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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
CCM
1551
Coe Capital Management
Illinois
$1.24M -$15.5K -37 -1%
PP
1552
Prosperity Planning
Missouri
$1.24M -$67.9K -162 -5%
BHBT
1553
Burke & Herbert Bank & Trust
Virginia
$1.24M +$153K +365 +15%
PFM
1554
Peak Financial Management
Massachusetts
$1.23M -$61.2K -146 -5%
CDH
1555
Charles D. Hyman
$1.23M
FAM
1556
Formidable Asset Management
Ohio
$1.22M -$967K -2,309 -45%
PP
1557
Patron Partners
Texas
$1.22M +$930K +2,220 +362%
Simplex Trading
1558
Simplex Trading
Illinois
$1.22M +$912K +2,176 +333%
LC
1559
Lincoln Capital
Nebraska
$1.22M +$391K +934 +49%
AWM
1560
Altium Wealth Management
New York
$1.21M -$45.2K -108 -4%
PTC
1561
Philadelphia Trust Company
Pennsylvania
$1.21M
BC
1562
Burleson & Co
California
$1.2M -$526K -1,255 -31%
IWA
1563
Intercontinental Wealth Advisors
Texas
$1.2M
RFWA
1564
RPg Family Wealth Advisory
Massachusetts
$1.2M +$1.17M +2,793 New
BFA
1565
Brown Financial Advisory
Alabama
$1.2M -$21.4K -51 -2%
LNWWM
1566
Laird Norton Wetherby Wealth Management
California
$1.2M +$163K +390 +16%
BMWM
1567
Brown Miller Wealth Management
Virginia
$1.19M +$65.3K +156 +6%
MGI
1568
MayTech Global Investments
New York
$1.19M +$1.16M +2,764 New
PL
1569
Parthenon LLC
Kentucky
$1.18M -$7.54K -18 -0.6%
AIM
1570
Axiom Investment Management
New York
$1.18M
Toronto Dominion Bank
1571
Toronto Dominion Bank
Ontario, Canada
$1.18M
LWANC
1572
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.18M +$610K +1,455 +113%
CW
1573
Connectus Wealth
Ohio
$1.18M -$88.8K -212 -7%
TFA
1574
Teamwork Financial Advisors
Texas
$1.18M -$24.7K -59 -2%
EHC
1575
Everett Harris & Co
California
$1.18M -$136K -325 -11%

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.