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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
QT
2276
Quantbot Technologies
New York
-$870K -2,187 Closed
HFM
2277
Harvest Fund Management
China
-$795K -2,000 Closed
GCM
2278
Gibraltar Capital Management
Oklahoma
-$788K -1,959 Closed
FNB
2279
Farmers National Bank
Kentucky
-$759K -1,908 Closed
SL
2280
Summitry LLC
California
-$505K -1,269 Closed
QC
2281
QCM Cayman
Texas
-$497K -1,249 Closed
FAT
2282
First American Trust
California
-$483K -1,213 Closed
WWP
2283
Waypoint Wealth Partners
California
-$434K -1,090 Closed
AWM
2284
Aberdeen Wealth Management
Illinois
-$407K -1,024 Closed
BCM
2285
Bayesian Capital Management
New York
-$407K -1,022 Closed
SEIA
2286
Signature Estate & Investment Advisors
California
-$404K -1,014 Closed
AWA
2287
Acorn Wealth Advisors
Michigan
-$365K -916 Closed
FA
2288
FMA Advisory
Pennsylvania
-$361K -908 Closed
AIC
2289
Archer Investment Corporation
Indiana
-$335K -842 Closed
RIG
2290
Roosevelt Investment Group
New York
-$334K -839 Closed
WIA
2291
Wealthstreet Investment Advisors
Texas
-$329K -827 Closed
CHAM
2292
Clear Harbor Asset Management
Connecticut
-$313K -788 Closed
CRWM
2293
Castle Rock Wealth Management
California
-$277K -668 Closed
MCM
2294
McMillion Capital Management
North Carolina
-$247K -620 Closed
PRS
2295
Pinkerton Retirement Specialists
Idaho
-$242K -609 Closed
VDI
2296
Vaughan David Investments
Illinois
-$239K -600 Closed
MWM
2297
MinichMacGregor Wealth Management
New York
-$232K -585 Closed
LCWP
2298
Legacy Capital Wealth Partners
Arkansas
-$224K -564 Closed
IA
2299
Inspire Advisors
Idaho
-$207K -520 Closed
AA
2300
Advisory Alpha
Michigan
-$206K -517 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.