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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
KFS
376
Kelly Financial Services
Massachusetts
$39.3M +$7.07B +16,877,131 +42,790%
Fidelity International
377
Fidelity International
Bermuda
$39M +$10.9M +26,046 +40%
CPO
378
Cerity Partners OCIO
New York
$38.7M +$971K +2,319 +3%
CFC
379
Coyle Financial Counsel
Illinois
$38.3M +$1.85M +4,427 +5%
LWA
380
Lineweaver Wealth Advisors
Ohio
$38.3M +$1.73M +4,120 +5%
WWM
381
Wiser Wealth Management
Georgia
$38.2M +$2.36M +5,637 +7%
CSWG
382
Cardinal Strategic Wealth Guidance
Kentucky
$38.2M +$2.06M +4,929 +6%
MWC
383
MKD Wealth Coaches
Michigan
$38.1M +$10.1K +24 +0%
HNB
384
Huntington National Bank
Ohio
$37.9M +$3.44M +8,204 New
FIG
385
Freed Investment Group
Massachusetts
$37.8M -$95.1K -227 -0.3%
TCM
386
TD Capital Management
Tennessee
$37.8M +$250K +597 +0.7%
I
387
INVST
Indiana
$37.7M +$23.7M +56,498 +185%
UOMF
388
University of Massachusetts Foundation
Massachusetts
$37.6M +$36.7M +87,539 New
JWCA
389
J.W. Cole Advisors
Florida
$37.5M +$2.37M +5,666 +7%
BA
390
Bellwether Advisors
Nebraska
$37.4M +$2.1K +5 +0%
SCA
391
Stonebridge Capital Advisors
Minnesota
$37M +$19.1M +45,516 +104%
SHGA
392
Sand Hill Global Advisors
California
$37M +$1.26M +2,996 +4%
CWM
393
Cranbrook Wealth Management
Michigan
$36.7M +$1.02M +2,426 +3%
SHJ
394
Sharkey, Howes & Javer
Colorado
$36.5M +$4.53M +10,802 +15%
PI
395
Pachira Investments
California
$36.2M -$1.02M -2,444 -3%
FPGK
396
Financial Partners Group (Kansas)
Kansas
$36.2M +$2.16M +5,164 +7%
CA
397
Cornerstone Advisory
Maryland
$36.1M +$1.22M +2,910 +4%
MA
398
MCF Advisors
Kentucky
$35.9M +$7.41M +17,696 +27%
FM
399
Freemont Management
Switzerland
$35.7M +$34.8M +83,130 New
MCM
400
MV Capital Management
Maryland
$35.7M +$7.02M +16,757 +25%

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.