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iShares Core S&P 500 ETF

1,895 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 708 increasing their positions, 835 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

68% more call options, than puts

Call options by funds: $121M | Put options by funds: $72M

19% more capital invested

Capital invested by funds: $107B → $128B (+$20.8B)

4% more funds holding

Funds holding: 1,8301,895 (+65)

1% more funds holding in top 10

Funds holding in top 10: 616623 (+7)

0.29% less ownership

Funds ownership: 66.03%65.75% (-0.29%)

15% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 835

Holders
1,895
Holders Change
+65
Holders Change %
+3.55%
% of All Funds
38.85%
Holding in Top 10
623
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.77%
New
147
Increased
708
Reduced
835
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
226
Alaska Permanent Capital Management
Alaska
$51.8M -$35.7M -121,562 -42%
FCFC
227
First Commonwealth Financial Corp
Pennsylvania
$51.1M +$3.59M +12,227 +8%
RWP
228
RWA Wealth Partners
Massachusetts
$50.4M +$8.35M +28,429 +21%
CCMG
229
Clark Capital Management Group
Pennsylvania
$50.4M -$154M -523,532 -76%
GC
230
Grimes & Company
Massachusetts
$50.1M +$4.29M +14,614 +10%
GSAM
231
Grant Street Asset Management
Pennsylvania
$50.1M +$47.5M +161,801 New
JWM
232
Janiczek Wealth Management
Colorado
$49.8M -$1.93M -6,589 -4%
IMC Chicago
233
IMC Chicago
Illinois
$49.6M +$30.2M +102,830 +180%
CAM
234
Chandler Asset Management
California
$49.3M +$7.15M +24,360 +18%
N
235
Nuveen
North Carolina
$49M -$2.67M -9,100 -5%
PIMJS
236
PKO Investment Management Joint-Stock
Poland
$47.4M +$9.81M +33,404 +28%
MA
237
Montag & Associates
Georgia
$47.2M -$2.38M -8,117 -5%
CNHF
238
Conrad N. Hilton Foundation
California
$47M -$32M -109,052 -42%
SW
239
SteelPeak Wealth
California
$46.6M +$6.66M +22,697 +18%
CI
240
Conning Inc
Connecticut
$46.6M +$4.34M +14,795 +11%
AI
241
Accredited Investors
Minnesota
$45.9M -$2.25M -7,655 -5%
MFW
242
Meristem Family Wealth
Minnesota
$45.9M -$5.22M -17,784 -11%
AI
243
Atria Investments
North Carolina
$45.8M +$43.4M +147,795 New
EIG
244
Ellenbecker Investment Group
Wisconsin
$45.6M +$4.05M +13,789 +10%
EPA
245
Element Pointe Advisors
Florida
$45.4M -$1.38M -4,708 -3%
DADC
246
D.A. Davidson & Co
Montana
$45.3M -$1.49M -5,063 -3%
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$45.3M +$13.6M +46,398 +47%
SWA
248
SFMG Wealth Advisors
Texas
$45.2M +$41.9M +142,769 +4,424%
NCM
249
Narwhal Capital Management
Georgia
$44.4M +$239K +813 +0.6%
HS
250
Horan Securities
United States
$44.3M +$890K +3,031 +2%

IVV Hedge Fund Activity: Q2 2020 in Review

1,895 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2020, worth a combined $128B — up 19% from $107B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IVV positions and 68 closed out — a net gain of 79 holders — while 708 added to existing stakes and 835 trimmed.

The largest buyer was Bank of America, adding an estimated $3.06B. The largest seller was Allianz Asset Management, cutting an estimated $1.38B.

  • 1,895 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2020, up from 1,830 in Q1 2020.
  • Funds reported $128B of iShares Core S&P 500 ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 147 funds opened new iShares Core S&P 500 ETF positions in Q2 2020 and 68 closed out, a net change of +79 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2020 was Bank of America, an estimated $3.06B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2020 was Allianz Asset Management, an estimated $1.38B sold.

Based on aggregated 13F filings for Q2 2020.