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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
FM
1851
Foster & Motley
Ohio
$577K +$130K +311 +30%
FWI
1852
Facet Wealth Inc
Maryland
$573K -$1.68K -4 -0.3%
FFA
1853
Freedman Financial Associates
Massachusetts
$572K +$32.3K +77 +6%
SIM
1854
Sonora Investment Management
Arizona
$568K +$5.45K +13 +1%
GA
1855
GoalVest Advisory
New York
$567K +$54.9K +131 +11%
GCP
1856
GSA Capital Partners
United Kingdom
$567K +$325K +775 +142%
HIS
1857
Harvest Investment Services
Illinois
$566K -$13.4K -32 -2%
CAM
1858
Cozad Asset Management
Illinois
$566K +$112K +268 +26%
BB
1859
Bell Bank
North Dakota
$564K
TC
1860
Tenret Company
Florida
$562K +$548K +1,307 New
OWA
1861
Octavia Wealth Advisors
Ohio
$560K +$28.9K +69 +6%
AC
1862
Apella Capital
Connecticut
$560K +$108K +258 +25%
CANC
1863
Culbertson A N & Co
Virginia
$552K
WA1
1864
Wimmer Associates 1
California
$552K
FNT
1865
First Nebraska Trust
Nebraska
$547K +$123K +294 +30%
CWAG
1866
Compton Wealth Advisory Group
Virginia
$546K +$1.68K +4 +0.3%
BFM
1867
Boston Financial Management
Massachusetts
$540K +$159K +379 +43%
TPA
1868
Trivium Point Advisory
Connecticut
$539K -$163K -390 -24%
MLL
1869
Moody Lynn & Lieberson
Massachusetts
$539K
CA
1870
Cambridge Advisors
Nebraska
$538K -$21.4K -51 -4%
AP
1871
Arlington Partners
Alabama
$537K -$106K -253 -17%
LWMT
1872
Legacy Wealth Management (Tennessee)
Tennessee
$534K +$82.9K +198 +19%
HFS
1873
Haverford Financial Services
Pennsylvania
$527K
MA
1874
MONECO Advisors
Connecticut
$526K -$167K -398 -25%
ST
1875
Spinnaker Trust
Maine
$524K +$172K +411 +51%

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.