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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
ASN
426
Advisory Services Network
Georgia
$32M +$472K +1,127 +2%
BA
427
Bristlecone Advisors
Washington
$32M +$1.3M +3,111 +4%
KCA
428
Karn Couzens & Associates
Connecticut
$31.9M +$606K +1,446 +2%
AWM
429
AAF Wealth Management
Massachusetts
$31.8M -$543K -1,296 -2%
SCA
430
Snowden Capital Advisors
New York
$31.8M +$1.4M +3,347 +5%
CNHF
431
Conrad N. Hilton Foundation
California
$31.7M -$30M -71,633 -49%
VCM
432
Verger Capital Management
North Carolina
$31.5M +$88.4K +211 +0.3%
HT
433
Hefren-Tillotson
Pennsylvania
$31.5M +$660K +1,575 +2%
HI
434
Harbour Investments
Wisconsin
$31.5M -$291K -695 -0.9%
RA
435
Rational Advisors
New York
$31M +$5.27M +12,582 +21%
GLA
436
Great Lakes Advisors
Illinois
$30.8M -$503K -1,201 -2%
BWA
437
BDO Wealth Advisors
Florida
$30.7M -$398K -949 -1%
B
438
Bailard
California
$30.5M +$537K +1,281 +2%
BS
439
Banco Santander
Spain
$30.4M -$22.4M -53,380 -43%
CCT
440
Country Club Trust
Missouri
$30.1M +$103K +246 +0.4%
RSWM
441
Robertson Stephens Wealth Management
California
$30M +$2.03M +4,835 +7%
CIBC Asset Management
442
CIBC Asset Management
Ontario, Canada
$30M
GPA
443
Guidance Point Advisors
Massachusetts
$29.9M +$841K +2,007 +3%
RDFA
444
Ritter Daniher Financial Advisory
Ohio
$29.9M +$872K +2,081 +3%
VFP
445
Verus Financial Partners
Virginia
$29.8M -$651K -1,554 -2%
AAMA
446
Advanced Asset Management Advisors
Ohio
$29.8M
PI
447
Parkside Investments
Illinois
$29.7M +$2.59M +6,189 +10%
BIM
448
Bridges Investment Management
Nebraska
$29.7M +$1.22M +2,913 +4%
GSWM
449
Golden State Wealth Management
California
$29.6M +$28.5K +68 +0.1%
TCM
450
Towercrest Capital Management
Pennsylvania
$29.6M +$5.09M +12,151 +21%

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.