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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
BRA
1751
Biechele Royce Advisors
Indiana
$722K -$134K -320 -16%
BA
1752
Bridgewater Advisors
New York
$716K -$64.5K -154 -8%
TNBTD
1753
Trustmark National Bank Trust Department
Mississippi
$712K -$68.7K -164 -9%
BMC
1754
Benin Management Corp
Connecticut
$712K +$98.4K +235 +17%
ME
1755
McIlrath & Eck
Washington
$711K -$3.35K -8 -0.5%
SW
1756
SkyOak Wealth
Michigan
$709K
AW
1757
Avion Wealth
Texas
$707K -$107K -256 -13%
HFAS
1758
Hummer Financial Advisory Services
Illinois
$707K
PMG
1759
ProVise Management Group
Florida
$704K +$69.5K +166 +11%
PP
1760
Pacifica Partners
Canada
$702K -$413K -987 -38%
AWA
1761
AmeriServ Wealth Advisors
Pennsylvania
$700K -$37.7K -90 -5%
LWA
1762
Lenox Wealth Advisors
New York
$700K -$36.4K -87 -5%
CS
1763
Cannell & Spears
New York
$699K
HC
1764
Hamilton Capital
Ohio
$697K
HFG
1765
Heron Financial Group
New York
$697K +$21.4K +51 +3%
CMBA
1766
C.M. Bidwell & Associates
Hawaii
$696K -$2.07M -4,930 -75%
CIP
1767
Chartwell Investment Partners
Pennsylvania
$695K
NSB
1768
Norway Savings Bank
Maine
$693K
MFS
1769
Madrona Financial Services
Washington
$692K -$226K -539 -25%
IFS
1770
Ifrah Financial Services
Arkansas
$691K -$26K -62 -4%
SFWA
1771
Summit Financial Wealth Advisors
Louisiana
$690K -$43.1K -103 -6%
Wealthfront Advisers
1772
Wealthfront Advisers
California
$684K +$137K +327 +26%
FP
1773
Financial Perspectives
Minnesota
$683K -$253M -604,996 -100%
SHWM
1774
Smith & Howard Wealth Management
Georgia
$682K -$8.38K -20 -1%
IPW
1775
Inlet Private Wealth
Florida
$679K

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.