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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
CAG
501
Crestwood Advisors Group
Massachusetts
$16M +$1M +3,416 +7%
RSWM
502
Robertson Stephens Wealth Management
California
$16M +$2.99M +10,199 +25%
IDA
503
Intelligence Driven Advisers
California
$15.9M +$2.91M +9,897 +24%
EA
504
Efficient Advisors
Ohio
$15.9M -$76K -259 -0.5%
CWM
505
Campbell Wealth Management
Virginia
$15.9M +$176K +599 +1%
FFN
506
Focus Financial Network
Minnesota
$15.8M +$1.43M +4,864 +11%
CFGF
507
Compass Financial Group (Florida)
Florida
$15.8M +$504K +1,715 +3%
IAN
508
Integrated Advisors Network
Texas
$15.5M +$5.25M +17,896 +55%
DS
509
DRW Securities
Illinois
$15.2M +$14.5M +49,236 New
RA
510
Rational Advisors
New York
$15.2M +$6.32M +21,510 +78%
QCG
511
Quadrant Capital Group
Ohio
$15.1M +$345K +1,174 +2%
HT
512
Hefren-Tillotson
Pennsylvania
$15.1M +$102K +348 +0.7%
Squarepoint
513
Squarepoint
New York
$15M +$14.2M +48,514 New
AFG
514
Arkansas Financial Group
Arkansas
$15M +$306K +1,043 +2%
PI
515
Pachira Investments
California
$14.9M +$14.1M +48,115 New
RA
516
Riverstone Advisors
Texas
$14.8M -$263K -896 -2%
BWCS
517
Beirne Wealth Consulting Services
Connecticut
$14.8M +$496K +1,690 +4%
KIG
518
Kessler Investment Group
Indiana
$14.7M +$2.75M +9,378 +25%
KCM
519
Kanawha Capital Management
Virginia
$14.6M +$584K +1,988 +4%
EWM
520
Evermay Wealth Management
Virginia
$14.6M +$1.05M +3,563 +8%
RJT
521
Raymond James Trust
Florida
$14.6M +$385K +1,310 +3%
FFA
522
First Foundation Advisors
California
$14.5M -$391K -1,331 -3%
BWP
523
Bernardo Wealth Planning
Pennsylvania
$14.5M +$385K +1,310 +3%
BOS
524
Bank of Stockton
California
$14.4M +$7.01M +23,882 +105%
BSW
525
Buckingham Strategic Wealth
Missouri
$14.4M -$2.19M -7,449 -14%

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.