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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
FWM
476
Fairhaven Wealth Management
Illinois
$17.3M +$1.69M +5,770 +12%
WCM
477
Windsor Capital Management
Arizona
$17.3M -$84K -286 -0.5%
TL
478
TrueWealth LLC
Georgia
$17.3M +$2M +6,816 +14%
WSFS
479
Wilmington Savings Fund Society
Delaware
$17.2M -$3.76M -12,807 -19%
SBLIC
480
Security Benefit Life Insurance Company
Kansas
$17.2M
RFO
481
RiverGlades Family Offices
Florida
$17.2M -$1.3M -4,438 -7%
CWM
482
Confluence Wealth Management
Oregon
$17.1M -$1.16M -3,961 -7%
SSWM
483
Sheets Smith Wealth Management
North Carolina
$17M +$1.12M +3,828 +7%
IA
484
IFP Advisors
Florida
$17M +$2.84M +9,685 +21%
TCM
485
Towercrest Capital Management
Pennsylvania
$16.8M +$1.89M +6,428 +14%
CWG
486
Cornerstone Wealth Group
North Carolina
$16.7M -$367K -1,250 -2%
AA
487
Ancora Advisors
Ohio
$16.6M +$691K +2,353 +5%
KFA
488
Kelleher Financial Advisors
New York
$16.6M +$175K +597 +1%
AF
489
Advisornet Financial
Minnesota
$16.5M -$2.16M -7,359 -12%
OWM
490
Orgel Wealth Management
Wisconsin
$16.5M -$17.2M -58,477 -52%
AB
491
Amalgamated Bank
New York
$16.4M +$447K +1,524 +3%
AWM
492
Avondale Wealth Management
Texas
$16.4M +$559K +1,903 +4%
SCM
493
Smith Capital Management
Arkansas
$16.4M +$551K +1,875 +4%
FAIM
494
Financial Advocates Investment Management
Washington
$16.4M -$756K -2,574 -5%
RA
495
RFG Advisory
Alabama
$16.4M -$3.17M -10,794 -17%
DZ Bank
496
DZ Bank
Germany
$16.3M +$1.04M +3,540 +7%
BA
497
Ballew Advisors
Mississippi
$16.2M +$337K +1,148 +2%
VHAM
498
Van Hulzen Asset Management
California
$16.1M +$204K +695 +1%
SXL
499
Summit X LLC
Missouri
$16.1M -$1.03M -3,518 -6%
SAS
500
Sage Advisory Services
Texas
$16.1M -$3.75M -12,757 -20%

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.