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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
PK
2226
Pflug Koory
Nebraska
$23K +$2.1K +5 +10%
HFA
2227
HC Financial Advisors
California
$22K -$98.4K -235 -82%
PWA
2228
Phoenix Wealth Advisors
North Carolina
$22K
EWM
2229
Elmwood Wealth Management
California
$21K
GCM
2230
Gables Capital Management
Florida
$21K
SL
2231
Savior LLC
Massachusetts
$21K
ACA
2232
Atlas Capital Advisors
Wyoming
$20.6K
EWM
2233
Edge Wealth Management
New York
$20K
YAL
2234
Your Advocates Ltd
Texas
$20K
ASBI
2235
American State Bank (Iowa)
Iowa
$19.8K
HIM
2236
HawsGoodwin Investment Management
Tennessee
$19K
TVAMP
2237
Tennessee Valley Asset Management Partners
Tennessee
$17K -$17.3M -41,222 -51%
DOA
2238
D'Orazio & Associates
Virginia
$17K
MSFP
2239
Mark Sheptoff Financial Planning
Connecticut
$16K
TVWM
2240
Tower View Wealth Management
Wisconsin
$16K
TFA
2241
Toth Financial Advisory
Virginia
$13K
FIA
2242
FNY Investment Advisers
New York
$12K -$13.4K -32 -53%
HCM
2243
Highlander Capital Management
New Jersey
$11K
FMP
2244
Financial Management Professionals
Texas
$11K +$8.38K +20 +333%
OIA
2245
Optimum Investment Advisors
Illinois
$8K
SFA
2246
Semmax Financial Advisors
North Carolina
$7K -$57.8K -138 -90%
PC
2247
Permanens Capital
New York
$7K
PP
2248
PrairieView Partners
Minnesota
$6K +$6.28K +15 New
AF
2249
Arrow Financial
New York
$5K
Vontobel Holding
2250
Vontobel Holding
Switzerland
$5K +$4.61K +11 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.