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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
TFP
1176
Triune Financial Partners
Kansas
$3.29M +$3.2M +7,645 New
WF
1177
Welch & Forbes
Massachusetts
$3.29M +$1.61M +3,840 +101%
HBWM
1178
Hollow Brook Wealth Management
New York
$3.28M
WFMPM
1179
Woodley Farra Manion Portfolio Management
Indiana
$3.28M -$3.35K -8 -0.1%
AUB
1180
Atlantic Union Bankshares
Virginia
$3.27M -$121K -288 -4%
CCM
1181
Condor Capital Management
New Jersey
$3.26M -$78.8K -188 -2%
Connor, Clark & Lunn Investment Management (CC&L)
1182
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.25M
SB
1183
Strategic Blueprint
Georgia
$3.25M +$638K +1,524 +25%
AC
1184
Alexandria Capital
Virginia
$3.24M -$7.54K -18 -0.2%
Zurich Cantonal Bank
1185
Zurich Cantonal Bank
Switzerland
$3.22M
NB
1186
Nicolet Bankshares
Wisconsin
$3.21M
AWA
1187
Alta Wealth Advisors
Massachusetts
$3.21M +$20.9K +50 +0.7%
CCT
1188
Chemung Canal Trust
New York
$3.21M -$50.7K -121 -2%
RC
1189
RegentAtlantic Capital
New Jersey
$3.19M +$27.6K +66 +0.9%
BWM
1190
BerganKDV Wealth Management
Minnesota
$3.18M -$109K -261 -3%
MWM
1191
Mattern Wealth Management
Kansas
$3.18M +$90.9K +217 +3%
EWA
1192
Encompass Wealth Advisors
Oregon
$3.16M +$517K +1,233 +20%
WCG
1193
Weaver Consulting Group
California
$3.15M +$114K +273 +4%
MWM
1194
Marietta Wealth Management
Georgia
$3.15M -$57K -136 -2%
AP
1195
Advisor Partners
California
$3.14M +$278K +663 +10%
TIM
1196
Total Investment Management
Arizona
$3.12M -$343K -818 -10%
ACM
1197
AlphaStar Capital Management
North Carolina
$3.11M +$1.42M +3,393 +88%
GJIC
1198
Gamble Jones Investment Counsel
California
$3.09M +$28.5K +68 +1%
RW
1199
Rede Wealth
Virginia
$3.08M +$261K +624 +10%
CMP
1200
Courage Miller Partners
Virginia
$3.07M +$54.5K +130 +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.