We are live on ! Find out more
IVV icon

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
MS
1351
Marshall & Sullivan
Washington
$2.07M -$80.4K -192 -4%
GP
1352
Girard Partners
Pennsylvania
$2.07M -$9.63K -23 -0.5%
PRA
1353
Pine Ridge Advisers
New York
$2.06M
JIC
1354
Joel Isaacson & Co
New York
$2.06M +$838 +2 +0%
EAMA
1355
EFG Asset Management (Americas)
Florida
$2.06M -$52.8K -126 -3%
FWP
1356
FAS Wealth Partners
Kansas
$2.06M +$136K +324 +7%
F
1357
F3Logic
Minnesota
$2.05M -$380K -908 -16%
WPA
1358
West Paces Advisors
Georgia
$2.05M -$20.1K -48 -1%
FPCG
1359
Fort Pitt Capital Group
Pennsylvania
$2.04M +$138K +329 +7%
CCM
1360
Chilton Capital Management
Texas
$2.04M -$118K -281 -6%
ICM
1361
Islay Capital Management
Texas
$2.04M +$226K +539 +13%
IWS
1362
Insight Wealth Strategies
California
$2.03M -$1.81M -4,320 -48%
MCM
1363
McRae Capital Management
New Jersey
$2.03M +$24.3K +58 +1%
OCG
1364
Opus Capital Group
Ohio
$2.02M -$51.1K -122 -3%
RPGK
1365
Retirement Planning Group (Kansas)
Kansas
$2.02M +$14.7K +35 +0.8%
DPI
1366
Diversified Portfolios Inc
Michigan
$2.02M -$22.6K -54 -1%
ZIC
1367
ZWJ Investment Counsel
Georgia
$2.01M +$2.1K +5 +0.1%
CCA
1368
Clearwater Capital Advisors
Illinois
$2.01M +$2.1K +5 +0.1%
AP
1369
Appleton Partners
Massachusetts
$2M -$12.6K -30 -0.6%
TWM
1370
Tolleson Wealth Management
Texas
$2M
SRC
1371
Sage Rhino Capital
California
$2M
PB
1372
Pinnacle Bancorp
Nebraska
$2M -$54.9K -131 -3%
Massachusetts Financial Services
1373
Massachusetts Financial Services
Massachusetts
$1.99M -$801K -1,913 -29%
APW
1374
Austin Private Wealth
Texas
$1.98M +$535K +1,278 +38%
WAM
1375
WNY Asset Management
New York
$1.97M -$18K -43 -0.9%

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.