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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
HPC
526
Hobart Private Capital
North Carolina
$14.3M -$1.19M -4,060 -8%
NAM
527
North American Management
Massachusetts
$14.2M -$992K -3,380 -7%
WCM
528
WealthBridge Capital Management
Ohio
$14.2M +$2.02M +6,893 +18%
SC
529
SouthState Corp
Florida
$14.1M -$360K -1,227 -3%
GG
530
GenWealth Group
New Jersey
$14.1M +$13M +44,332 +5,374%
IC
531
IEQ Capital
California
$14M -$791K -2,693 -6%
TSA
532
Tri-Star Advisors
Texas
$14M +$12.7M +43,243 New
CA
533
Cornerstone Advisors
North Carolina
$13.9M -$4.4M -15,000 -25%
CA
534
Clearstead Advisors
Ohio
$13.8M -$157K -534 -1%
MCM
535
MV Capital Management
Maryland
$13.8M -$102K -347 -0.8%
RPC
536
Rossmore Private Capital
Connecticut
$13.7M -$591K -2,014 -4%
MPW
537
MA Private Wealth
California
$13.6M -$16.1M -54,892 -55%
HFA
538
High Falls Advisors
New York
$13.6M +$9.22M +31,387 +251%
OWA
539
Outlook Wealth Advisors
Texas
$13.5M +$1.19M +4,043 +10%
SC
540
Savant Capital
Illinois
$13.5M -$626K -2,131 -5%
UWPG
541
Ullmann Wealth Partners Group
Florida
$13.5M +$11.4M +38,924 +858%
NB
542
Northwest Bancshares
Pennsylvania
$13.4M +$518K +1,763 +4%
FFBTD
543
First Financial Bank - Trust Division
Ohio
$13.4M -$66.7K -227 -0.5%
SWMG
544
Sanchez Wealth Management Group
Florida
$13.4M +$3.82K +13 +0%
RWA
545
Ropes Wealth Advisors
Massachusetts
$13.4M +$261K +888 +2%
RWMH
546
Riverpoint Wealth Management Holdings
Illinois
$13.4M -$16.4K -56 -0.1%
SCA
547
Stonebridge Capital Advisors
Minnesota
$13.4M -$344K -1,171 -3%
MIOT
548
Massachusetts Institute of Technology
Massachusetts
$13.3M +$12.6M +42,945 New
MFT
549
Moisand Fitzgerald Tamayo
Florida
$13.3M -$466K -1,587 -4%
CA
550
Centerpoint Advisors
Massachusetts
$13.3M +$12.5M +42,659 +21,014%

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.