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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
EFL
1476
ERn Financial LLC
Wisconsin
$1.53M -$290K -692 -16%
IIM
1477
Ipswich Investment Management
Massachusetts
$1.52M +$20.5K +49 +1%
CPC
1478
Congress Park Capital
New York
$1.51M +$453K +1,081 +44%
RMDI
1479
R.M. Davis Inc
Maine
$1.51M +$25.6K +61 +2%
MIM
1480
Macroview Investment Management
Maryland
$1.5M +$18.4K +44 +1%
AIC
1481
Ayalon Insurance Company
Israel
$1.48M +$702K +1,676 +96%
Fisher Asset Management
1482
Fisher Asset Management
Washington
$1.48M +$82.5K +197 +6%
ECM
1483
Evergreen Capital Management
Washington
$1.48M +$1.26K +3 +0.1%
BOPW
1484
Brandywine Oak Private Wealth
Pennsylvania
$1.48M -$265K -632 -16%
MC
1485
Moors & Cabot
Massachusetts
$1.48M +$121K +289 +9%
RCM
1486
Regency Capital Management
Hawaii
$1.47M -$782K -1,867 -35%
HC
1487
Hatton Consulting
Arizona
$1.47M -$81.7K -195 -5%
CSPIA
1488
Cary Street Partners Investment Advisory
Virginia
$1.46M -$14.2K -34 -1%
JEST
1489
JTC Employer Solutions Trustee
Jersey
$1.46M +$1.42M +3,388 New
CA
1490
Cortland Associates
Missouri
$1.45M +$239K +570 +20%
ACP
1491
Aviance Capital Partners
Florida
$1.44M -$20.9K -50 -1%
OWA
1492
One Wealth Advisors
California
$1.44M +$373K +890 +36%
CW
1493
Cabot-Wellington
Massachusetts
$1.44M
PWW
1494
Pettyjohn Wood & White
Virginia
$1.43M -$23K -55 -2%
SFP
1495
Shepherd Financial Partners
Massachusetts
$1.43M -$17.6K -42 -1%
CIC
1496
Cutler Investment Counsel
Oregon
$1.42M -$620K -1,480 -31%
AWM
1497
Apollon Wealth Management
South Carolina
$1.41M -$51.9K -124 -4%
TK
1498
TIAA Kaspick
Massachusetts
$1.41M +$1.37M +3,277 New
CFS
1499
Cannon Financial Strategists
Georgia
$1.4M -$59.1K -141 -4%
LA
1500
Legacy Advisors
Pennsylvania
$1.4M

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.