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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
SEEDPG
1951
S.E.E.D. Planning Group
New York
$434K -$9.22K -22 -2%
VPIM
1952
Vanguard Personalized Indexing Management
California
$434K +$41.9K +100 +11%
OHIS
1953
Oak Harvest Investment Services
Texas
$433K -$3.35K -8 -0.8%
BMD
1954
Better Money Decisions
New Mexico
$433K +$838 +2 +0.2%
KCPG
1955
Kavar Capital Partners Group
Kansas
$432K +$48.2K +115 +13%
MAS
1956
Madden Advisory Services
Florida
$431K +$28.9K +69 +7%
FGAM
1957
Financial Gravity Asset Management
Texas
$430K -$39.8K -95 -90%
EB
1958
Eastern Bank
Massachusetts
$430K
CPW
1959
Catalyst Private Wealth
California
$429K -$102K -244 -20%
PCH
1960
PGIM Custom Harvest
New Jersey
$429K +$418K +997 New
WWM
1961
Wolff Wiese Magana
California
$425K +$101K +242 +32%
AIM
1962
AMI Investment Management
Indiana
$424K
CST
1963
Charles Schwab Trust
Nevada
$423K -$39.4K -94 -9%
GC
1964
Garde Capital
Washington
$421K -$838 -2 -0.2%
CPA
1965
Clear Perspective Advisors
Illinois
$417K -$2.51K -6 -0.6%
TCM
1966
Tuttle Capital Management
Connecticut
$415K -$7.72M -18,440 -95%
BRWM
1967
B. Riley Wealth Management
Tennessee
$415K
ST
1968
Sabal Trust
Florida
$408K
WA
1969
WESPAC Advisors
California
$407K +$167K +399 +73%
ONST
1970
Old North State Trust
North Carolina
$406K
WAS
1971
Wealth Advisory Solutions
Indiana
$406K +$396K +945 New
FFG
1972
Fullen Financial Group
Ohio
$404K -$61.2K -146 -13%
TPW
1973
TL Private Wealth
Texas
$398K -$15.1K -36 -4%
BFS
1974
Beacon Financial Strategies
North Carolina
$398K +$387K +925 New
FANJ
1975
Financial Architects (New Jersey)
New Jersey
$396K +$6.28K +15 +2%

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.