We are live on ! Find out more
IVV icon

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
USAA
26
United Services Automobile Association
Texas
$1.39B +$1.31B +3,124,559 +2,610%
Asset Management One
27
Asset Management One
Japan
$1.35B +$6.15M +14,674 +0.5%
IMCOOI
28
Investment Management Corp of Ontario (IMCO)
Canada
$1.32B -$2.96B -7,060,798 -70%
KeyBank National Association
29
KeyBank National Association
Ohio
$1.32B -$25.4M -60,549 -2%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$1.2B -$24.5M -58,527 -2%
NB
31
Norinchukin Bank
Japan
$1.14B -$409M -976,765 -27%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.11B +$47.2M +112,569 +5%
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.04B +$14.8M +35,374 +1%
Mariner
34
Mariner
Kansas
$1.04B +$32.6M +77,755 +3%
BOF
35
Bank of Finland
Finland
$1.02B +$2.86M +6,830 +0.3%
National Pension Service
36
National Pension Service
South Korea
$992M +$74.1M +176,888 +8%
Osaic Holdings
37
Osaic Holdings
Arizona
$949M +$23.2M +55,341 +3%
CS
38
Credit Suisse
Switzerland
$865M +$826M +1,971,255 +4,954%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$843M +$31.8M +75,959 +4%
QI
40
QS Investors
New York
$767M -$1.1M -2,614 -0.1%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$728M
GT
42
Greenleaf Trust
Michigan
$720M -$285K -680 -0%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$693M +$25.6M +61,211 +4%
B
44
Barings
North Carolina
$677M +$65.7M +156,742 +11%
AA
45
Alesco Advisors
New York
$673M -$6.36M -15,193 -1%
PPA
46
Parametric Portfolio Associates
Washington
$671M -$120M -287,517 -16%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$669M +$619M +1,478,172 +1,875%
NAM
48
Nissay Asset Management
Japan
$666M
UCFA
49
United Capital Financial Advisors
Texas
$661M +$27.6M +65,988 +4%
FT
50
Fiduciary Trust
Massachusetts
$637M -$9.27M -22,117 -1%

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.