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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
AWA
1976
ARS Wealth Advisors
Florida
$390K
FWM
1977
Foresight Wealth Management
Utah
$389K -$13.4K -32 -3%
TW
1978
TrinityPoint Wealth
Connecticut
$387K -$419 -1 -0.1%
LDB
1979
Lee, Danner & Bass
Tennessee
$385K -$136K -325 -27%
CFFP
1980
Center for Financial Planning
Michigan
$385K -$21.8K -52 -5%
ODIJL
1981
One Day In July LLC
Vermont
$382K -$33.5K -80 -8%
KIG
1982
Kowal Investment Group
Wisconsin
$382K +$48.2K +115 +15%
HDIM
1983
Hanson & Doremus Investment Management
Vermont
$380K
TCM
1984
Tandem Capital Management
New Jersey
$380K
EBSAM
1985
Eubel Brady & Suttman Asset Management
Ohio
$378K -$398K -950 -50%
FSA
1986
Financial Sense Advisors
California
$377K +$131K +312 +55%
CP
1987
Covenant Partners
Tennessee
$376K
MAG
1988
MRA Advisory Group
New Jersey
$373K -$34.4K -82 -9%
CLOS
1989
Compagnie Lombard Odier SCmA
Switzerland
$373K +$364K +868 New
TP
1990
Truvvo Partners
New York
$372K -$17.6K -42 -5%
AW
1991
Alaethes Wealth
Nevada
$370K -$101K -241 -22%
UBG
1992
United Bank (Georgia)
Georgia
$368K
AWM
1993
AllSquare Wealth Management
New York
$365K +$16.8K +40 +5%
DAM
1994
Delta Asset Management
Tennessee
$363K
BIP
1995
Blueprint Investment Partners
North Carolina
$359K +$350K +836 New
IHWM
1996
Iron Horse Wealth Management
Iowa
$357K
BCP
1997
Blue Chip Partners
Michigan
$354K -$114K -273 -25%
RCS
1998
Retirement Capital Strategies
California
$354K
AIM
1999
Avity Investment Management
Connecticut
$353K
SA
2000
Silversage Advisors
California
$352K -$52.4K -125 -13%

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.