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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
NPA
2126
Nichols & Pratt Advisers
Massachusetts
$230K -$83.8K -200 -27%
OPOWM
2127
One Plus One Wealth Management
Florida
$230K -$20.9K -50 -9%
FPIS
2128
Financial Planning & Information Services
Wisconsin
$230K
BWL
2129
Bogart Wealth LLC
Virginia
$230K +$52.8K +126 +31%
AAP
2130
Arax Advisory Partners
Colorado
$228K +$222K +529 New
CG
2131
Corundum Group
Colorado
$227K
WFA
2132
West Financial Advisors
Iowa
$224K
GWAG
2133
Garrett Wealth Advisory Group
Texas
$223K
SAM
2134
SignalPoint Asset Management
Missouri
$223K +$217K +518 New
CB
2135
Cadence Bank
Mississippi
$221K
EGA
2136
Eagle Global Advisors
Texas
$221K
ACM
2137
Allred Capital Management
Texas
$221K +$6.7K +16 +3%
CWM
2138
CCG Wealth Management
California
$217K
BI
2139
Blooom Inc
Kansas
$217K +$2.1K +5 +2%
AWM
2140
Activest Wealth Management
Florida
$216K +$154K +367 +270%
HGWM
2141
Horst & Graben Wealth Management
Oregon
$215K -$11.3K -27 -5%
BSG
2142
Black Swift Group
Colorado
$215K
DSC
2143
Duncker Streett & Co
Missouri
$215K +$6.28K +15 +3%
SC
2144
Schulhoff & Co
Ohio
$215K +$210K +502 New
VRM
2145
Vectors Research Management
New York
$214K +$15.5K +37 +8%
HC
2146
HNP Capital
New York
$214K +$208K +497 New
MIM
2147
Marco Investment Management
Georgia
$214K +$209K +498 New
CWA
2148
Clarus Wealth Advisors
Arizona
$213K
CP
2149
Cumberland Partners
Ontario, Canada
$211K +$206K +491 New
CJA
2150
C-J Advisory
California
$210K +$204K +488 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.