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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
WP
951
WealthSource Partners
California
$6.28M +$5.03K +12 +0.1%
NCG
952
Newport Capital Group
New Jersey
$6.28M
KWM
953
Kingsview Wealth Management
Oregon
$6.27M +$136K +325 +2%
FWM
954
Frontier Wealth Management
Missouri
$6.22M +$1.67M +3,993 +38%
MWM
955
McNaughton Wealth Management
California
$6.22M +$797K +1,902 +15%
BIA
956
Bigelow Investment Advisors
Maine
$6.22M
PCA
957
Pallas Capital Advisors
Massachusetts
$6.21M +$1.52M +3,640 +35%
WCM
958
Wealthcare Capital Management
Virginia
$6.2M -$424K -1,013 -7%
FWIA
959
Fort Washington Investment Advisors
Ohio
$6.18M -$188K -448 -3%
FA
960
Fermata Advisors
California
$6.14M +$2.31M +5,517 +63%
DWP
961
Destiny Wealth Partners
Florida
$6.13M +$1.19M +2,836 +25%
WMP
962
Wealth Management Partners
Arizona
$6.13M +$633K +1,511 +12%
AFS
963
Annapolis Financial Services
Maryland
$6.11M -$217K -517 -4%
BONH
964
Bank of New Hampshire
New Hampshire
$6.08M +$5.93M +14,145 New
NG
965
NatWest Group
United Kingdom
$6.07M -$5.11M -12,202 -46%
SGK
966
Steigerwald Gordon & Koch
Virginia
$6.06M +$475K +1,133 +9%
PMFA
967
Plante Moran Financial Advisors
Michigan
$6.05M -$66.2K -158 -1%
CFS
968
CRA Financial Services
New Jersey
$6.03M +$115K +274 +2%
CCM
969
Covington Capital Management
California
$6.02M +$2.15M +5,131 +58%
BFG
970
Beacon Financial Group
Texas
$5.96M -$1.21M -2,885 -17%
WIA
971
World Investment Advisors
California
$5.95M +$159K +380 +3%
XF
972
XML Financial
Maryland
$5.93M +$312K +745 +6%
BTWM
973
Baker Tilly Wealth Management
Wisconsin
$5.92M +$33.5K +80 +0.6%
HWMA
974
Heritage Wealth Management (Arizona)
Arizona
$5.92M +$2.86M +6,816 +98%
JIR
975
James Investment Research
Ohio
$5.91M -$135K -323 -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.