We are live on ! Find out more
IVV icon

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
VCM
2176
Versant Capital Management
Arizona
$134K
MIM
2177
MTM Investment Management
South Carolina
$126K -$30.2K -72 -20%
KFO
2178
Kopp Family Office
Minnesota
$126K
PFA
2179
Professional Financial Advisors
Nebraska
$123K +$77.5K +185 +183%
AIM
2180
Anchor Investment Management
South Carolina
$116K
CICI
2181
Capital Investment Counsel Inc
North Carolina
$115K
PWM
2182
Provident Wealth Management
Tennessee
$113K
PAIM
2183
Punch & Associates Investment Management
Minnesota
$108K +$106K +252 New
FEG
2184
Financial Enhancement Group
Indiana
$105K
POIA
2185
Pin Oak Investment Advisors
Texas
$105K +$102K +244 New
HCC
2186
Hirtle Callaghan & Co
Pennsylvania
$103K
BAM
2187
Bellevue Asset Management
Washington
$95K
MAM
2188
Marquette Asset Management
Minnesota
$92K -$3.35K -8 -4%
HCP
2189
Hexagon Capital Partners
Arkansas
$92K +$2.1K +5 +2%
VCM
2190
Vigilant Capital Management
Maine
$88K +$62.4K +149 +271%
LGWM
2191
Litman Gregory Wealth Management
California
$87.4K -$52.5M -125,274 -59%
RTC
2192
Riverview Trust Company
Washington
$84K
AA
2193
AlphaMark Advisors
Kentucky
$83K
CPWM
2194
Cypress Point Wealth Management
Texas
$83K +$80.4K +192 New
NL
2195
NVWM LLC
Pennsylvania
$82K -$9.63K -23 -11%
KC
2196
Knuff & Co
California
$80K
PG
2197
Proffitt & Goodson
Tennessee
$77K
MCM
2198
Manchester Capital Management
Vermont
$73K
BFG
2199
Baron Financial Group
New Jersey
$67.1K -$10.5K -25 -14%
PCTC
2200
Perkins Coie Trust Company
Washington
$64K

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.