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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
Asset Management One
26
Asset Management One
Japan
$954M
KeyBank National Association
27
KeyBank National Association
Ohio
$943M +$86.9M +296,033 +11%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$886M -$181M -615,856 -18%
UBS Group
29
UBS Group
Switzerland
$846M -$28.3M -96,314 -3%
NA
30
NextCapital Advisers
Illinois
$738M +$54.7M +186,185 +8%
Osaic Holdings
31
Osaic Holdings
Arizona
$733M -$804M -2,737,293 -54%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$728M
NMIMC
33
Northwestern Mutual Investment Management Company
Wisconsin
$682M +$91.9M +312,900 +17%
Mariner
34
Mariner
Kansas
$666M +$32.3M +110,155 +5%
National Pension Service
35
National Pension Service
South Korea
$660M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$652M +$126M +430,530 +28%
BOI
37
Bank of Italy
Italy
$630M -$379M -1,289,923 -39%
AHSSHC
38
Adventist Health System Sunbelt Healthcare Corp
Florida
$616M +$327M +1,114,584 +128%
BA
39
Bridgewater Associates
Connecticut
$516M +$112M +381,624 +30%
AllianceBernstein
40
AllianceBernstein
Tennessee
$512M -$66.5M -226,506 -12%
GT
41
Greenleaf Trust
Michigan
$503M -$3.9M -13,284 -0.8%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$499M +$9.05M +30,827 +2%
AA
43
Alesco Advisors
New York
$495M +$19.5M +66,575 +4%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$491M +$60.2M +205,015 +15%
UCFA
45
United Capital Financial Advisors
Texas
$489M -$17.7M -60,115 -4%
Charles Schwab
46
Charles Schwab
California
$486M +$461M +1,568,626 +92,435%
FT
47
Fiduciary Trust
Massachusetts
$473M +$71.4M +243,154 +19%
RFC
48
Regions Financial Corp
Alabama
$462M +$32.3M +110,070 +8%
Franklin Resources
49
Franklin Resources
California
$434M +$55.7M +189,658 +17%
EMPI
50
Elo Mutual Pension Insurance
Finland
$428M

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.