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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
VCM
351
Vision Capital Management
Oregon
$42.5M +$659K +1,573 +2%
RCA
352
Resonant Capital Advisors
Wisconsin
$42.4M +$2.82M +6,726 +7%
MIAN
353
Mariner Independent Advisor Network
Kansas
$41.9M +$8.17M +19,504 +25%
Bank Julius Baer & Co
354
Bank Julius Baer & Co
Switzerland
$41.9M -$1.55M -3,708 -4%
PFG
355
PAX Financial Group
Texas
$41.8M +$913K +2,179 +2%
P3I
356
Progeny 3 Inc
Washington
$41.7M +$245K +584 +0.6%
CWM
357
Cornerstone Wealth Management
Missouri
$41.6M -$1.33M -3,180 -3%
TC
358
Telemus Capital
Michigan
$41.5M +$4.81M +11,481 +13%
GW
359
GW & Wade
Massachusetts
$41.2M -$503K -1,201 -1%
WDL
360
Well Done LLC
Michigan
$41.1M -$1.25M -2,987 -3%
SYBT
361
Stock Yards Bank & Trust
Kentucky
$41.1M +$1.33M +3,165 +3%
CG
362
Colony Group
Massachusetts
$41.1M +$690K +1,646 +2%
GIM
363
Goelzer Investment Management
Indiana
$41.1M +$469K +1,119 +1%
JF
364
JSF Financial
California
$40.9M +$503K +1,201 +1%
WTC
365
WhitTier Trust Company
Nevada
$40.8M +$4.25M +10,153 +12%
IAN
366
Integrated Advisors Network
Texas
$40.7M +$10.1M +24,112 +34%
CPSAC
367
Chas P. Smith & Associates (CPS)
Florida
$40.5M +$453K +1,081 +1%
FHA
368
First Horizon Advisors
Tennessee
$40.5M +$1.69M +4,026 +4%
CFGS
369
Concourse Financial Group Securities
Alabama
$40.2M +$3.16M +7,535 +9%
Korea Investment Corp
370
Korea Investment Corp
South Korea
$40.2M
CA
371
Crewe Advisors
Utah
$40M +$5.18M +12,354 +15%
HFA
372
High Falls Advisors
New York
$39.8M +$9.01M +21,516 +30%
BSW
373
Buckingham Strategic Wealth
Missouri
$39.6M -$129K -309 -0.3%
HCMT
374
Highland Capital Management (Tennessee)
Tennessee
$39.5M -$1.1M -2,625 -3%
FWA
375
FOCUS Wealth Advisors
Texas
$39.4M +$604K +1,443 +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.