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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
EWM
401
Evercore Wealth Management
New York
$22.6M -$690K -2,351 -3%
CA
402
Cornerstone Advisory
Maryland
$22.6M +$2.53M +8,610 +13%
RCA
403
Resonant Capital Advisors
Wisconsin
$22.5M +$9.45M +32,185 +80%
IWC
404
Integrated Wealth Concepts
Massachusetts
$22.4M +$6.57M +22,379 +45%
NEAM
405
New England Asset Management
Connecticut
$22.3M
SCA
406
Snowden Capital Advisors
New York
$22.3M -$3.58M -12,200 -14%
CIBC Asset Management
407
CIBC Asset Management
Ontario, Canada
$22.3M
BAM
408
Beaumont Asset Management
Texas
$22.2M -$861K -2,931 -4%
22CM
409
20/20 Capital Management
California
$22M +$17.4M +59,387 +985%
Arrowstreet Capital
410
Arrowstreet Capital
Massachusetts
$21.8M +$19.6M +66,600 +1,708%
EPM
411
Elm Partners Management
Pennsylvania
$21.8M -$909K -3,096 -4%
KFS
412
Kelly Financial Services
Massachusetts
$21.7M +$381K +1,299 +2%
SIAM
413
Sterling Investment Advisors (Missouri)
Missouri
$21.5M +$5.51M +18,763 +37%
MHS
414
M Holdings Securities
Oregon
$21.5M +$4.51M +15,371 +28%
CCT
415
Country Club Trust
Missouri
$21.4M +$541K +1,844 +3%
AAMA
416
Advanced Asset Management Advisors
Ohio
$21.4M -$9.4M -32,000 -32%
FPGK
417
Financial Partners Group (Kansas)
Kansas
$21.4M -$263K -896 -1%
CFC
418
Coyle Financial Counsel
Illinois
$21.3M +$11.7M +39,810 +137%
FHA
419
First Horizon Advisors
Tennessee
$21.3M +$852K +2,902 +4%
MAS
420
Managed Account Services
Florida
$21M +$645K +2,197 +3%
TGAM
421
TBH Global Asset Management
Tennessee
$20.9M -$4.5M -15,321 -18%
KTA
422
Keeley-Teton Advisors
Illinois
$20.8M +$62.2K +212 +0.3%
BIM
423
Bridges Investment Management
Nebraska
$20.8M -$1.8M -6,132 -8%
PW
424
Price Wealth
Texas
$20.8M -$384K -1,309 -2%
IWMA
425
Ironwood Wealth Management (Arizona)
Arizona
$20.8M +$753K +2,566 +4%

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.