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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
TCBWMS
1526
Texas Capital Bank Wealth Management Services
Texas
$1.32M +$114K +271 +10%
HCA
1527
Harbour Capital Advisors
Virginia
$1.31M +$222K +531 +21%
NHC
1528
Nicholas Hoffman & Company
Georgia
$1.31M -$116K -278 -8%
LBD
1529
Landsberg Bennett & Dubbaneh
Florida
$1.31M +$104K +248 +9%
WAOTB
1530
Wealth Advisors of Tampa Bay
Florida
$1.3M -$118K -282 -9%
LPIC
1531
LeJeune Puetz Investment Counsel
Michigan
$1.3M -$16.8K -40 -1%
CFD
1532
Creative Financial Designs
Indiana
$1.29M +$78.3K +187 +7%
GI
1533
Gradient Investments
Minnesota
$1.29M -$105K -251 -8%
JLBC
1534
J.L. Bainbridge & Co
Florida
$1.29M
MCM
1535
Murphy Capital Management
New Jersey
$1.28M +$232K +555 +23%
CCM
1536
Crew Capital Management
Ohio
$1.28M -$26.4K -63 -2%
CIAS
1537
CBIZ Investment Advisory Services
Ohio
$1.28M
AIA
1538
Arbor Investment Advisors
North Carolina
$1.28M +$1.68K +4 +0.1%
AIM
1539
Alhambra Investment Management
Florida
$1.28M -$142K -338 -10%
GC
1540
Gratus Capital
Georgia
$1.27M +$73.3K +175 +6%
CFA
1541
CWS Financial Advisors
Michigan
$1.27M +$41.9K +100 +3%
REMPR
1542
Roof Eidam Maycock Peralta (REMP)
California
$1.27M +$1.24M +2,952 New
MAM
1543
MMA Asset Management
Pennsylvania
$1.27M +$64.5K +154 +6%
CB
1544
CNB Bank
Pennsylvania
$1.26M +$838 +2 +0.1%
PA
1545
Parkside Advisors
California
$1.26M
LOPW
1546
Live Oak Private Wealth
North Carolina
$1.25M +$814K +1,942 +200%
SWM
1547
Sugarloaf Wealth Management
Georgia
$1.25M -$4.35M -10,388 -78%
RC
1548
Randolph Company
Ohio
$1.25M +$77.1K +184 +7%
ACP
1549
Arcus Capital Partners
Georgia
$1.25M -$15.9K -38 -1%
SCM
1550
Southport Capital Management
Tennessee
$1.24M -$106K -252 -8%

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.