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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
MIC
1776
Means Investment Company
Maine
$675K +$1.68K +4 +0.3%
MWM
1777
Meridian Wealth Management
Kentucky
$675K +$37.3K +89 +6%
AIA
1778
Armor Investment Advisors
North Carolina
$675K +$96.8K +231 +17%
MA
1779
MJP Associates
Connecticut
$669K +$36K +86 +6%
LBA
1780
Lowell Blake & Associates
Massachusetts
$668K +$651K +1,553 New
TFA
1781
TPG Financial Advisors
Oregon
$666K
LJHT
1782
Laurie J. Hall Trustee
$665K -$6.28K -15 -1%
DCM
1783
Donaldson Capital Management
Indiana
$663K +$1.68K +4 +0.3%
PFM
1784
Patton Fund Management
Texas
$662K +$296K +706 +85%
GIA
1785
Gateway Investment Advisers
Ohio
$661K
CBB
1786
Citizens Business Bank
California
$660K -$94.3K -225 -13%
VAG
1787
VisionPoint Advisory Group
Texas
$658K -$109K -261 -15%
BMA
1788
Brooks Moore & Associates
Tennessee
$656K -$16.3K -39 -2%
WWM
1789
WT Wealth Management
Arizona
$656K +$3.35K +8 +0.5%
Members Trust
1790
Members Trust
Florida
$654K +$401K +957 +169%
BSI
1791
Bennett Selby Investments
Maine
$653K -$10.5K -25 -2%
GWM
1792
Greenwich Wealth Management
Connecticut
$650K -$10.5K -25 -2%
EP
1793
Eudaimonia Partners
Tennessee
$647K +$43.6K +104 +7%
FA
1794
Faithward Advisors
Pennsylvania
$645K -$71.2K -170 -10%
SNB
1795
Security National Bank
Nebraska
$645K +$20.5K +49 +3%
WA
1796
Wambolt & Associates
Colorado
$643K +$89.2K +213 +17%
Legal & General Group
1797
Legal & General Group
United Kingdom
$643K +$136K +325 +28%
WA
1798
Wealthstar Advisors
Texas
$643K +$628K +1,498 New
BFA
1799
Bragg Financial Advisors
North Carolina
$642K
CNBT
1800
Cornerstone National Bank & Trust
Illinois
$642K

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.