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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
CPSC
1326
Carl P. Sherr & Co
Massachusetts
$2.18M -$134K -321 -6%
CBT
1327
Central Bank & Trust
Kentucky
$2.18M -$17.2K -41 -0.8%
PCIA
1328
Prime Capital Investment Advisors
Kansas
$2.18M +$148K +354 +8%
CIM
1329
Corda Investment Management
Texas
$2.17M -$25.1K -60 -1%
CRCM
1330
Corbett Road Capital Management
Virginia
$2.17M -$936K -2,235 -31%
LCOV
1331
London Company of Virginia
Virginia
$2.16M -$1.74M -4,163 -45%
LC
1332
Lavaca Capital
Texas
$2.16M +$12.1K +29 +0.6%
SMH
1333
Sanders Morris Harris
Texas
$2.16M -$17M -40,677 -89%
HH
1334
HWG Holdings
Texas
$2.16M +$1.33M +3,174 +172%
WFA
1335
Wells Financial Advisors
Massachusetts
$2.16M +$495K +1,182 +31%
CFB
1336
Cullen/Frost Bankers
Texas
$2.16M -$328K -783 -14%
TCWA
1337
Ten Capital Wealth Advisors
Washington
$2.15M +$1.37M +3,259 +186%
GB
1338
Gunma Bank
Japan
$2.15M -$1.34M -3,200 -39%
JPG
1339
Jordan Park Group
California
$2.14M +$2.09M +4,987 New
HWM
1340
Hemington Wealth Management
Virginia
$2.14M +$63.7K +152 +3%
CDIA
1341
Capital Directions Investment Advisors
Georgia
$2.12M +$2.06M +4,924 New
HFS
1342
Howard Financial Services
Texas
$2.1M -$323K -771 -14%
APC
1343
Aspire Private Capital
North Carolina
$2.1M +$173K +412 +9%
LWM
1344
Lyell Wealth Management
California
$2.1M +$247K +590 +14%
GC
1345
Grace Capital
Massachusetts
$2.08M
GA
1346
Geller Advisors
New York
$2.08M -$787K -1,879 -28%
SWM
1347
Soundmark Wealth Management
Washington
$2.08M -$643K -1,534 -24%
GAG
1348
GM Advisory Group
New York
$2.07M -$459K -1,095 -19%
AF
1349
Alerus Financial
North Dakota
$2.07M
HWM
1350
Howard Wealth Management
Connecticut
$2.07M +$33.1K +79 +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.