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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
SFP
1901
Strategic Financial Planning
Texas
$494K
TAM
1902
Tocqueville Asset Management
New York
$494K +$115K +275 +32%
BDWM
1903
Brewin Dolphin Wealth Management
Ireland
$492K +$479K +1,144 New
DDC
1904
DF Dent & Co
Maryland
$491K -$172K -410 -26%
SBF
1905
Sara-Bay Financial
Florida
$491K +$14.7K +35 +3%
CCG
1906
Chatham Capital Group
Georgia
$490K
TC
1907
Tatro Capital
Kentucky
$490K
JFS
1908
JD Financial Services
Pennsylvania
$487K -$225K -538 -32%
BP
1909
BBR Partners
New York
$487K
TAM
1910
Taurus Asset Management
New York
$486K
BCMO
1911
Buckingham Capital Management (Ohio)
Ohio
$483K -$29.3K -70 -6%
KFS
1912
Kurt F. Somerville
$483K
TAM
1913
Townsend Asset Management
North Carolina
$483K +$419 +1 +0.1%
Luther King Capital Management (LKCM)
1914
Luther King Capital Management (LKCM)
Texas
$480K
SW
1915
SlateStone Wealth
Florida
$479K
MG
1916
MilWealth Group
Wisconsin
$479K
PWA
1917
Providence Wealth Advisors
Illinois
$476K -$12.6K -30 -3%
LWP
1918
Legacy Wealth Planning
Nevada
$476K
SC
1919
Searle & Co
Connecticut
$476K
LRPA
1920
L. Roy Papp & Associates
Arizona
$474K +$419 +1 +0.1%
PWP
1921
Principle Wealth Partners
Connecticut
$472K +$1.26K +3 +0.3%
CAMG
1922
CWA Asset Management Group
Florida
$472K +$13K +31 +3%
IC
1923
Inscription Capital
Texas
$472K +$460K +1,097 New
HIMC
1924
Heritage Investors Management Corp
Maryland
$469K -$8.38K -20 -2%
ACM
1925
Alpha Capital Management
Texas
$468K -$106K -252 -19%

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.