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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
DWA
2026
Dougherty Wealth Advisers
Minnesota
$319K
PIN
2027
Prudent Investors Network
California
$319K +$59.9K +143 +24%
BHTS
2028
Bar Harbor Trust Services
Maine
$318K -$41.9K -100 -12%
UFF
2029
USA Financial Formulas
Michigan
$318K -$40.6K -97 -12%
SCM
2030
Stonehearth Capital Management
Massachusetts
$317K
PD
2031
Planning Directions
Pennsylvania
$316K -$37.3K -89 -11%
GCP
2032
Gill Capital Partners
Colorado
$316K
WTFG
2033
Wells Trecaso Financial Group
Ohio
$316K
RCM
2034
Radnor Capital Management
Pennsylvania
$315K +$83.8K +200 +38%
JWBC
2035
J.W. Burns & Co
New York
$314K
NFSG
2036
Newbridge Financial Services Group
Florida
$312K +$155K +371 +105%
SEM
2037
Strategic Equity Management
Arizona
$311K +$303K +723 New
DBRC
2038
D.B. Root & Company
Pennsylvania
$310K -$838 -2 -0.3%
FVWA
2039
Foster Victor Wealth Advisors
South Carolina
$310K
G
2040
Gainplan
Michigan
$308K -$101K -241 -25%
TNAM
2041
Terra Nova Asset Management
New York
$307K +$1.26K +3 +0.4%
TW
2042
Towerpoint Wealth
California
$306K +$6.7K +16 +2%
CFA
2043
Capstone Financial Advisors
Illinois
$304K
DAC
2044
Dividend Assets Capital
South Carolina
$304K
RE
2045
RBC Europe
United Kingdom
$304K
Susquehanna International Group
2046
Susquehanna International Group
Pennsylvania
$301K -$2.97M -7,101 -91%
HCM
2047
Howland Capital Management
Massachusetts
$301K -$14.7K -35 -5%
STCOSD
2048
Sageworth Trust Company of South Dakota
South Dakota
$301K
SMI
2049
Shelter Mutual Insurance
Missouri
$301K +$293K +700 New
JWCA
2050
J.W. Coons Advisors
Ohio
$300K -$13K -31 -4%

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.