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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
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$277M +$1.05M +2,500 +0.4%
VIA
102
Vantagepoint Investment Advisers
District of Columbia
$274M -$65.9M -157,325 -20%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$271M +$61.7M +147,367 +31%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$266M -$332M -792,346 -56%
HighTower Advisors
105
HighTower Advisors
Illinois
$263M -$7.35M -17,547 -3%
SIC
106
Sigma Investment Counselors
Michigan
$262M +$878K +2,097 +0.3%
Comerica Bank
107
Comerica Bank
Texas
$244M -$2.22M -5,295 -1%
KAS
108
Kestra Advisory Services
Texas
$238M +$4.89M +11,674 +2%
AWM
109
AE Wealth Management
Kansas
$234M +$39.1M +93,298 +21%
BOS
110
Bingham Osborn & Scarborough
California
$226M -$2.28M -5,449 -1%
TF
111
TIAA FSB
Florida
$225M -$31.6M -75,323 -13%
MGB
112
Mass General Brigham
Massachusetts
$223M +$217M +518,761 New
HHGA
113
Halbert Hargrove Global Advisors
California
$222M +$8.59M +20,497 +4%
FLPIM
114
F.L. Putnam Investment Management
Massachusetts
$221M +$20.8M +49,742 +11%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$220M +$35.7M +85,254 +20%
UB
116
UMB Bank
Missouri
$218M +$732K +1,747 +0.3%
VMPIC
117
Varma Mutual Pension Insurance Co
Finland
$216M -$61.6M -147,088 -23%
TLIC
118
Taiyo Life Insurance Company
Japan
$204M
BBVA
119
Banco Bilbao Vizcaya Argentaria
Spain
$204M -$94.3M -225,194 -32%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$202M -$3.29M -7,860 -2%
LIA
121
LBMC Investment Advisors
Tennessee
$201M +$4.08M +9,748 +2%
JRP
122
Jasper Ridge Partners
California
$195M -$191M -456,535 -50%
EW
123
Evoke Wealth
California
$192M +$32.3M +77,141 +21%
PA
124
Planning Alternatives
Michigan
$186M +$10.7M +25,599 +6%
COCM
125
Charter Oak Capital Management
New Hampshire
$186M +$2.11M +5,046 +1%

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.