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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
CYG
2251
Clean Yield Group
Vermont
$5K +$5.03K +12 New
CFO
2252
Colony Family Offices
North Carolina
$4K -$963K -2,300 -100%
MA
2253
MBA Advisors
Pennsylvania
$1.32K
H
2254
HoyleCohen
California
$1.2K -$500K -1,193 -30%
WIM
2255
Westside Investment Management
California
$11
PPFA
2256
Provida Pension Fund Administrator
Chile
-$241M -607,204 Closed
MB
2257
MUFG Bank
Japan
-$239M -600,000 Closed
GC
2258
Guggenheim Capital
Illinois
-$39.8M -100,002 Closed
MSA
2259
Marino Stram & Associates
Massachusetts
-$28.4M -71,364 Closed
IMC Chicago
2260
IMC Chicago
Illinois
-$22.4M -56,220 Closed
JF
2261
Jump Financial
Illinois
-$19.9M -50,044 Closed
DA
2262
Doliver Advisors
Texas
-$15.4M -38,713 Closed
FC
2263
Ferris Capital
Massachusetts
-$9.85M -24,753 Closed
PVH
2264
Psagot Value Holdings
Israel
-$8.4M -21,124 Closed
SDAM
2265
Shulman DeMeo Asset Management
New York
-$7.98M -20,065 Closed
RCIM
2266
Red Cedar Investment Management
Michigan
-$7.51M -18,889 Closed
NWA
2267
New World Advisors
Massachusetts
-$6.02M -15,132 Closed
Citadel Advisors
2268
Citadel Advisors
Florida
-$4.73M -11,293 Closed
SFM
2269
Signet Financial Management
New Jersey
-$4.41M -11,080 Closed
DS
2270
DRW Securities
Illinois
-$3.91M -9,827 Closed
AC
2271
Allstate Corporation
Illinois
-$3.74M -9,405 Closed
CA
2272
Capital Advantage
California
-$2.65M -6,649 Closed
Loomis, Sayles & Company
2273
Loomis, Sayles & Company
Massachusetts
-$2.19M -5,500 Closed
LS
2274
Leelyn Smith
Illinois
-$1.01M -2,550 Closed
IIA
2275
IPG Investment Advisors
California
-$894K -2,246 Closed

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.