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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
FA
301
Fiducient Advisors
Illinois
$50.1M -$1.55M -3,695 -3%
CB
302
Community Bank
New York
$49.9M +$40.2K +96 +0.1%
SCP
303
Syntal Capital Partners
Texas
$49.7M +$1.83M +4,377 +4%
MA
304
Mutual Advisors
Nebraska
$49.1M +$4.68M +11,176 +11%
VFIC
305
Valley Forge Investment Consultants
Pennsylvania
$49M +$10.9M +26,062 +30%
RCM
306
Requisite Capital Management
Texas
$48.5M -$15.6M -37,266 -25%
CT
307
Cambridge Trust
Massachusetts
$48.5M +$3.24M +7,734 +7%
A
308
AdvicePeriod
California
$48.3M +$91.3K +218 +0.2%
SW
309
SteelPeak Wealth
California
$48.2M +$3.87M +9,249 +9%
AL
310
Aspiriant LLC
California
$48.2M +$9.39M +22,407 +25%
HWA
311
Heritage Way Advisors
Illinois
$48.1M +$230K +550 +0.5%
PIM
312
Parker Investment Management
California
$48.1M -$275K -656 -0.6%
LF
313
Lee Financial
Texas
$47.9M +$1.09M +2,594 +2%
WFPG
314
Waller Financial Planning Group
Ohio
$47.7M +$635K +1,515 +1%
EIA
315
Eldridge Investment Advisors
New Hampshire
$47.6M +$460K +1,099 +1%
CWAF
316
Core Wealth Advisors (Florida)
Florida
$47.5M +$3.57M +8,517 +8%
BOCM
317
Bontempo Ohly Capital Management
Maryland
$47.4M -$163K -390 -0.4%
BG
318
Benedetti & Gucer
Georgia
$47.2M +$5.19M +12,398 +13%
Allianz Asset Management
319
Allianz Asset Management
Germany
$47.2M +$35.8M +85,564 +355%
OC
320
Oppenheimer & Co
New York
$47M -$994K -2,374 -2%
EHPM
321
Emery Howard Portfolio Management
California
$46.9M +$52.8K +126 +0.1%
RIA
322
Regal Investment Advisors
Michigan
$46.5M +$38.4M +91,703 +560%
CI
323
CX Institutional
Indiana
$46.3M -$418K -999 -0.9%
IWP
324
Icon Wealth Partners
Texas
$46.3M +$5.23M +12,490 +13%
BHWM
325
Bar Harbor Wealth Management
New Hampshire
$46.3M -$1.71M -4,080 -4%

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.