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
RIG
76
RiverFront Investment Group
Virginia
$419M +$5.08M +12,119 +1%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$419M +$87.6K +209 +0%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$417M +$49.1M +117,167 +14%
SAM
79
Simplify Asset Management
Nevada
$407M +$144M +343,180 +57%
LWIC
80
Leith Wheeler Investment Counsel
British Columbia, Canada
$400M +$732K +1,747 +0.2%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$396M +$3.47M +8,286 +0.9%
CM
82
Churchill Management
California
$396M +$2.87M +6,844 +0.7%
NMIMC
83
Northwestern Mutual Investment Management Company
Wisconsin
$394M -$1.63M -3,900 -0.4%
MML Investors Services
84
MML Investors Services
Massachusetts
$378M +$20.8M +49,626 +6%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$376M +$102M +243,752 +39%
Brown Advisory
86
Brown Advisory
Maryland
$369M -$70.5M -168,257 -16%
SW
87
SVB Wealth
Massachusetts
$369M +$14.8M +35,294 +4%
MCM
88
MAI Capital Management
Ohio
$354M +$15.1M +35,951 +5%
CPCM
89
Cornerstone Partners Capital Management
Virginia
$343M +$79M +188,654 +31%
JFGIW
90
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$341M +$7.29M +17,395 +2%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$333M -$82.1M -196,025 -20%
Prudential Financial
92
Prudential Financial
New Jersey
$333M -$36.2M -86,352 -10%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$325M +$22M +52,462 +7%
Northern Trust
94
Northern Trust
Illinois
$322M +$163M +389,232 +109%
CFG
95
CKW Financial Group
Hawaii
$317M +$6.81M +16,249 +2%
Principal Financial Group
96
Principal Financial Group
Iowa
$309M +$2.16M +5,160 +0.7%
BAIA
97
Bel Air Investment Advisors
California
$291M +$551K +1,316 +0.2%
CCM
98
Coldstream Capital Management
Washington
$288M -$3.59M -8,575 -1%
NMIFOAC
99
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$280M -$1.34B -3,195,947 -73%
BA
100
Bridgewater Associates
Connecticut
$278M +$92.6M +221,073 +52%

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.