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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
PAG
151
Private Advisor Group
New Jersey
$147M -$2.68M -6,409 -2%
CA
152
Cetera Advisors
Colorado
$147M +$5.73M +13,686 +4%
CAL
153
Capital Analysts LLC
Pennsylvania
$141M -$4.43M -10,568 -3%
KIM
154
Karpus Investment Management
New York
$140M +$44.4M +106,096 +48%
WT
155
Whittier Trust
California
$139M +$2.45M +5,842 +2%
DWA
156
Divergent Wealth Advisors
Utah
$133M -$1.17M -2,792 -0.9%
RWM
157
Ritholtz Wealth Management
New York
$130M +$5.47M +13,067 +5%
SPC
158
Sigma Planning Corp
Michigan
$127M +$3.71M +8,847 +3%
EWF
159
Epstein & White Financial
California
$126M +$4.27M +10,183 +4%
PI
160
PFS Investments
Georgia
$125M +$17.6M +42,082 +17%
BOH
161
Bank of Hawaii
Hawaii
$124M -$495K -1,181 -0.4%
PP
162
Prudential plc
United Kingdom
$124M -$17.9M -42,800 -13%
5L
163
55I LLC
Massachusetts
$123M +$16.1M +38,451 +16%
DLIC
164
Daido Life Insurance Company
Japan
$117M
EIG
165
Ellenbecker Investment Group
Wisconsin
$117M +$7.46M +17,819 +7%
NA
166
NewEdge Advisors
Louisiana
$117M +$5.75M +13,718 +5%
VC
167
Vicus Capital
Pennsylvania
$116M +$4.95M +11,815 +5%
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$115M +$4.07M +9,721 +4%
William Blair & Company
169
William Blair & Company
Illinois
$113M +$11.8M +28,196 +12%
GC
170
Gilbert & Cook
Iowa
$113M +$1.34M +3,198 +1%
TF
171
TimeScale Financial
Massachusetts
$113M +$4.19M +10,000 +4%
GFP
172
Gryphon Financial Partners
Ohio
$111M -$377K -901 -0.3%
PIMJS
173
PKO Investment Management Joint-Stock
Poland
$111M +$19.3M +46,065 +22%
CWM
174
Calamos Wealth Management
Illinois
$111M -$17.6M -42,110 -14%
RhumbLine Advisers
175
RhumbLine Advisers
Massachusetts
$110M +$77.3M +184,473 +254%

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.