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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
HFA
1651
Hoover Financial Advisors
Pennsylvania
$960K +$6.7K +16 +0.7%
KAH
1652
Kathryn A. Hall
$952K
KP
1653
Keel Point
Alabama
$948K +$111K +265 +14%
PAMG
1654
Patton Albertson Miller Group
Tennessee
$947K -$28.5K -68 -3%
AP
1655
Adero Partners
California
$946K
1SB
1656
1ST Source Bank
Indiana
$942K +$15.9K +38 +2%
SMA
1657
Sage Mountain Advisors
Georgia
$941K +$305K +727 +50%
BWAM
1658
Boyd Watterson Asset Management
Ohio
$939K
HWM
1659
Hohimer Wealth Management
Washington
$937K +$55.3K +132 +6%
CM
1660
Columbus Macro
Pennsylvania
$933K +$909K +2,170 New
RA
1661
Rodgers & Associates
Pennsylvania
$927K +$6.28K +15 +0.7%
RPG
1662
Resource Planning Group
Georgia
$921K +$356K +851 +66%
KPCM
1663
Kings Point Capital Management
New York
$919K
LC
1664
LCNB Corp
Ohio
$917K -$4.19K -10 -0.5%
ODG
1665
O'Dell Group
Ohio
$913K +$151K +361 +20%
EGWAG
1666
Elwood & Goetz Wealth Advisory Group
Georgia
$912K +$15.1K +36 +2%
GD
1667
Grandfield & Dodd
New York
$910K
CCM
1668
Carlson Capital Management
Minnesota
$907K -$85.5K -204 -9%
ACI
1669
AMP Capital Investors
Australia
$901K -$4.98M -11,886 -85%
GAM
1670
Griffin Asset Management
New York
$895K +$22.2K +53 +3%
ACP
1671
Ashfield Capital Partners
California
$895K +$26K +62 +3%
ISB
1672
Iowa State Bank
Iowa
$894K -$17.2K -41 -2%
TFGT
1673
TS Financial Group (TSFG)
Illinois
$891K +$12.1K +29 +1%
First Manhattan
1674
First Manhattan
New York
$888K -$11.3K -27 -1%
HCA
1675
Horan Capital Advisors
Ohio
$883K -$63.7K -152 -7%

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.