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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
Bank Julius Baer & Co
326
Bank Julius Baer & Co
Switzerland
$31.5M +$28M +95,511 +1,586%
Sumitomo Mitsui Trust Group
327
Sumitomo Mitsui Trust Group
Japan
$31.4M +$10.8M +36,717 +57%
HWM
328
HighMark Wealth Management
Minnesota
$31.3M +$407K +1,385 +1%
LF
329
Lee Financial
Texas
$31.2M +$1.2M +4,095 +4%
SAM
330
Securian Asset Management
Minnesota
$31.1M
IWP
331
Icon Wealth Partners
Texas
$31.1M -$6.22M -21,171 -17%
JF
332
JSF Financial
California
$31M -$1.32M -4,502 -4%
MAFM
333
Mid Atlantic Financial Management
Pennsylvania
$31M -$2.69M -9,171 -8%
PPW
334
Parcion Private Wealth
Washington
$30.9M +$5.86M +19,963 +26%
MWM
335
MBE Wealth Management
Wisconsin
$30.9M -$455K -1,548 -2%
WIP
336
Wellesley Investment Partners
Massachusetts
$30.8M -$864K -2,942 -3%
BAAM
337
Baker Avenue Asset Management
California
$30.7M -$38M -129,439 -57%
BWM
338
Baystate Wealth Management
Massachusetts
$30.7M -$1.16M -3,939 -4%
WDL
339
Well Done LLC
Michigan
$30.1M +$1.2M +4,091 +4%
AFA
340
Atlanta Financial Associates
Georgia
$29.6M +$1.8M +6,126 +7%
PA
341
Pinnacle Associates
New York
$29.3M +$1.72M +5,870 +7%
DA
342
Doliver Advisors
Texas
$29.1M -$1.6M -5,440 -5%
VCM
343
Verger Capital Management
North Carolina
$29.1M -$5.38M -18,330 -16%
VCM
344
Vision Capital Management
Oregon
$28.8M -$833K -2,836 -3%
AIP
345
Ameritas Investment Partners
Nebraska
$28.6M -$1.14M -3,880 -4%
OFG
346
Oxford Financial Group
Indiana
$28.6M -$20.3K -69 -0.1%
BBA
347
BLB&B Advisors
Pennsylvania
$28.4M -$464K -1,581 -2%
CA
348
Cumberland Advisors
Florida
$28.2M -$257K -875 -1%
AIIMS
349
Analyst IMS Investment Management Services
Israel
$28.2M +$2.95M +10,035 +12%
CFGS
350
Concourse Financial Group Securities
Alabama
$28.2M -$4.1M -13,954 -13%

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.