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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
CCWA
376
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25M +$23.7M +80,879 New
Principal Financial Group
377
Principal Financial Group
Iowa
$25M +$113K +385 +0.5%
CWM
378
Cranbrook Wealth Management
Michigan
$24.8M -$575K -1,959 -2%
HNB
379
Huntington National Bank
Ohio
$24.8M
SPIA
380
Strategic Point Investment Advisors
Rhode Island
$24.8M +$1.17M +3,989 +6%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$24.7M
WTC
382
WhitTier Trust Company
Nevada
$24.7M -$3.19M -10,848 -12%
SYBT
383
Stock Yards Bank & Trust
Kentucky
$24.5M +$3.41M +11,615 +17%
CSWG
384
Cardinal Strategic Wealth Guidance
Kentucky
$24.4M +$437K +1,489 +2%
I
385
INVST
Indiana
$24.1M +$4.36M +14,842 +24%
GIM
386
Goelzer Investment Management
Indiana
$24M -$1.2M -4,071 -5%
FI
387
FormulaFolio Investments
Michigan
$24M -$996K -3,392 -4%
IWP
388
IAG Wealth Partners
Wisconsin
$23.8M -$220K -750 -1%
IWM
389
IHT Wealth Management
Illinois
$23.8M -$3.57M -12,143 -14%
PFA
390
Pettinga Financial Advisors
Indiana
$23.7M +$3.71M +12,634 +20%
JWCA
391
J.W. Cole Advisors
Florida
$23.7M +$19.2M +65,444 +591%
DE
392
Day & Ennis
Georgia
$23.6M -$1.3M -4,422 -5%
MCWS
393
McKinley Carter Wealth Services
West Virginia
$23.6M +$689K +2,346 +3%
MTB
394
Mizuho Trust & Banking
Japan
$23.2M +$22M +75,000 New
SC
395
Schoolcraft Capital
Colorado
$23.2M +$135K +460 +0.6%
SBL
396
Sargent Bickham Lagudis
Colorado
$23M +$1.19M +4,051 +6%
VFP
397
Verus Financial Partners
Virginia
$23M -$52.3K -178 -0.2%
SHGA
398
Sand Hill Global Advisors
California
$22.9M -$3.01M -10,240 -12%
SAG
399
Spotlight Asset Group
Illinois
$22.9M -$3.94M -13,408 -15%
PWM
400
PRW Wealth Management
Massachusetts
$22.7M +$9.88M +33,654 +85%

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.