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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
BIA
1801
Biondo Investment Advisors
Pennsylvania
$640K
CSIA
1802
Charles Schwab Investment Advisory
California
$639K -$219K -522 -26%
FRA
1803
Front Row Advisors
California
$637K -$9.63K -23 -2%
RAM
1804
Riggs Asset Management
Pennsylvania
$635K +$179K +428 +41%
JWS
1805
Juncture Wealth Strategies
Arizona
$635K +$598K +1,428 New
MBTD
1806
Mechanics Bank - Trust Department
California
$633K -$10.5K -25 -2%
WIC
1807
Woodmont Investment Counsel
Tennessee
$632K +$202K +483 +49%
WLIM
1808
White Lighthouse Investment Management
Massachusetts
$630K -$17.2K -41 -3%
FNBOO
1809
First National Bank of Omaha
Nebraska
$629K
PSC
1810
Prentiss Smith & Co
Vermont
$628K
PT
1811
Plimoth Trust
Massachusetts
$627K -$4.19K -10 -0.7%
TI
1812
Trexquant Investment
Connecticut
$627K +$166K +397 +37%
RFN
1813
RDA Financial Network
Iowa
$626K -$163K -388 -21%
Kovitz Investment Group Partners
1814
Kovitz Investment Group Partners
Illinois
$626K -$85.5K -204 -12%
PS
1815
Planned Solutions
California
$626K +$610K +1,457 New
Invesco
1816
Invesco
Georgia
$623K -$199K -474 -25%
W
1817
WealthOne
New York
$623K -$69.5K -166 -10%
ISL
1818
Ingalls & Snyder LLC
New York
$623K +$10.9K +26 +2%
CHA
1819
Carmichael Hill & Associates
Maryland
$622K +$6.7K +16 +1%
NS
1820
Newman & Schimel
Illinois
$619K +$91.3K +218 +18%
AAIM
1821
Asset Advisors Investment Management
Georgia
$617K
CCT
1822
Capital City Trust
Florida
$617K
RFA
1823
Reilly Financial Advisors
California
$617K +$419 +1 +0.1%
GWM
1824
GSB Wealth Management
Connecticut
$615K -$46.5K -111 -7%
AII
1825
AGF Investments Inc
Ontario, Canada
$611K -$75.3M -179,676 -99%

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.