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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
SIM
326
Strategic Investment Management
Virginia
$46.1M
MIS
327
Morningstar Investment Services
Illinois
$45.6M +$3M +7,173 +7%
WI
328
Wintrust Investments
Illinois
$45.4M -$5.26M -12,561 -11%
WS
329
Wela Strategies
Georgia
$45.2M -$818K -1,952 -2%
DP
330
Divergent Planning
Maryland
$45.1M +$1.31M +3,124 +3%
APA
331
American Portfolios Advisors
New York
$45M -$3.94M -9,409 -8%
SAS
332
Sanford Advisory Services
Michigan
$44.9M +$1.39M +3,311 +3%
BWM
333
BT Wealth Management
Georgia
$44.8M +$4.3M +10,253 +11%
MG
334
Mather Group
Illinois
$44.7M -$1.56M -3,720 -3%
SFS
335
Sowell Financial Services
Arkansas
$44.7M -$17.4M -41,557 -29%
TLFA
336
True Link Financial Advisors
California
$44.7M -$13.8M -32,947 -24%
HA
337
Harfst & Associates
Wyoming
$44.7M -$2.69M -6,430 -6%
TWA
338
TPB Wealth Advisors
Texas
$44.5M +$1.52M +3,617 +4%
KWMG
339
King Wealth Management Group
Florida
$44.2M +$4.37M +10,434 +11%
FNBOH
340
First National Bank of Hutchinson
Kansas
$44M -$1.11M -2,655 -3%
CCWA
341
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.8M +$2.05M +4,892 +5%
PSUF
342
People's United Financial
Connecticut
$43.6M -$1.37M -3,269 -3%
PA
343
Pinnacle Associates
New York
$43.5M +$411K +981 +1%
HWM
344
HighMark Wealth Management
Minnesota
$43.3M -$1.48M -3,539 -3%
SAM
345
Securian Asset Management
Minnesota
$43.2M
NCM
346
Narwhal Capital Management
Georgia
$43.2M -$6.37M -15,207 -13%
MWM
347
MBE Wealth Management
Wisconsin
$43.2M +$5.81M +13,875 +16%
KPWG
348
KFA Private Wealth Group
Virginia
$43.1M +$815K +1,945 +2%
CIBC World Market
349
CIBC World Market
Ontario, Canada
$42.8M -$3.35M -7,998 -7%
AIP
350
Ameritas Investment Partners
Nebraska
$42.5M +$1.55M +3,711 +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.