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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
SSWG
1151
Seven Springs Wealth Group
Tennessee
$3.52M -$18K -43 -0.5%
HCM
1152
Harvey Capital Management
Florida
$3.52M -$271K -648 -7%
RC
1153
Roundview Capital
New Jersey
$3.5M +$200K +478 +6%
MWM
1154
Madison Wealth Management
Ohio
$3.5M -$7.12K -17 -0.2%
CS
1155
Capital Square
Tennessee
$3.49M +$34.4K +82 +1%
DWM
1156
Darwin Wealth Management
Florida
$3.49M +$2.53M +6,048 +291%
MPM
1157
Meritage Portfolio Management
Kansas
$3.47M -$14.2K -34 -0.4%
WG
1158
Welch Group
Alabama
$3.46M -$41.1K -98 -1%
SMG
1159
Smart Money Group
Texas
$3.41M -$276K -658 -6%
CI
1160
Clal Insurance
Israel
$3.41M +$3.04M +7,248 +1,047%
DI
1161
Disciplined Investments
Oklahoma
$3.41M +$40.6K +97 +1%
SWP
1162
Summit Wealth Partners
Florida
$3.4M -$207K -494 -6%
AIP
1163
Almanack Investment Partners
Pennsylvania
$3.4M +$2.49M +5,936 +302%
FPTW
1164
Franklin, Parlapiano, Turner & Welch
Texas
$3.39M -$30.2K -72 -0.9%
CC
1165
Cedar Capital
Illinois
$3.39M +$2.72M +6,486 +465%
NWM
1166
Northwest Wealth Management
Iowa
$3.39M -$483K -1,154 -13%
OFS
1167
Oldfather Financial Services
Nebraska
$3.38M +$1.68K +4 +0.1%
CPIA
1168
Cornell Pochily Investment Advisors
New York
$3.38M -$26.8K -64 -0.8%
AW
1169
ACG Wealth
Georgia
$3.38M -$2.15M -5,143 -40%
VAM
1170
Verity Asset Management
North Carolina
$3.36M +$147K +351 +5%
CFO
1171
Collective Family Office
Pennsylvania
$3.35M +$20.1K +48 +0.6%
JAG
1172
Journey Advisory Group
Kentucky
$3.33M +$16.3K +39 +0.5%
APC
1173
Asset Planning Corporation
Tennessee
$3.31M +$75K +179 +2%
HIMCH
1174
Hartford Investment Management Co (HIMCO)
Connecticut
$3.3M +$1.14M +2,721 +55%
SF
1175
Symphony Financial
Texas
$3.29M +$3.21M +7,661 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.