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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
BCM
2201
Blume Capital Management
California
$63K +$61.6K +147 New
CWA
2202
Carolina Wealth Advisors
South Carolina
$61K
BBHC
2203
Brown Brothers Harriman & Co
New York
$59.7K -$2.82M -6,739 -5%
SFC
2204
SYM Financial Corp
Indiana
$53K +$51.9K +124 New
BBL
2205
Beck Bode LLC
Massachusetts
$51K +$49.4K +118 New
PSIWM
2206
Paradigm Strategies in Wealth Management
Minnesota
$50K
ATC
2207
Adirondack Trust Company
New York
$49K
GTAM
2208
Global Trust Asset Management
Florida
$48K
HFM
2209
Hartford Financial Management
Connecticut
$46K
JPLA
2210
Joseph P. Lucia & Associates
New York
$45K
PIP
2211
Peachtree Investment Partners
Florida
$44K +$419 +1 +1%
CAM
2212
Costello Asset Management
Pennsylvania
$43K
RA
2213
Resolute Advisors
California
$42K +$41.1K +98 New
LWA
2214
Lowe Wealth Advisors
Maryland
$41K
TI
2215
Truehand Inc
New Hampshire
$41K
TCM
2216
Tradewinds Capital Management
Washington
$37K -$77.1K -184 -68%
ARMC
2217
American Research & Management Company
Massachusetts
$37K +$35.6K +85 New
TAM
2218
Tucker Asset Management
Colorado
$36.1K
GP
2219
Greenline Partners
New York
$35K -$2.1K -5 -6%
LIA
2220
LS Investment Advisors
Michigan
$34K -$746K -1,780 -96%
PA
2221
Perennial Advisors
New York
$33K
CWP
2222
Concord Wealth Partners
Virginia
$30K
PIA
2223
Powell Investment Advisors
Florida
$30K
AC
2224
Asio Capital
Kentucky
$26K +$25.1K +60 New
MAM
2225
McCarthy Asset Management
California
$23K

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.