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iShares Core S&P 500 ETF

2,172 hedge funds and large institutions have $166B invested in iShares Core S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 847 increasing their positions, 738 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more first-time investments, than exits

New positions opened: 324 | Existing positions closed: 55

212% more call options, than puts

Call options by funds: $96M | Put options by funds: $30.8M

15% more repeat investments, than reductions

Existing positions increased: 847 | Existing positions reduced: 738

14% more capital invested

Capital invested by funds: $145B → $166B (+$21B)

13% more funds holding in top 10

Funds holding in top 10: 626705 (+79)

12% more funds holding

Funds holding: 1,9392,172 (+233)

1.91% more ownership

Funds ownership: 67.63%69.54% (+1.9%)

Holders
2,172
Holders Change
+233
Holders Change %
+12.02%
% of All Funds
38.43%
Holding in Top 10
705
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.62%
% of All Funds
12.47%
New
324
Increased
847
Reduced
738
Closed
55
Calls
$96M
Puts
$30.8M
Net Calls
+$65.2M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.26B +$1.16B +3,272,788 +4,637%
KeyBank National Association
27
KeyBank National Association
Ohio
$1.19B +$47.8M +134,310 +4%
Asset Management One
28
Asset Management One
Japan
$1.16B +$5.19M +14,574 +0.5%
NA
29
NextCapital Advisers
Illinois
$1.09B +$87.7M +246,352 +9%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$1.06B -$36.4M -102,249 -4%
PPA
31
Parametric Portfolio Associates
Washington
$1.03B -$162M -455,122 -14%
UBS Group
32
UBS Group
Switzerland
$1B -$17.5M -49,079 -2%
BOF
33
Bank of Finland
Finland
$886M +$840M +2,361,230 New
Mariner
34
Mariner
Kansas
$877M +$110M +308,239 +15%
Osaic Holdings
35
Osaic Holdings
Arizona
$874M -$283M -794,315 -25%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$813M +$55.7M +156,519 +8%
National Pension Service
37
National Pension Service
South Korea
$800M
HWA
38
Heritage Wealth Advisors
Virginia
$738M +$454M +1,274,421 +185%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$728M
AllianceBernstein
40
AllianceBernstein
Tennessee
$710M +$107M +301,361 +19%
QI
41
QS Investors
New York
$692M +$133M +374,905 +26%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$674M +$46.5M +130,774 +8%
GT
43
Greenleaf Trust
Michigan
$622M +$15.6M +43,722 +3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$602M -$3.33M -9,357 -0.6%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$593M +$345M +969,363 +159%
AA
46
Alesco Advisors
New York
$592M -$10.3M -29,029 -2%
FT
47
Fiduciary Trust
Massachusetts
$580M +$3.38M +9,504 +0.6%
UCFA
48
United Capital Financial Advisors
Texas
$559M -$16.2M -45,540 -3%
Bessemer Group
49
Bessemer Group
New Jersey
$556M +$49.1M +138,037 +10%
RFC
50
Regions Financial Corp
Alabama
$550M -$10.3M -28,887 -2%

IVV Hedge Fund Activity: Q4 2020 in Review

2,172 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2020, worth a combined $166B — up 14% from $145B a quarter earlier.

Buyers outnumbered sellers: 324 funds opened new IVV positions and 55 closed out — a net gain of 269 holders — while 847 added to existing stakes and 738 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $1.46B. The largest seller was Bank of America, cutting an estimated $9.89B.

  • 2,172 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2020, up from 1,939 in Q3 2020.
  • Funds reported $166B of iShares Core S&P 500 ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 324 funds opened new iShares Core S&P 500 ETF positions in Q4 2020 and 55 closed out, a net change of +269 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q4 2020 was Squarepoint, an estimated $1.46B added.
  • The largest iShares Core S&P 500 ETF seller in Q4 2020 was Bank of America, an estimated $9.89B sold.

Based on aggregated 13F filings for Q4 2020.