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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
EWM
576
Evermay Wealth Management
Virginia
$19.9M -$446K -1,064 -2%
CCFM
577
Clear Creek Financial Management
Washington
$19.8M +$13.9M +33,238 +258%
FFA
578
Fi3 Financial Advisors
Indiana
$19.6M +$5.72M +13,659 +45%
MGWM
579
Marks Group Wealth Management
Minnesota
$19.5M +$8.84M +21,094 +87%
NFG
580
Next Financial Group
Texas
$19.5M +$139K +331 +0.7%
AGA
581
Accuvest Global Advisors
Utah
$19.4M +$3.59M +8,576 +24%
WCM
582
Windsor Capital Management
Arizona
$19.3M -$700K -1,670 -4%
ACP
583
Aveo Capital Partners
Colorado
$19.2M +$1.36M +3,241 +8%
Janus Henderson Group
584
Janus Henderson Group
United Kingdom
$19M +$4.29M +10,245 +30%
WJA
585
Willis Johnson & Associates
Texas
$19M -$1.99M -4,739 -10%
CA
586
Cornerstone Advisors
North Carolina
$18.9M +$18.4M +44,000 New
ECG
587
Edge Capital Group
Georgia
$18.8M -$147K -350 -0.8%
RA
588
RFG Advisory
Alabama
$18.8M +$1.52M +3,629 +9%
SC
589
Sierra Capital
Florida
$18.7M -$178K -424 -1%
WAOI
590
Wealth Advisors of Iowa
Iowa
$18.7M -$234K -559 -1%
EA
591
Efficient Advisors
Ohio
$18.6M -$488K -1,164 -3%
SL
592
SWMG LLC
Texas
$18.6M +$1.28M +3,052 +8%
PTC
593
Private Trust Company
Ohio
$18.4M -$242K -578 -1%
CTB
594
Country Trust Bank
Illinois
$18.4M +$637K +1,520 +4%
EPM
595
Elm Partners Management
Pennsylvania
$18.4M -$2.17M -5,172 -11%
GCA
596
Genesee Capital Advisors
New York
$18.4M +$17.9M +42,781 New
IA
597
IAM Advisory
Pennsylvania
$18.4M +$17.9M +42,781 New
FG
598
Foster Group
Iowa
$18.3M +$1.19M +2,849 +7%
Millennium Management
599
Millennium Management
New York
$18.2M -$68.4M -163,188 -79%
GCA
600
Greenwood Capital Associates
South Carolina
$18.2M +$396K +945 +2%

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.