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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
GT
251
Glenmede Trust
Pennsylvania
$65M +$3.15M +7,516 +5%
EPA
252
Element Pointe Advisors
Florida
$65M +$4.45M +10,623 +8%
ANTB
253
AMG National Trust Bank
Colorado
$64.9M -$3.51M -8,375 -5%
FCFC
254
First Commonwealth Financial Corp
Pennsylvania
$63.2M +$4.9M +11,705 +9%
OPS
255
Orion Portfolio Solutions
Nebraska
$61.9M -$1.47M -3,517 -2%
HF
256
HRT Financial
New York
$61.5M +$39.1M +93,359 +187%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$61.5M -$896K -2,139 -1%
Deutsche Bank
258
Deutsche Bank
Germany
$61.3M +$4.29M +10,247 +8%
TCM
259
Twele Capital Management
Minnesota
$61.2M -$1.93M -4,615 -3%
Chevy Chase Trust
260
Chevy Chase Trust
Maryland
$61M -$14.3M -34,156 -19%
VFA
261
Voya Financial Advisors
Connecticut
$60.1M +$6.65M +15,868 +13%
Treasurer of the State of North Carolina
262
Treasurer of the State of North Carolina
North Carolina
$59.7M +$48.3M +115,339 +491%
CC
263
Courier Capital
New York
$59.3M -$93.8K -224 -0.2%
KFP
264
KMG Fiduciary Partners
Ohio
$59M +$226K +539 +0.4%
Two Sigma Investments
265
Two Sigma Investments
New York
$58.9M -$75M -179,114 -57%
DCM
266
DeGreen Capital Management
Arizona
$58.7M +$7.53M +17,975 +15%
WA
267
WestEnd Advisors
North Carolina
$58M -$51.9K -124 Closed
BPA
268
Beacon Pointe Advisors
California
$58M +$1.24M +2,968 +2%
BRWA
269
B. Riley Wealth Advisors
Florida
$57.7M +$2.51M +5,983 +5%
FWCM
270
Ferguson Wellman Capital Management
Oregon
$57.6M +$452K +1,080 +0.8%
MFA
271
Mayflower Financial Advisors
Massachusetts
$57.5M +$640K +1,528 +1%
WA
272
Wealth Architects
California
$57.5M +$543K +1,296 +1%
PWA
273
Physician Wealth Advisors
Utah
$57.4M +$448K +1,070 +0.8%
ONB
274
Old National Bancorp
Indiana
$57.2M -$423K -1,010 -0.8%
RTS
275
Round Table Services
New Jersey
$55.9M +$920K +2,196 +2%

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.