We are live on ! Find out more
IVV icon

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
ACM
1701
Azimuth Capital Management
Michigan
$818K
NRI
1702
NFP Retirement Inc
California
$818K +$397K +948 +99%
FVCM
1703
F&V Capital Management
Florida
$817K -$4.19K -10 -0.5%
DS
1704
Dudley & Shanley
Florida
$814K
CAM
1705
Close Asset Management
United Kingdom
$813K -$245K -585 -24%
I2I
1706
Insight 2811 Inc
Illinois
$813K +$136K +324 +21%
ACS
1707
Archford Capital Strategies
Illinois
$812K +$539K +1,287 +214%
ECM
1708
Elgethun Capital Management
South Dakota
$811K -$3.77K -9 -0.5%
BFG
1709
Berger Financial Group
Minnesota
$810K +$80.4K +192 +11%
APW
1710
Aurora Private Wealth
New Jersey
$806K +$66.6K +159 +9%
RAM
1711
Redmond Asset Management
Virginia
$804K +$10.1K +24 +1%
AA
1712
Addison Advisors
Vermont
$802K +$781K +1,865 New
NL
1713
Navalign LLC
California
$801K -$329K -786 -30%
MHIC
1714
Marble Harbor Investment Counsel
Massachusetts
$801K
FNC
1715
First National Corp
Massachusetts
$800K -$44.8K -107 -4%
JWM
1716
JGP Wealth Management
Oregon
$798K +$149K +356 +24%
CNFG
1717
Creegan & Nassoura Financial Group
New Hampshire
$795K
TCCM
1718
Timber Creek Capital Management
Massachusetts
$791K -$12.1K -29 -2%
HWA
1719
HHM Wealth Advisors
Tennessee
$791K
BP
1720
BCK Partners
New York
$790K
FBT
1721
First Bank & Trust
South Dakota
$790K
CAI
1722
Capital Advisors Inc
Oklahoma
$783K +$79.6K +190 +12%
RF
1723
RHS Financial
California
$780K +$759K +1,813 New
CNC
1724
Citizens & Northern Corp
Pennsylvania
$778K -$53.2K -127 -7%
WIA
1725
Westbourne Investment Advisors
Maryland
$777K -$33.1K -79 -4%

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.