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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
BIAS
426
Beacon Investment Advisory Services
New Jersey
$20.7M -$1.95M -6,640 -9%
B
427
Bailard
California
$20.4M -$9.1K -31 -0%
ST
428
Smithfield Trust
Pennsylvania
$20.4M +$1.24M +4,211 +7%
VIM
429
VCU Investment Management
Virginia
$20.4M -$24.2M -82,578 -56%
RCM
430
Rain Capital Management
Oregon
$20.4M -$3.07M -10,467 -14%
CFA
431
Carroll Financial Associates
North Carolina
$20.3M +$1.2M +4,093 +7%
NPF
432
Norris Perne & French
Michigan
$20.3M -$752K -2,561 -4%
ECG
433
Edge Capital Group
Georgia
$20.3M +$3.1M +10,565 +19%
ANB
434
Amarillo National Bank
Texas
$20.3M -$1.63M -5,556 -8%
CGI
435
Cougar Global Investments
Ontario, Canada
$20.3M -$511K -1,739 -3%
I
436
IberiaBank
Louisiana
$20.1M -$373K -1,271 -2%
WTB
437
Washington Trust Bank
Washington
$20M -$84.6K -288 -0.4%
BRWA
438
B. Riley Wealth Advisors
Florida
$19.9M -$9.65M -32,866 -34%
PHAM
439
Palisades Hudson Asset Management
Florida
$19.8M -$317K -1,080 -2%
CP
440
CornerStone Partners
Virginia
$19.8M +$12.4M +42,330 +197%
HMC
441
Harvard Management Company
Massachusetts
$19.7M -$2.86M -9,743 -13%
W
442
WealthStone
Ohio
$19.7M +$206K +700 +1%
Fidelity International
443
Fidelity International
Bermuda
$19.7M -$1.47M -5,001 -7%
BRC
444
BHF RG Capital
Arizona
$19.5M -$370K -1,261 -2%
SHJ
445
Sharkey, Howes & Javer
Colorado
$19.5M -$7.14M -24,324 -28%
MA
446
MCF Advisors
Kentucky
$19.5M +$1.3M +4,416 +8%
WHG
447
Westwood Holdings Group
Texas
$19.4M +$1.51M +5,148 +9%
DCM
448
Dimension Capital Management
Florida
$19.3M -$1.76M -6,000 -9%
BA
449
Bristlecone Advisors
Washington
$19.3M -$199K -678 -1%
GPA
450
Guidance Point Advisors
Massachusetts
$19.3M +$90.7K +309 +0.5%

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.