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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
PIFP
1876
Partners in Financial Planning
Virginia
$518K +$505K +1,205 New
EWA
1877
ERTS Wealth Advisors
Michigan
$518K -$35.6K -85 -7%
MCP
1878
Mirador Capital Partners
California
$517K -$54.9K -131 -10%
HCM
1879
HMS Capital Management
Tennessee
$517K +$46.9K +112 +10%
FAM
1880
Fenimore Asset Management
New York
$516K
FCM
1881
Firestone Capital Management
Florida
$516K +$2.93K +7 +0.6%
APWA
1882
Atlas Private Wealth Advisors
New Jersey
$516K +$31K +74 +7%
HTHT
1883
Hemenway Trust Hemenway Trust
New Hampshire
$513K +$132K +315 +36%
ACM
1884
Ategra Capital Management
Virginia
$511K +$13.4K +32 +3%
TCOO
1885
Trust Company of Oklahoma
Oklahoma
$510K
ADIM
1886
Alpha DNA Investment Management
Maryland
$510K +$49.4K +118 +11%
HCIA
1887
Hochman Cole Investment Advisors
Illinois
$510K +$62.8K +150 +14%
SIA
1888
Strategic Investment Advisors
Michigan
$509K -$134K -320 -21%
MPIA
1889
Mountain Pacific Investment Advisers
Idaho
$509K
WFC
1890
Western Financial Corp
California
$509K +$496K +1,185 New
WCFA
1891
Walkner Condon Financial Advisors
Wisconsin
$508K -$2.1K -5 -0.4%
PS
1892
Portfolio Strategies
New York
$508K
SCM
1893
Seascape Capital Management
New Hampshire
$507K +$838 +2 +0.2%
DC
1894
Defender Capital
North Carolina
$506K +$1.26K +3 +0.3%
OCM
1895
Oakwood Capital Management
California
$506K +$113K +270 +30%
WF
1896
WoodTrust Financial
Wisconsin
$505K
RW
1897
REDW Wealth
New Mexico
$504K -$46.9K -112 -9%
CA
1898
Claro Advisors
Massachusetts
$504K +$2.1K +5 +0.4%
BFG
1899
Bouchey Financial Group
New York
$499K
BO
1900
Bank OZK
Arkansas
$496K -$62K -148 -11%

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.