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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
CPSAC
351
Chas P. Smith & Associates (CPS)
Florida
$28.1M +$748K +2,548 +3%
ASN
352
Advisory Services Network
Georgia
$27.9M -$4.48M -15,245 -14%
CG
353
Colony Group
Massachusetts
$27.8M +$20.3K +69 +0.1%
FCBT
354
First Citizens Bank & Trust
North Carolina
$27.7M +$5.44M +18,537 +26%
AL
355
Aspiriant LLC
California
$27.7M -$1.84M -6,264 -7%
CWAF
356
Core Wealth Advisors (Florida)
Florida
$27.6M -$8.09M -27,539 -24%
APA
357
American Portfolios Advisors
New York
$27.6M -$7.01M -23,866 -21%
TCM
358
TD Capital Management
Tennessee
$27.6M -$221K -751 -0.8%
PF
359
Phoenix Financial
Israel
$27.4M -$4.66M -15,860 -15%
BWA
360
BDO Wealth Advisors
Florida
$27.3M +$478K +1,629 +2%
BWM
361
BT Wealth Management
Georgia
$27.2M +$1.07M +3,649 +4%
CWS
362
Cypress Wealth Services
California
$26.8M +$4.41M +15,028 +21%
KWMG
363
King Wealth Management Group
Florida
$26.7M +$1.51M +5,157 +6%
MGIA
364
Moneta Group Investment Advisors
Missouri
$26.5M -$3.93M -13,400 -14%
A
365
AdvicePeriod
California
$26.5M +$839K +2,856 +3%
TFS
366
TrustCore Financial Services
Tennessee
$26.3M +$601K +2,046 +2%
KPWG
367
KFA Private Wealth Group
Virginia
$26.2M -$99.8K -340 -0.4%
WFPG
368
Waller Financial Planning Group
Ohio
$26.2M +$2.89M +9,848 +13%
SHIM
369
Stone House Investment Management
Pennsylvania
$26.1M -$4.22M -14,356 -15%
SA
370
Silversage Advisors
California
$25.8M +$347K +1,183 +2%
VWA
371
Visionary Wealth Advisors
Illinois
$25.6M +$4.26M +14,499 +21%
MSA
372
Mason Street Advisors
Wisconsin
$25.4M +$12.4M +42,255 +106%
PA
373
Parallel Advisors
California
$25.4M -$3.64M -12,394 -13%
BFA
374
Bluestem Financial Advisors
Illinois
$25.3M +$639K +2,178 +3%
AAMC
375
Asset Allocation & Management Company
Illinois
$25.1M -$6.41M -21,844 -21%

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.