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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
HR
651
Hardy Reed
Mississippi
$15.9M -$147K -351 -0.9%
ERWM
652
Elk River Wealth Management
Colorado
$15.9M +$662K +1,580 +4%
WWM
653
Windsor Wealth Management
Indiana
$15.8M -$2.35M -5,599 -13%
BWP
654
Bernardo Wealth Planning
Pennsylvania
$15.8M +$171K +409 +1%
LF
655
Lantz Financial
Illinois
$15.7M +$1.18M +2,806 +8%
SC
656
Scotia Capital
Ontario, Canada
$15.7M +$244K +582 +2%
AAS
657
Annex Advisory Services
Wisconsin
$15.6M +$2.12M +5,054 +16%
CFO
658
CVA Family Office
Colorado
$15.6M +$30.6K +73 +0.2%
MFG
659
Merit Financial Group
Georgia
$15.6M +$862K +2,058 +6%
CWC
660
Carolinas Wealth Consulting
North Carolina
$15.5M +$852K +2,035 +6%
KPWS
661
Kestra Private Wealth Services
Texas
$15.4M +$785K +1,873 +6%
CW
662
CreativeOne Wealth
Kansas
$15.4M +$6.83M +16,303 +83%
FCI
663
Financial Counselors Inc
Kansas
$15.4M +$3.52M +8,402 +31%
LA
664
Lynch & Associates
Indiana
$15.3M -$180K -430 -1%
BHIA
665
Birch Hill Investment Advisors
Massachusetts
$15.2M +$193K +460 +1%
CAWM
666
Capital Advisors Wealth Management
Washington
$15.2M +$705K +1,684 +5%
OEP
667
Ocean Endowment Partners
Illinois
$15.2M -$21.3M -50,784 -67%
EWM
668
EPG Wealth Management
Georgia
$15.2M +$183K +438 +1%
VC
669
Vestor Capital
Illinois
$15.2M -$150K -358 -1%
PBO
670
Peoples Bank (Ohio)
Ohio
$15.1M -$756K -1,804 -5%
GVAG
671
Great Valley Advisor Group
Delaware
$15.1M +$6.93M +16,551 +85%
NC
672
NinePointTwo Capital
California
$15M -$16.5M -39,391 -53%
BJL
673
Brighton Jones LLC
Washington
$15M -$2.12M -5,062 -13%
HF
674
Halpern Financial
Virginia
$15M -$90.5K -216 -0.6%
JIP
675
Jaffetilchin Investment Partners
Florida
$15M +$8.44M +20,141 +115%

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.