We are live on ! Find out more
IVV icon

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
CAN
176
Cetera Advisor Networks
California
$110M -$7.58M -18,089 -7%
TIA
177
Traphagen Investment Advisors
New Jersey
$109M -$1.06M -2,536 -1%
SWM
178
Spire Wealth Management
Virginia
$108M -$2.39M -5,701 -2%
GC
179
Grimes & Company
Massachusetts
$106M +$4.75M +11,333 +5%
HW
180
Hancock Whitney
Mississippi
$105M -$1.73M -4,122 -2%
TI
181
Truepoint Inc
Ohio
$104M +$94.5M +225,674 +1,344%
RWP
182
RWA Wealth Partners
Massachusetts
$104M +$12.5M +29,783 +14%
RI
183
RPTC Inc
Wyoming
$103M +$229K +546 +0.2%
BCM
184
Brookstone Capital Management
Illinois
$102M +$27.2M +64,930 +38%
HFBOT
185
Home Federal Bank of Tennessee
Tennessee
$102M +$900K +2,149 +0.9%
SIRP
186
Shelter Insurance Retirement Plan
Missouri
$101M +$98.2M +234,452 New
AWC
187
Abundance Wealth Counselors
Pennsylvania
$100M -$16M -38,110 -14%
MA
188
MUFG Americas
New York
$100M -$2.72M -6,490 -3%
FSWA
189
Financial Synergies Wealth Advisors
Texas
$99.8M +$1.96M +4,689 +2%
GWM
190
Geneos Wealth Management
Colorado
$99.6M -$6.86M -16,367 -7%
MIH
191
Meitav Investment House
Israel
$99.4M +$60.1M +143,523 +164%
CB
192
Commerce Bank
Missouri
$99.4M -$152K -362 -0.2%
BSB
193
Bangor Savings Bank
Maine
$98.1M +$1.78M +4,251 +2%
SC
194
Soundwatch Capital
Connecticut
$98M -$2.21M -5,265 -2%
CFIA
195
Cantor Fitzgerald Investment Advisors
New York
$97.9M +$7.32M +17,481 +8%
MFS
196
McNamara Financial Services
Massachusetts
$97.8M +$2.71M +6,478 +3%
GT
197
Glenview Trust
Kentucky
$97M +$1.91M +4,556 +2%
PP
198
Pegasus Partners
Wisconsin
$96.9M +$2.54M +6,056 +3%
SIMM
199
Stillwater Investment Management (Minnesota)
Minnesota
$95M +$2.54M +6,068 +3%
SPP
200
Single Point Partners
Massachusetts
$93.9M +$7.14M +17,040 +8%

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.