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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
BC
2076
Barnett & Company
Tennessee
$274K
FNBTCON
2077
First National Bank & Trust Co of Newtown
Pennsylvania
$273K
SFP
2078
Sandbox Financial Partners
Maryland
$273K +$266K +635 New
SCM
2079
Schnieders Capital Management
California
$273K +$266K +635 New
WW
2080
Waterfront Wealth
Kansas
$271K
LG
2081
LaFleur & Godfrey
Michigan
$271K +$264K +630 New
LF
2082
LifeSteps Financial
California
$270K -$16.8K -40 -6%
BPM
2083
Bowling Portfolio Management
Ohio
$270K
CP
2084
Castleview Partners
Texas
$270K +$263K +629 New
HHAA
2085
Henry H. Armstrong Associates
Pennsylvania
$269K -$31.4K -75 -11%
FNBSF
2086
First National Bank Sioux Falls
South Dakota
$267K
NCM
2087
Noesis Capital Mangement
Florida
$267K +$34.8K +83 +16%
IWP
2088
Innova Wealth Partners
Pennsylvania
$266K -$1.68K -4 -0.6%
SAMC
2089
Spectrum Asset Management (California)
California
$265K +$13K +31 +5%
JWBC
2090
John W. Brooker & Co
California
$264K
RSS
2091
Rosenblum Silverman Sutton
California
$264K
SCM
2092
Sterneck Capital Management
Missouri
$264K +$251K +599 New
FWM
2093
FSA Wealth Management
Massachusetts
$262K
RBCM
2094
Raub Brock Capital Management
California
$262K +$6.28K +15 +3%
JSA
2095
Jacobson & Schmitt Advisors
Wisconsin
$261K -$11.3K -27 -4%
TA
2096
TruWealth Advisors
Louisiana
$261K
LCM
2097
LVM Capital Management
Michigan
$260K
CSPAM
2098
Cary Street Partners Asset Management
Virginia
$259K
SBIA
2099
Sheaff Brock Investment Advisors
Indiana
$259K +$253K +603 New
CBOR
2100
Community Bank of Raymore
Missouri
$258K

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.