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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
SAS
401
Sage Advisory Services
Texas
$35.6M -$8.83M -21,084 -20%
FWM
402
FFT Wealth Management
Pennsylvania
$35.5M -$967K -2,308 -3%
BSSFA
403
Baron Silver Stevens Financial Advisors
Florida
$35.3M +$523K +1,248 +2%
OFG
404
Oxford Financial Group
Indiana
$35.1M +$182K +434 +0.5%
MCWS
405
McKinley Carter Wealth Services
West Virginia
$34.8M +$721K +1,722 +2%
APSP
406
Asset Planning Services (Pennsylvania)
Pennsylvania
$34.5M -$7.11M -16,968 -17%
CWG
407
Cornerstone Wealth Group
North Carolina
$34.5M -$2.11M -5,029 -6%
TGAM
408
TBH Global Asset Management
Tennessee
$34.3M +$1.9M +4,542 +6%
ST
409
Smithfield Trust
Pennsylvania
$33.9M -$124K -296 -0.4%
FCBT
410
First Citizens Bank & Trust
North Carolina
$33.9M -$170K -407 -0.5%
SPIA
411
Strategic Point Investment Advisors
Rhode Island
$33.7M +$1.8M +4,292 +6%
IWMA
412
Ironwood Wealth Management (Arizona)
Arizona
$33.5M +$690K +1,646 +2%
NEAM
413
New England Asset Management
Connecticut
$33.4M
FCH
414
Freestone Capital Holdings
Washington
$33.2M -$708K -1,691 -2%
EWM
415
Evercore Wealth Management
New York
$33.1M -$262K -626 -0.8%
GF
416
Gries Financial
Ohio
$33M -$553K -1,321 -2%
SWMG
417
Strategic Wealth Management Group
Maryland
$33M +$5.03M +12,006 +19%
WCM
418
Windham Capital Management
Massachusetts
$33M -$1.34M -3,192 -4%
OWM
419
Orgel Wealth Management
Wisconsin
$32.9M +$2.28M +5,432 +8%
NL
420
NWAM LLC
Washington
$32.7M -$253K -605 -0.8%
BFA
421
Bluestem Financial Advisors
Illinois
$32.7M -$1.57M -3,743 -5%
Cerity Partners
422
Cerity Partners
New York
$32.7M +$2.05M +4,891 +7%
FHC
423
Fort Henry Capital
West Virginia
$32.3M +$97.6K +233 +0.3%
DE
424
Day & Ennis
Georgia
$32.3M +$450K +1,074 +1%
BOS
425
Bank of Stockton
California
$32.1M +$1.38M +3,283 +5%

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.