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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
AAMC
676
Asset Allocation & Management Company
Illinois
$15M +$5.89M +14,061 +67%
WWM
677
Western Wealth Management
Colorado
$15M +$1.66M +3,952 +13%
UWPG
678
Ullmann Wealth Partners Group
Florida
$14.9M -$1.55M -3,711 -10%
HB
679
Homrich & Berg
Georgia
$14.8M -$442K -1,054 -3%
CPIG
680
Chicago Partners Investment Group
Illinois
$14.7M +$764K +1,824 +6%
BFM
681
Broadview Financial Management
Wisconsin
$14.5M -$304K -725 -2%
KPW
682
Kore Private Wealth
New York
$14.5M +$1.61M +3,840 +13%
VVP
683
Venture Visionary Partners
Ohio
$14.5M +$710K +1,695 +5%
AIA
684
Avalon Investment & Advisory
Texas
$14.5M +$903K +2,155 +7%
TPSF
685
Texas Permanent School Fund
Texas
$14.4M +$14.1M +33,540 New
BCM
686
BTC Capital Management
Iowa
$14.4M -$6.4M -15,270 -31%
SWA
687
Stratos Wealth Advisors
Ohio
$14.3M +$5.14M +12,260 +58%
CAC
688
Certified Advisory Corp
Florida
$14.3M +$67K +160 +0.5%
CAG
689
Crestwood Advisors Group
Massachusetts
$14.3M +$258K +616 +2%
SF
690
Synovus Financial
Georgia
$14.3M +$6.77M +16,159 +95%
AIM
691
Acropolis Investment Management
Missouri
$14.3M -$467K -1,115 -3%
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$14.2M -$780K -1,862 -5%
HSWM
693
Hubbell Strickland Wealth Management
Louisiana
$14.2M -$44.8K -107 -0.3%
FIA
694
Foundations Investment Advisors
Arizona
$14.1M +$4.05M +9,658 +43%
FFS
695
Founders Financial Securities
Maryland
$14.1M +$313K +747 +2%
RWG
696
Regal Wealth Group
California
$13.9M +$2.1K +5 +0%
CL
697
Choreo LLC
Illinois
$13.8M -$148K -353 -1%
GWM
698
Gitterman Wealth Management
New Jersey
$13.7M -$23.4M -55,936 -64%
FCA
699
FLC Capital Advisors
California
$13.7M -$728K -1,738 -5%
SSW
700
Smith Shellnut Wilson
Mississippi
$13.7M -$1.54M -3,666 -10%

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.