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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
IF
476
Ironwood Financial
Arizona
$27.4M +$2.58M +6,155 +11%
MAS
477
Managed Account Services
Florida
$27.3M -$969K -2,313 -4%
Daiwa Securities Group
478
Daiwa Securities Group
Japan
$27.2M +$5.71M +13,642 +28%
CWP
479
Corepath Wealth Partners
Arizona
$27M +$4.15M +9,918 +20%
AWM
480
Avior Wealth Management
Nebraska
$27M +$411K +982 +2%
FBB
481
Fulton Breakefield Broenniman
Maryland
$27M -$256K -611 -1%
HI
482
Hudock Inc
Pennsylvania
$26.8M +$622K +1,484 +2%
AA
483
Ancora Advisors
Ohio
$26.8M -$494K -1,179 -2%
NL
484
NEPC LLC
Massachusetts
$26.8M +$19.6M +46,869 +304%
BIAS
485
Beacon Investment Advisory Services
New Jersey
$26.7M -$409K -976 -2%
HPC
486
Hobart Private Capital
North Carolina
$26.3M +$70.8K +169 +0.3%
SAF
487
Smith Anglin Financial
Texas
$26.2M +$2.29M +5,459 +10%
QCG
488
Quadrant Capital Group
Ohio
$26.2M +$1.47M +3,510 +6%
TA
489
Tiedemann Advisors
New York
$26.2M -$159K -379 -0.6%
SIAM
490
Sterling Investment Advisors (Missouri)
Missouri
$26.2M -$815K -1,945 -3%
MWA
491
Meridian Wealth Advisors
Texas
$26.2M +$341K +815 +1%
BRC
492
BHF RG Capital
Arizona
$26.1M +$450K +1,074 +2%
WTB
493
Washington Trust Bank
Washington
$26M -$617K -1,472 -2%
TSA
494
Tri-Star Advisors
Texas
$26M +$927K +2,213 +4%
MM
495
Meridian Management
Arkansas
$25.9M -$3.86M -9,210 -13%
AB
496
Amalgamated Bank
New York
$25.9M +$2.34M +5,583 +10%
CGA
497
Crescent Grove Advisors
Illinois
$25.8M +$1.1M +2,634 +5%
RJT
498
Raymond James Trust
Florida
$25.7M -$282K -674 -1%
SMG
499
Spectrum Management Group
Indiana
$25.7M -$1.26K -3 -0%
FFA
500
First Foundation Advisors
California
$25.7M +$2.03M +4,844 +9%

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.