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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
OBWP
2051
O'Brien Wealth Partners
Massachusetts
$300K
AIC
2052
Argus Investors Counsel
New York
$299K
MA
2053
Mezzasalma Advisors
New Jersey
$299K
PRWA
2054
Platte River Wealth Advisors
Colorado
$298K
DP
2055
DDD Partners
Washington
$296K
MWM
2056
Maltin Wealth Management
New Jersey
$295K +$50.7K +121 +21%
BWM
2057
BNC Wealth Management
Oregon
$292K
NSAM
2058
North Star Asset Management
Wisconsin
$292K
CCP
2059
Cardan Capital Partners
Colorado
$290K -$160K -381 -36%
ASFA
2060
All Season Financial Advisors
Colorado
$290K +$283K +675 New
MMG
2061
Monetary Management Group
Missouri
$289K
LIG
2062
Lokken Investment Group
Delaware
$288K
NG
2063
NWK Group
California
$288K
RFM
2064
Royal Fund Management
Florida
$288K +$54.9K +131 +24%
CAM
2065
Congress Asset Management
Massachusetts
$287K -$1.17M -2,792 -81%
PAM
2066
Private Asset Management
California
$287K +$838 +2 +0.3%
CC
2067
Copperleaf Capital
North Carolina
$284K
MIC
2068
Meridian Investment Counsel
California
$284K
HIM
2069
Hotaling Investment Management
Pennsylvania
$279K
CWM
2070
Cedar Wealth Management
California
$278K -$16.3K -39 -6%
TA
2071
TFG Advisers
Michigan
$277K -$6.28K -15 -2%
AHC
2072
Adell Harriman & Carpenter
Texas
$276K -$174K -415 -39%
PWM
2073
Prentice Wealth Management
New York
$276K -$3.77K -9 -1%
WOC
2074
West Oak Capital
California
$275K
ZCM
2075
Ziegler Capital Management
Illinois
$275K

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.