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
BW
1501
Bison Wealth
Georgia
$1.39M -$8.38K -20 -0.6%
KCM
1502
Kornitzer Capital Management
Kansas
$1.39M +$580K +1,384 +75%
EGA
1503
E&G Advisors
Texas
$1.38M -$1.6M -3,819 Closed
KLCM
1504
KG&L Capital Management
Louisiana
$1.38M -$21.4K -51 -2%
WLPWM
1505
Walled Lake Planning & Wealth Management
Illinois
$1.38M +$26.8K +64 +2%
NEWAS
1506
N.E.W. Advisory Services
Wisconsin
$1.38M -$306K -731 -19%
PCMC
1507
Private Capital Management (Colorado)
Colorado
$1.37M -$9.63K -23 -0.7%
FPWM
1508
FSB Premier Wealth Management
Iowa
$1.37M -$674K -1,610 -34%
SAM
1509
Summit Asset Management
Tennessee
$1.37M -$31.4K -75 -2%
DLCIG
1510
D.L. Carlson Investment Group
New Hampshire
$1.37M
CWM
1511
Cabot Wealth Management
Massachusetts
$1.37M -$119K -284 -8%
B
1512
Bellecapital
Switzerland
$1.37M
CBT
1513
Capital Bank & Trust
California
$1.36M -$190K -454 -13%
BCM
1514
Brookmont Capital Management
Texas
$1.36M +$41.9K +100 +3%
XS
1515
XR Securities
Illinois
$1.36M +$1.32M +3,157 New
FBFS
1516
First Business Financial Services
Wisconsin
$1.36M
CA
1517
Corrado Advisors
New Jersey
$1.35M +$6.28K +15 +0.5%
TA
1518
TrueWealth Advisors
Alabama
$1.35M +$224K +534 +20%
SCI
1519
Stableford Capital II
Arizona
$1.35M +$313K +747 +31%
SIS
1520
SVB Investment Services
Utah
$1.34M +$64.5K +154 +5%
SFG
1521
Sowa Financial Group
Rhode Island
$1.33M +$99.3K +237 +8%
TF
1522
TRH Financial
Iowa
$1.33M +$3.35K +8 +0.3%
MFG
1523
MidWestOne Financial Group
Iowa
$1.33M -$108K -257 -8%
TCOT
1524
Trust Company of Toledo
Ohio
$1.32M -$10.1K -24 -0.8%
RG
1525
Rathbones Group
United Kingdom
$1.32M

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.