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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
RVPG
626
Relative Value Partners Group
$17.2M +$6.84M +16,337 +69%
SBLIC
627
Security Benefit Life Insurance Company
Kansas
$17.2M +$16.7M +39,900 New
K
628
Kemper
Illinois
$17.1M -$2.81M -6,715 -14%
HC
629
Hoese & Co
Minnesota
$17M -$464K -1,108 -3%
PFGIA
630
Patriot Financial Group Insurance Agency
Massachusetts
$17M +$8.33M +19,895 +101%
NB
631
Northwest Bancshares
Pennsylvania
$17M -$293K -700 -2%
GG
632
GenWealth Group
New Jersey
$17M -$97.6K -233 -0.6%
SS
633
Simplicity Solutions
Minnesota
$16.8M +$769K +1,836 +5%
BBHBI
634
B, B, H, & B Inc
Alabama
$16.8M +$5.24M +12,511 +47%
JFG
635
JMG Financial Group
Illinois
$16.8M +$530K +1,266 +3%
WQ
636
Wealth Quarterback
New Jersey
$16.7M +$16.2M +38,758 New
MWP
637
Moller Wealth Partners
$16.7M +$15.1K +36 +0.1%
MMA
638
Miracle Mile Advisors
California
$16.6M -$30.2K -72 -0.2%
T. Rowe Price Associates
639
T. Rowe Price Associates
Maryland
$16.5M +$2.01M +4,799 +14%
SXL
640
Summit X LLC
Missouri
$16.5M -$250K -597 -2%
FCA
641
FinTrust Capital Advisors
South Carolina
$16.5M +$4.45M +10,631 +38%
CAS
642
Cascadia Advisory Services
Oregon
$16.4M +$2.98M +7,122 +23%
FFBTD
643
First Financial Bank - Trust Division
Ohio
$16.2M -$1.17M -2,803 -7%
IFAM
644
Institutional & Family Asset Management
Colorado
$16.2M -$694K -1,657 -4%
CA
645
Calton & Associates
Florida
$16.2M -$327K -781 -2%
TPCW
646
TD Private Client Wealth
New York
$16.2M -$759K -1,813 -5%
SC
647
Savant Capital
Illinois
$16.1M +$121K +289 +0.8%
HR
648
Howe & Rusling
New York
$16.1M +$899K +2,147 +6%
BHB
649
Bank Hapoalim BM
Israel
$15.9M +$6.22M +14,857 +40%
DWT
650
Dorsey & Whitney Trust
South Dakota
$15.9M +$974K +2,325 +7%

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.