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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
IFG
1601
Investors Financial Group
Minnesota
$1.1M +$22.6K +54 +2%
FA
1602
Financial Advisors
Massachusetts
$1.1M +$97.6K +233 +10%
MCM
1603
Mengis Capital Management
Oregon
$1.1M +$106K +252 +11%
BA
1604
Bridge Advisory
California
$1.09M +$15.1K +36 +1%
BFS
1605
Bradley Foster & Sargent
Connecticut
$1.08M -$19.7K -47 -2%
SWK
1606
Stephen W. Kidder
$1.07M -$41.9K -100 -4%
LCC
1607
Lincoln Capital Corp
Rhode Island
$1.07M -$148K -353 -12%
IWA
1608
Inspirion Wealth Advisors
Illinois
$1.07M -$6.7K -16 -0.6%
RP
1609
Reinhart Partners
Wisconsin
$1.07M -$74.1K -177 -7%
PL
1610
Plancorp LLC
Missouri
$1.07M +$19.3K +46 +2%
SVCP
1611
Silicon Valley Capital Partners
California
$1.07M +$739K +1,763 +241%
RH
1612
RFG Holdings
Texas
$1.07M +$134K +321 +15%
NOI
1613
Newton One Investments
Delaware
$1.07M +$6.28K +15 +0.6%
TPCM
1614
Three Peaks Capital Management
Colorado
$1.06M
TCMP
1615
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.06M -$61.2K -146 -6%
MWM
1616
Minot Wealth Management
Massachusetts
$1.06M +$528K +1,260 +108%
OR
1617
Olympiad Research
Connecticut
$1.06M +$801K +1,913 +344%
BF
1618
Blankinship & Foster
California
$1.06M -$134K -320 -12%
SWM
1619
SeaCrest Wealth Management
New York
$1.06M -$3.35K -8 -0.3%
AIA
1620
Angeles Investment Advisors
California
$1.05M
GHA
1621
GW Henssler & Associates
Georgia
$1.05M +$1.68K +4 +0.2%
CAAS
1622
Capital Asset Advisory Services
Michigan
$1.05M +$9.63K +23 +1%
WFA
1623
Wipfli Financial Advisors
Wisconsin
$1.04M -$82.5K -197 -8%
BDFN
1624
Bond & Devick Financial Network
Minnesota
$1.04M +$23K +55 +2%
BFC
1625
Blue Fin Capital
Rhode Island
$1.04M +$26.4K +63 +3%

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.