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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
PFBT
1626
Parkside Financial Bank & Trust
Missouri
$1.03M -$3.35K -8 -0.3%
SAA
1627
Southeast Asset Advisors
Georgia
$1.03M -$80.8K -193 -7%
NIM
1628
Nicollet Investment Management
Minnesota
$1.03M +$5.87K +14 +0.6%
ECG
1629
EPIQ Capital Group
California
$1.03M
SAM
1630
Sompo Asset Management
Japan
$1.03M +$416K +994 +71%
CHP
1631
Cable Hill Partners
Oregon
$1.01M +$54K +129 +6%
QA
1632
Quantitative Advantage
Minnesota
$1.01M +$988K +2,358 New
CAN
1633
Claraphi Advisory Network
United States
$1.01M +$82.5K +197 +9%
SFA
1634
Seneca Financial Advisors
New York
$1.01M +$2.51K +6 +0.3%
FF
1635
FourThought Financial
Florida
$1M +$426K +1,017 +77%
APA
1636
Allegiant Private Advisors
Florida
$1M +$419 +1 +0%
BFWA
1637
Benchmark Financial Wealth Advisors
Florida
$1M +$16.8K +40 +2%
KTC
1638
Kistler-Tiffany Companies
Pennsylvania
$998K -$20.1K -48 -2%
FMI
1639
F/M Investments
District of Columbia
$993K -$26.4K -63 -3%
BWM
1640
Birchcreek Wealth Management
Ohio
$987K -$7.54K -18 -0.8%
Financial Engines Advisors
1641
Financial Engines Advisors
California
$986K +$35.2K +84 +4%
QAM
1642
QCI Asset Management
New York
$981K +$1.68K +4 +0.2%
RB
1643
Renasant Bank
Mississippi
$975K +$10.5K +25 +1%
VNIM
1644
Vaughan Nelson Investment Management
Texas
$974K -$199K -475 -17%
GPC
1645
Garrison Point Capital
California
$974K +$5.87K +14 +0.6%
WCM
1646
Weik Capital Management
Pennsylvania
$972K -$81.7K -195 -8%
FWM
1647
Focused Wealth Management
New York
$970K -$13.4K -32 -1%
EDRH
1648
Edmond de Rothschild Holding
Switzerland
$969K +$62.8K +150 +7%
CAL
1649
Capital Advisors Ltd
Ohio
$967K -$1.15M -2,739 -55%
VST
1650
Van Strum & Towne
California
$965K

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.