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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
CWM
1276
Concentric Wealth Management
California
$2.56M +$419 +1 +0%
ACA
1277
Ackerman Capital Advisors
Texas
$2.56M -$2.36M -5,637 -49%
NFG
1278
Nations Financial Group
Iowa
$2.56M +$560K +1,336 +29%
ZF
1279
Zhang Financial
Michigan
$2.55M
MP
1280
McDonald Partners
Ohio
$2.52M -$2.51K -6 -0.1%
FMW
1281
Farr Miller & Washington
District of Columbia
$2.51M +$118K +281 +5%
TCM
1282
Traynor Capital Management
Pennsylvania
$2.5M +$207K +494 +9%
HPC
1283
HM Payson & Co
Maine
$2.49M -$274K -654 -10%
TCPWM
1284
Traverso Chambers Private Wealth Management
California
$2.48M -$34.4K -82 -1%
MOS
1285
MGO One Seven
Ohio
$2.48M +$156K +372 +7%
WWM
1286
WJ Wealth Management
Arizona
$2.46M -$67K -160 -3%
NIC
1287
Northwest Investment Counselors
Oregon
$2.44M -$137K -327 -5%
Nomura Asset Management
1288
Nomura Asset Management
Japan
$2.44M
WI
1289
Wedgewood Investors
Pennsylvania
$2.44M -$126K -300 -5%
SA
1290
SRH Advisors
Kansas
$2.41M
RRC
1291
Relaxing Retirement Coach
Massachusetts
$2.41M -$158K -378 -6%
HCM
1292
Hengehold Capital Management
Ohio
$2.41M +$1.56M +3,718 +197%
BDF
1293
Black Diamond Financial
Maryland
$2.4M +$33.1K +79 +1%
PCMM
1294
Piedmont Capital Management (Montana)
Montana
$2.39M +$17M +40,561 New
SHWM
1295
Silicon Hills Wealth Management
Texas
$2.38M -$508K -1,212 -18%
SAM
1296
Strategy Asset Managers
California
$2.38M +$375K +896 +19%
FM
1297
Family Management
New York
$2.38M +$3.35K +8 +0.1%
AB
1298
Atlas Brown
Kentucky
$2.36M -$38.5K -92 -2%
SP
1299
Successful Portfolios
Florida
$2.36M -$807K -1,927 -26%
RMC
1300
Resources Management Corp
Connecticut
$2.35M -$15.1K -36 -0.7%

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.