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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
HWA
2001
Hilltop Wealth Advisors
North Carolina
$352K
CCM
2002
Crossvault Capital Management
Texas
$350K
EIA
2003
Edgemoor Investment Advisors
Maryland
$350K
MAM
2004
Meeder Asset Management
Ohio
$350K +$105K +251 +45%
SAM
2005
Seelaus Asset Management
New Jersey
$348K
SIM
2006
Sadoff Investment Management
Wisconsin
$346K -$41.9K -100 -11%
FNBOMD
2007
First National Bank of Mount Dora
Florida
$344K
NCM
2008
Neumann Capital Management
California
$344K
MRCM
2009
M&R Capital Management
New Jersey
$343K +$335K +800 New
CNB
2010
Camden National Bank
Maine
$342K +$42.3K +101 +15%
AP
2011
Atwood & Palmer
Missouri
$341K -$241K -576 -42%
ZIG
2012
Zuckerman Investment Group
Illinois
$340K
FEM
2013
Fulcrum Equity Management
Texas
$339K +$331K +789 New
KCM
2014
Kathmere Capital Management
Pennsylvania
$335K
MIP
2015
Marietta Investment Partners
Wisconsin
$335K +$327K +780 New
SKK
2016
Shepherd Kaplan Krochuk
Massachusetts
$334K
OSAM
2017
O'Shaughnessy Asset Management
Connecticut
$334K +$181K +433 +126%
WAM
2018
WealthTrust Asset Management
Florida
$330K +$321K +766 New
Canada Life
2019
Canada Life
Manitoba, Canada
$329K -$448K -1,070 -58%
HIS
2020
Horizon Investment Services
Indiana
$327K
SWM
2021
Shakespeare Wealth Management
Wisconsin
$324K
ANBT
2022
American National Bank & Trust
Texas
$321K -$1.68K -4 -0.5%
CCP
2023
Clarkston Capital Partners
Michigan
$319K -$165K -395 -35%
AHB
2024
Abner Herrman & Brock
New Jersey
$319K -$33.5K -80 -10%
CCM
2025
Cribstone Capital Management
Maine
$319K

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.