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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
SBH
1126
Segall Bryant & Hamill
Illinois
$3.73M -$157K -375 -4%
GIA
1127
Goodwin Investment Advisory
Georgia
$3.72M -$177K -422 -5%
SIC
1128
Salem Investment Counselors
North Carolina
$3.72M +$464K +1,107 +15%
VAS
1129
Vestmark Advisory Solutions
Massachusetts
$3.7M +$406K +970 +13%
WPC
1130
White Pine Capital
Minnesota
$3.69M +$320K +764 +10%
CI
1131
Cavalier Investments
Georgia
$3.69M +$465K +1,110 +15%
PFA
1132
Pure Financial Advisors
California
$3.69M -$16.3K -39 -0.5%
NAS
1133
Nicolet Advisory Services
Wisconsin
$3.68M -$51.9K -124 -1%
EA
1134
Emerald Advisors
Washington
$3.68M +$624K +1,490 +21%
FFW
1135
Fusion Family Wealth
New York
$3.67M -$1.37M -3,266 -28%
CG
1136
Cynosure Group
Utah
$3.67M +$274K +653 +8%
DAS
1137
Dynamic Advisor Solutions
Arizona
$3.66M +$147K +352 +4%
OPWM
1138
Oakwell Private Wealth Management
Texas
$3.65M -$814K -1,943 -19%
HA
1139
HYA Advisors
Missouri
$3.65M +$166K +396 +5%
TA
1140
Townsend & Associates
Colorado
$3.65M +$46.5K +111 +1%
MWP
1141
Meridian Wealth Partners
Pennsylvania
$3.64M +$248K +592 +8%
OFG
1142
OmniStar Financial Group
North Carolina
$3.61M -$42.3K -101 -1%
AI
1143
Axiom Investors
Connecticut
$3.61M -$1.26M -3,000 -26%
DWM
1144
Dakota Wealth Management
Florida
$3.59M +$405K +966 +13%
FPS
1145
Fieldpoint Private Securities
Connecticut
$3.58M
BFC
1146
Bedel Financial Consulting
Indiana
$3.56M +$109K +260 +3%
MSAM
1147
Moloney Securities Asset Management
Missouri
$3.56M +$206K +491 +6%
LFF
1148
Level Four Financial
Texas
$3.55M -$55.3K -132 -2%
TPWA
1149
TRUE Private Wealth Advisors
Oregon
$3.54M +$1.16M +2,758 +50%
CWM
1150
Connecticut Wealth Management
Connecticut
$3.54M +$3.45M +8,240 New

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.