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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
ZIG
1926
Zurich Insurance Group
Switzerland
$467K
NFG
1927
Northeast Financial Group
Pennsylvania
$463K
DI
1928
DFPG Investments
Utah
$461K +$21.4K +51 +5%
PCM
1929
Pointe Capital Management
Michigan
$460K
SWA
1930
Sutton Wealth Advisors
Florida
$458K +$14.2K +34 +3%
OBGC
1931
O'Brien Greene & Co
Pennsylvania
$457K -$194K -462 -30%
MAM
1932
McLean Asset Management
Virginia
$457K
SDWIA
1933
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$457K
WFAG
1934
Wescott Financial Advisory Group
Pennsylvania
$456K +$433K +1,034 New
HCMG
1935
Howard Capital Management Group
California
$455K -$11.7K -28 -3%
MWM
1936
Moulton Wealth Management
Washington
$452K -$1.64M -3,904 -79%
RP
1937
Riverbridge Partners
Minnesota
$451K +$12.1K +29 +3%
AWP
1938
Abacus Wealth Partners
California
$450K +$439K +1,047 New
PHS
1939
Pekin Hardy Strauss
Illinois
$447K -$120K -286 -22%
RPSA
1940
Richard P. Slaughter Associates
Texas
$447K -$30.2K -72 -6%
SHA
1941
Seneca House Advisors
Virginia
$447K +$2.51K +6 +0.6%
WW
1942
Westshore Wealth
California
$446K
LC
1943
Lindbrook Capital
California
$442K
FAN
1944
Financial Advisors Network
California
$441K -$7.54K -18 -2%
FPB
1945
First PREMIER Bank
South Dakota
$441K
CC
1946
Callan Capital
California
$439K
FFWM
1947
Future Financial Wealth Management
Ohio
$439K
LJAC
1948
L.J. Altfest & Co
New York
$439K +$838 +2 +0.2%
BC
1949
Brio Consultants
California
$436K -$36K -86 -8%
AA
1950
Auxano Advisors
Washington
$435K -$11.7K -28 -3%

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.