We are live on ! Find out more
IVV icon

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
PFPT
726
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.3M +$30.6K +73 +0.3%
PWA
727
Pinnacle Wealth Advisors
Tennessee
$12.3M +$12M +28,605 New
CBFP
728
Cedar Brook Financial Partners
Ohio
$12.3M +$798K +1,904 +7%
CHA
729
Cooper/Haims Advisors
New York
$12.3M -$338K -807 -3%
FA
730
Forefront Analytics
Pennsylvania
$12.2M -$61.6K -147 -0.5%
EFSCE
731
Enterprise Financial Services Corp (EFSC)
Missouri
$12.2M -$1.53M -3,655 -11%
GRP
732
Global Retirement Partners
California
$12.2M +$462K +1,104 +4%
SF
733
Summit Financial
New Jersey
$12.2M +$3.33M +7,951 +39%
SFG
734
Sovereign Financial Group
Connecticut
$12.1M
GIA
735
Gladstone Institutional Advisory
Florida
$12.1M -$572K -1,365 -5%
FPFS
736
First Personal Financial Services
North Carolina
$12.1M +$599K +1,430 +5%
WAP
737
Wealthcare Advisory Partners
Pennsylvania
$12.1M +$339K +810 +3%
AF
738
Allworth Financial
California
$12.1M +$5.28M +12,593 +82%
LA
739
Latitude Advisors
Florida
$12M +$3.58M +8,537 +44%
LFS
740
Lutz Financial Services
Nebraska
$12M -$108K -257 -0.9%
FC
741
Fulcrum Capital
Washington
$12M -$182K -435 -2%
TC
742
Trilogy Capital
California
$11.9M +$824K +1,967 +8%
FAIM
743
Financial Advocates Investment Management
Washington
$11.9M -$1.25M -2,972 -10%
WFA
744
Wellspring Financial Advisors
Ohio
$11.9M -$2M -4,780 -15%
CSM
745
CAMG Solamere Management
North Carolina
$11.9M +$267K +638 +2%
GBT
746
Grove Bank & Trust
Florida
$11.9M +$95.5K +228 +0.8%
WB
747
Webster Bank
Connecticut
$11.9M
AMG
748
Asset Management Group
Connecticut
$11.9M -$262K -626 -2%
AHC
749
Anderson Hoagland & Co
Missouri
$11.8M -$1.74M -4,150 -13%
DT
750
Diversified Trust
Tennessee
$11.8M +$4.61K +11 +0%

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.