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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
KTA
451
Keeley-Teton Advisors
Illinois
$29.5M -$124K -296 -0.4%
CFA
452
Carroll Financial Associates
North Carolina
$29.4M +$439K +1,049 +2%
TFS
453
TrustCore Financial Services
Tennessee
$29.3M -$1.43M -3,417 -5%
MAFM
454
Mid Atlantic Financial Management
Pennsylvania
$29.2M +$2.17M +5,186 +8%
RCM
455
Rain Capital Management
Oregon
$29.1M -$209K -499 -0.7%
MSWMA
456
Market Street Wealth Management Advisors
Indiana
$29M +$831K +1,983 +3%
IWP
457
IAG Wealth Partners
Wisconsin
$29M -$1.05M -2,502 -4%
SC
458
Schoolcraft Capital
Colorado
$28.9M -$547K -1,305 -2%
SA
459
Stewardship Advisors
Pennsylvania
$28.8M +$243K +579 +0.9%
Sumitomo Mitsui Trust Group
460
Sumitomo Mitsui Trust Group
Japan
$28.7M -$3.92M -9,365 -12%
EWA
461
EP Wealth Advisors
California
$28.7M +$58.2K +139 +0.2%
CA
462
Centerpoint Advisors
Massachusetts
$28.6M +$830K +1,982 +3%
PA
463
Parallel Advisors
California
$28.5M +$1.03M +2,449 +4%
RFP
464
Roth Financial Partners
Texas
$28.4M -$529K -1,262 -2%
VWA
465
Visionary Wealth Advisors
Illinois
$28.3M -$1.01M -2,402 -4%
GL
466
Graypoint LLC
New York
$28.2M +$3.32M +7,932 +14%
HMC
467
Harvard Management Company
Massachusetts
$28.1M -$72.9K -174 -0.3%
SMC
468
Smith, Moore & Co
Missouri
$27.8M +$1.99M +4,742 +8%
FWM
469
Fairhaven Wealth Management
Illinois
$27.8M +$362K +865 +1%
SG
470
StoneX Group
New York
$27.8M +$1.36M +3,249 +5%
SHIM
471
Stone House Investment Management
Pennsylvania
$27.7M -$4.95M -11,815 -16%
IA
472
IFS Advisors
Kansas
$27.5M -$11.9M -28,378 -31%
Macquarie Group
473
Macquarie Group
Australia
$27.4M +$26.7M +63,791 New
HI
474
Horizon Investments
North Carolina
$27.4M +$13.7M +32,680 +105%
NPF
475
Norris Perne & French
Michigan
$27.4M +$765K +1,826 +3%

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.