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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
HA
301
Harfst & Associates
Wyoming
$35.3M +$5.17M +17,614 +18%
P3I
302
Progeny 3 Inc
Washington
$35.2M -$17.3M -58,770 -34%
TRCT
303
Tower Research Capital (TRC)
New York
$35.1M -$2.12M -7,223 -6%
RIS
304
Retirement Income Solutions
Michigan
$35M -$2.97M -10,122 -8%
HI
305
Human Investing
Oregon
$34.8M -$96.9K -330 -0.3%
SCIM
306
Spring Creek Investment Management
Pennsylvania
$34.5M -$12.9M -43,859 -28%
SIM
307
Strategic Investment Management
Virginia
$34.3M -$1.94M -6,600 -6%
CWM
308
Cornerstone Wealth Management
Missouri
$34.1M -$142K -483 -0.4%
CPO
309
Cerity Partners OCIO
New York
$33.9M -$2.91M -9,910 -8%
HSBC Holdings
310
HSBC Holdings
United Kingdom
$33.8M -$5.88M -20,036 -15%
CI
311
CX Institutional
Indiana
$33.7M +$10.7M +36,495 +50%
WAG
312
Winthrop Advisory Group
Massachusetts
$33.3M +$3.95M +13,466 +14%
STA
313
Summit Trail Advisors
New York
$33.1M +$299K +1,018 +1%
BCM
314
Brookstone Capital Management
Illinois
$32.8M +$482K +1,642 +2%
CS
315
Comerica Securities
Michigan
$32.8M -$6.43M -21,892 -17%
DCM
316
DeGreen Capital Management
Arizona
$32.8M +$1M +3,417 +3%
MCIA
317
Mountain Capital Investment Advisors
Colorado
$32.7M -$1.04M -3,549 -3%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$32.6M +$7.46M +25,395 +32%
Two Sigma Investments
319
Two Sigma Investments
New York
$32.5M +$30.8M +104,800 New
FNBT
320
FineMark National Bank & Trust
Florida
$32.4M -$6.48M -22,065 -17%
MIS
321
Morningstar Investment Services
Illinois
$32.3M -$1.95M -6,627 -6%
HWA
322
Heritage Way Advisors
Illinois
$32.3M +$1.21M +4,131 +4%
RIA
323
Regal Investment Advisors
Michigan
$32.1M +$25.7M +87,628 +543%
SFS
324
Sowell Financial Services
Arkansas
$32.1M +$9.05M +30,830 +42%
OC
325
Oppenheimer & Co
New York
$31.8M -$236K -804 -0.8%

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.