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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
SBSB
551
Sullivan, Bruyette, Speros & Blaney
Virginia
$13.1M +$1.29M +4,408 +12%
NFG
552
Next Financial Group
Texas
$13M +$984K +3,350 +9%
BCM
553
BTC Capital Management
Iowa
$13M -$3.33M -11,344 -21%
AWM
554
Argent Wealth Management
Massachusetts
$13M -$35.8K -122 -0.3%
RCAG
555
Rehmann Capital Advisory Group
Michigan
$12.9M -$660K -2,248 -5%
PA
556
PFG Advisors
Arizona
$12.8M -$132K -449 -1%
JFG
557
JMG Financial Group
Illinois
$12.7M -$7.05K -24 -0.1%
CGA
558
Crescent Grove Advisors
Illinois
$12.6M -$380K -1,294 -3%
LSERS
559
Louisiana State Employees Retirement System
Louisiana
$12.6M -$352K -1,200 -3%
LA
560
Lynch & Associates
Indiana
$12.6M +$109K +371 +0.9%
IDBONY
561
Israel Discount Bank of New York
New York
$12.6M -$252K -859 -2%
SC
562
Scotia Capital
Ontario, Canada
$12.5M +$2.62M +8,929 +28%
MYIA
563
Mount Yale Investment Advisors
Colorado
$12.5M -$25.3K -86 -0.2%
MWM
564
Modera Wealth Management
New Jersey
$12.5M -$1.12M -3,826 -9%
PA
565
PSI Advisors
Florida
$12.5M -$410K -1,398 -3%
LFAS
566
Level Four Advisory Services
Texas
$12.4M -$371K -1,264 -3%
MWP
567
Moller Wealth Partners
$12.4M -$1.56M -5,312 -12%
BJL
568
Brighton Jones LLC
Washington
$12.4M +$475K +1,617 +4%
PTC
569
Private Trust Company
Ohio
$12.4M +$652K +2,221 +6%
VWA
570
VERITY Wealth Advisors
United States
$12.4M
ATC
571
Argent Trust Co
Tennessee
$12.3M +$606K +2,064 +5%
DIM
572
Delta Investment Management
California
$12.3M +$4.96M +16,902 +74%
FNT
573
First National Trust
Pennsylvania
$12.3M -$1.6M -5,446 -12%
SSW
574
Smith Shellnut Wilson
Mississippi
$12.2M +$55.8K +190 +0.5%
CPIG
575
Chicago Partners Investment Group
Illinois
$12.2M +$645K +2,198 +6%

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.