M +12,237 +9%
MHS
244
M Holdings Securities
Oregon
$66.6M +$2.62M +6,261 +4%
SFS
245
Summit Financial Strategies
Ohio
$66.5M +$13.2M +31,430 +25%
CAM
246
Chandler Asset Management
California
$66.3M -$436K -1,040 -0.7%
HS
247
Horan Securities
United States
$66.1M +$3.59M +8,573 +6%
MLIC
248
Mandatum Life Insurance Company
Finland
$66M +$1.18M +2,823 +2%
MW
249
Marcum Wealth
Ohio
$65.7M -$460K -1,098 -0.7%
LNC
250
Lincoln National Corp
Pennsylvania
$65.5M +$872K +2,082 +1%

IVV Hedge Fund Activity: Q2 2021 in Review

2,249 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2021, worth a combined $204B — up 9.1% from $186B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new IVV positions and 55 closed out — a net gain of 74 holders — while 985 added to existing stakes and 830 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $7.07B. The largest seller was Investment Management Corp of Ontario (IMCO), cutting an estimated $2.96B.

  • 2,249 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2021, up from 2,206 in Q1 2021.
  • Funds reported $204B of iShares Core S&P 500 ETF stock for Q2 2021, up 9.1% quarter-over-quarter.
  • 129 funds opened new iShares Core S&P 500 ETF positions in Q2 2021 and 55 closed out, a net change of +74 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $7.07B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2021 was Investment Management Corp of Ontario (IMCO), an estimated $2.96B sold.

Based on aggregated 13F filings for Q2 2021.