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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
GWM
776
Gray Wealth Management
Maine
$10.8M +$67K +160 +0.6%
PNC
777
Park National Corp
Ohio
$10.7M -$62.8K -150 -0.6%
PWP
778
Personal Wealth Partners
Minnesota
$10.7M -$610K -1,455 -6%
LA
779
LVW Advisors
New York
$10.7M +$6.28K +15 +0.1%
EBA
780
Eagle Bay Advisors
New York
$10.7M +$10.2M +24,427 New
KW
781
KWB Wealth
California
$10.7M
KWM
782
Keebeck Wealth Management
Illinois
$10.7M +$1.59M +3,796 +18%
PEA
783
Pacific Edge Advisors
California
$10.7M -$1.45M -3,450 -12%
FA
784
FDx Advisors
Illinois
$10.6M +$2.44M +5,818 +31%
WA
785
Waverly Advisors
Alabama
$10.5M -$77.1K -184 -0.8%
EW
786
Element Wealth
Mississippi
$10.5M -$101K -241 -1%
WDG
787
Wealth Dimensions Group
Ohio
$10.5M -$104K -249 -1%
SFG
788
Snider Financial Group
Washington
$10.4M +$10M +23,927 New
HNW
789
High Note Wealth
Minnesota
$10.3M -$367K -876 -4%
EA
790
Elm Advisors
California
$10.3M -$426K -1,017 -4%
Lido Advisors
791
Lido Advisors
California
$10.3M -$57.4K -137 -0.6%
AF
792
Apexium Financial
Texas
$10.3M +$2.16M +5,157 +27%
PFG
793
Pacific Financial Group
Washington
$10.3M +$878K +2,097 +10%
New York State Common Retirement Fund
794
New York State Common Retirement Fund
New York
$10.3M +$10M +23,873 New
CCM
795
Canal Capital Management
Virginia
$10.2M +$2.22M +5,294 +29%
VHAM
796
Van Hulzen Asset Management
California
$10.2M +$460K +1,099 +5%
PIMG
797
Patriot Investment Management Group
Tennessee
$10.1M -$206K -491 -2%
VOYA Investment Management
798
VOYA Investment Management
Georgia
$10.1M -$18.6M -44,410 -65%
SCP
799
Silverleafe Capital Partners
Tennessee
$10.1M -$60.7K -145 -0.6%
C
800
Certuity
Florida
$10.1M +$1.61M +3,836 +19%

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.