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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
IGGA
2101
Iron Gate Global Advisors
Utah
$258K +$10.9K +26 +5%
III
2102
Independent Investors Inc
New York
$258K +$251K +600 New
PAI
2103
Pittenger & Anderson Inc
Nebraska
$256K +$6.7K +16 +3%
AOWM
2104
Alpha Omega Wealth Management
Virginia
$252K +$246K +587 New
SFS
2105
Strategic Financial Services
New York
$249K
SWIG
2106
Strategic Wealth Investment Group
Kentucky
$249K +$20.1K +48 +9%
SFPM
2107
Sensible Financial Planning & Management
Massachusetts
$249K +$243K +579 New
VCM
2108
Virtue Capital Management
Tennessee
$248K +$242K +577 New
ACWM
2109
Adams Chetwood Wealth Management
North Carolina
$245K
CHC
2110
City Holding Co
West Virginia
$245K +$13K +31 +6%
FBA
2111
Front Barnett Associates
Illinois
$242K -$62.8K -150 -21%
GF
2112
Goodman Financial
Texas
$242K -$29.3K -70 -11%
NB
2113
NBT Bank
New York
$242K
SAI
2114
Systematic Alpha Investments
New Jersey
$242K
PIM
2115
Penobscot Investment Management
Massachusetts
$240K +$234K +558 New
RCA
2116
Ranch Capital Advisors
Florida
$239K +$419 +1 +0.2%
DIA
2117
Dana Investment Advisors
Wisconsin
$239K +$838 +2 +0.4%
PA
2118
Probity Advisors
Texas
$236K +$419 +1 +0.2%
AWM
2119
Accurate Wealth Management
Florida
$234K +$228K +544 New
RM
2120
Resource Management
Louisiana
$233K -$38.1K -91 -14%
SFMG
2121
Sage Financial Management Group
Virginia
$232K
CIAS
2122
CFS Investment Advisory Services
New Jersey
$232K +$226K +540 New
WWA
2123
WC Walker & Associates
California
$231K
BI
2124
Ballast Inc
Kentucky
$231K +$419 +1 +0.2%
GIA
2125
Granite Investment Advisors
New Hampshire
$231K +$225K +538 New

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.