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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
IMRF
1226
Illinois Municipal Retirement Fund
Illinois
$2.88M +$2.81M +6,703 New
IRC
1227
Investors Research Corp
Georgia
$2.87M +$13.8K +33 +0.5%
CCA
1228
Cobblestone Capital Advisors
New York
$2.86M -$103K -246 -4%
TFS
1229
Thoroughbred Financial Services
Tennessee
$2.86M +$315K +751 +13%
KOMWMG
1230
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.86M +$12.6K +30 +0.5%
UR
1231
USCA RIA
Texas
$2.85M +$40.2K +96 +1%
ZB
1232
Zions Bancorporation
Utah
$2.85M -$7.12K -17 -0.3%
BBPWM
1233
Blue Bell Private Wealth Management
Pennsylvania
$2.84M +$205K +489 +8%
OC
1234
Oakworth Capital
Alabama
$2.83M +$28.9K +69 +1%
VWM
1235
Vigilare Wealth Management
Arizona
$2.82M +$128K +305 +5%
EIP
1236
Ellis Investment Partners
Pennsylvania
$2.81M +$59.1K +141 +2%
M
1237
MOTCO
Texas
$2.8M +$180K +430 +7%
CPFP
1238
Clear Perspectives Financial Planning
Ohio
$2.78M -$16.3K -39 -0.6%
SCG
1239
Sonata Capital Group
Washington
$2.78M -$26.8K -64 -1%
EAM
1240
Evanson Asset Management
California
$2.78M -$1.55M -3,699 -36%
AF
1241
Affiance Financial
Minnesota
$2.77M -$15.5K -37 -0.6%
CWA
1242
Canvas Wealth Advisors
Kansas
$2.77M -$10.9K -26 -0.4%
VWM
1243
Valley Wealth Managers
New Jersey
$2.77M +$535K +1,278 +25%
AWM
1244
Aprio Wealth Management
Georgia
$2.76M +$2.69M +6,425 New
EWMCB
1245
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.76M +$113K +270 +4%
AIA
1246
Arcadia Investment Advisors
Idaho
$2.75M -$25.1K -60 -0.9%
IAS
1247
IMA Advisory Services
Colorado
$2.75M -$2.1K -5 -0.1%
RCWMU
1248
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.73M +$28.9K +69 +1%
OIM
1249
Opus Investment Management
Massachusetts
$2.72M
MIFH
1250
Migdal Insurance & Financial Holdings
Israel
$2.71M +$2.62M +6,264 +14,914%

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.