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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
RPCA
1026
Running Point Capital Advisors
California
$5.04M -$326K -779 -6%
BI
1027
Berkeley Inc
Idaho
$5.03M +$22.2K +53 +0.5%
AWMG
1028
Alliance Wealth Management Group
New Jersey
$4.99M +$3.94M +9,414 +431%
PFWA
1029
Paces Ferry Wealth Advisors
Georgia
$4.96M -$68.7K -164 -1%
LP
1030
LGL Partners
Pennsylvania
$4.96M +$163K +390 +3%
AWS
1031
AJ Wealth Strategies
New York
$4.94M +$25.1K +60 +0.5%
KFGK
1032
Keystone Financial Group (Kentucky)
Kentucky
$4.92M -$16.3K -39 -0.3%
SAM
1033
S.A. Mason
Michigan
$4.91M +$82.9K +198 +2%
QCM
1034
Quest Capital Management
Texas
$4.89M +$563K +1,343 +13%
NAG
1035
Northstar Advisory Group
New Jersey
$4.88M -$984K -2,349 -17%
EVM
1036
Eaton Vance Management
Massachusetts
$4.84M +$43.1K +103 +0.9%
MPCG
1037
Matrix Private Capital Group
New York
$4.82M +$1.4M +3,347 +43%
ML
1038
McAdam LLC
Pennsylvania
$4.81M +$276K +658 +6%
CWA
1039
Centennial Wealth Advisory
Michigan
$4.81M -$31.8K -76 -0.7%
C
1040
Clearshares
New York
$4.79M +$58.2K +139 +1%
BA
1041
Bluesphere Advisors
Pennsylvania
$4.78M +$768K +1,834 +20%
WMA
1042
Wealth Management Associates
New Jersey
$4.77M -$119K -285 -3%
IAIM
1043
International Assets Investment Management
Florida
$4.76M -$4.4M -10,493 -49%
LWP
1044
Laurel Wealth Planning
Minnesota
$4.76M -$545K -1,300 -11%
CRC
1045
Curi RMB Capital
Illinois
$4.75M -$20.1K -48 -0.4%
GGS
1046
Galvin Gaustad & Stein
Arizona
$4.75M -$359K -857 -7%
RC
1047
Rinet Company
Massachusetts
$4.72M +$213K +508 +5%
MCM
1048
Maryland Capital Management
Maryland
$4.72M +$30.2K +72 +0.7%
TFCP
1049
Twin Focus Capital Partners
Massachusetts
$4.71M -$109K -260 -2%
BAMG
1050
Brand Asset Management Group
Missouri
$4.71M -$147K -351 -3%

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.