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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
NL
451
NWAM LLC
Washington
$19.3M +$6.22M +21,189 +52%
K
452
Kemper
Illinois
$19.2M
TA
453
Tiedemann Advisors
New York
$19.2M -$7.69M -26,191 -30%
CA
454
Crewe Advisors
Utah
$19.1M +$430K +1,466 +2%
MM
455
Meridian Management
Arkansas
$18.9M -$362K -1,232 -2%
HI
456
Hudock Inc
Pennsylvania
$18.8M +$192K +654 +1%
CIA
457
Capital Investment Advisors
Georgia
$18.7M +$45.8K +156 +0.3%
SMG
458
Spectrum Management Group
Indiana
$18.7M -$11.1M -37,814 -38%
FBB
459
Fulton Breakefield Broenniman
Maryland
$18.7M -$6.17K -21 -0%
PAG
460
Pinnacle Advisory Group
Maryland
$18.5M -$1.07M -3,649 -6%
MIAN
461
Mariner Independent Advisor Network
Kansas
$18.4M -$11.1M -37,945 -39%
OAP
462
One Advisory Partners
Kansas
$18.3M +$17.3M +59,090 New
IFA
463
Interactive Financial Advisors
Illinois
$18.2M -$435K -1,481 -2%
CC
464
Cadinha & Co
Hawaii
$18.1M +$2.42M +8,247 +16%
GLA
465
Great Lakes Advisors
Illinois
$18.1M +$818K +2,785 +5%
GCA
466
Gradient Capital Advisors
California
$18M -$1.16M -3,958 -6%
SMC
467
Smith, Moore & Co
Missouri
$18M +$242K +824 +1%
VOYA Investment Management
468
VOYA Investment Management
Georgia
$17.9M -$32.1M -109,470 -65%
WAAG
469
Wealth Alliance Advisory Group
Kansas
$17.8M +$4.63M +15,758 +38%
MSWMA
470
Market Street Wealth Management Advisors
Indiana
$17.7M +$697K +2,375 +4%
EAM
471
Erste Asset Management
Austria
$17.5M -$499K -1,700 -3%
BFA
472
Beaumont Financial Advisors
Massachusetts
$17.4M -$963K -3,279 -6%
LWA
473
Lineweaver Wealth Advisors
Ohio
$17.4M -$2.07M -7,061 -11%
MWA
474
Meridian Wealth Advisors
Texas
$17.3M +$2.86M +9,743 +21%
CTA
475
Colonial Trust Advisors
South Carolina
$17.3M +$382K +1,302 +2%

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.