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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
American Century Companies
851
American Century Companies
Missouri
$8.43M +$2.51M +6,000 +44%
PWMAG
852
Pinnacle Wealth Management Advisory Group
New Jersey
$8.42M +$531K +1,267 +7%
BFS
853
Bickling Financial Services
Massachusetts
$8.41M +$746K +1,781 +10%
IIC
854
Integrated Investment Consultants
Michigan
$8.39M +$1.93M +4,614 +31%
WEPOG
855
Wealth Enhancement & Preservation of GA
Georgia
$8.38M +$176K +420 +2%
HH
856
Hilltop Holdings
Texas
$8.32M +$499K +1,190 +7%
MAM
857
Madison Asset Management
Wisconsin
$8.29M +$10.5K +25 +0.1%
LSAG
858
Lake Street Advisors Group
New Hampshire
$8.28M +$24.7K +59 +0.3%
TCA
859
Transcend Capital Advisors
New Jersey
$8.26M +$861K +2,056 +12%
COF
860
Capital One Financial
Virginia
$8.23M -$221K -527 -3%
MWP
861
Madison Wealth Partners
Wisconsin
$8.16M +$325K +777 +4%
TWM
862
Tradition Wealth Management
Minnesota
$8.13M -$446K -1,064 -5%
4FG
863
4Thought Financial Group
New York
$8.12M -$1.1M -2,634 -12%
Wolverine Trading
864
Wolverine Trading
Illinois
$8.07M +$7.87M +18,784 New
AF
865
AtlasMark Financial
Texas
$8.05M -$7.12K -17 -0.1%
DW
866
Domani Wealth
Pennsylvania
$8.05M -$321K -767 -4%
PF
867
Phoenix Financial
Israel
$8.05M
GWM
868
Greenhouse Wealth Management
Connecticut
$8M +$32.7K +78 +0.4%
SFG
869
Sunburst Financial Group
Alabama
$8M -$412K -983 -5%
DI
870
DAGCO Inc
Ohio
$7.89M +$541K +1,291 +8%
JWA
871
JFS Wealth Advisors
Pennsylvania
$7.89M +$1.06M +2,529 +16%
IAA
872
Independent Advisor Alliance
North Carolina
$7.87M -$291K -695 -4%
AAM
873
Aureus Asset Management
Massachusetts
$7.86M +$33.9K +81 +0.4%
LPWM
874
Lake Point Wealth Management
Texas
$7.85M +$7.65M +18,258 New
WCWM
875
Wooster Corthell Wealth Management
Connecticut
$7.75M -$1.7M -4,056 -18%

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.