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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
TI
876
tru Independence
Oregon
$7.74M -$13M -31,035 -63%
NSIM
877
North Star Investment Management
Illinois
$7.73M +$347K +829 +5%
PCP
878
Proficio Capital Partners
Massachusetts
$7.72M -$60.7K -145 -0.8%
PFS
879
Prospera Financial Services
Texas
$7.71M +$238K +567 +3%
MBT
880
Montecito Bank & Trust
California
$7.59M +$1.96M +4,677 +36%
AFM
881
Andesa Financial Management
Pennsylvania
$7.58M +$810K +1,934 +12%
ICG
882
InterOcean Capital Group
Tennessee
$7.56M +$3.77K +9 +0.1%
ATPW
883
Ashton Thomas Private Wealth
Arizona
$7.55M -$55.7K -133 -0.8%
ARG
884
Advisory Resource Group
Oklahoma
$7.52M -$6.51M -15,542 -47%
Calamos Advisors
885
Calamos Advisors
Illinois
$7.52M -$1.13M -2,709 -13%
BWP
886
Baldwin Wealth Partners
Massachusetts
$7.5M -$282K -674 -4%
IC
887
Iconiq Capital
California
$7.5M -$47.3K -113 -0.6%
BWFA
888
Baltimore-Washington Financial Advisors
Maryland
$7.5M +$736K +1,756 +11%
ARC
889
Advisor Resource Council
Texas
$7.48M +$7.29M +17,400 New
MWP
890
MYCIO Wealth Partners
Pennsylvania
$7.47M +$129K +308 +2%
SC
891
Sepio Capital
Utah
$7.46M -$6.28K -15 -0.1%
GWMIA
892
Global Wealth Management Investment Advisory
Florida
$7.44M +$272K +649 +4%
PM
893
Pembroke Management
Quebec, Canada
$7.41M +$855K +2,041 +13%
HT
894
Heritage Trust
Oklahoma
$7.4M +$72.1K +172 +1%
DT
895
Daniels + Tansey
Delaware
$7.39M
CAM
896
Concorde Asset Management
Michigan
$7.36M +$201K +479 +3%
GFS
897
GYL Financial Synergies
Connecticut
$7.36M -$4.19K -10 -0.1%
AIC
898
Ameritas Investment Company
Nebraska
$7.35M -$1.23M -2,944 -21%
KC
899
Kingfisher Capital
North Carolina
$7.29M +$344K +822 +5%
BWA
900
BlueSky Wealth Advisors
North Carolina
$7.28M -$123K -293 -2%

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.