We are live on ! Find out more
IVV icon

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
PBO
576
Peoples Bank (Ohio)
Ohio
$12.2M -$67.8K -231 -0.6%
EWA
577
Exencial Wealth Advisors
Oklahoma
$12.2M +$9.68M +32,976 +525%
IFAM
578
Institutional & Family Asset Management
Colorado
$12.1M +$271K +924 +2%
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$12.1M -$226K -769 -2%
MMA
580
Miracle Mile Advisors
California
$12.1M -$579K -1,973 -5%
OIA
581
OneDigital Investment Advisors
Kansas
$12.1M +$170K +579 +2%
GW
582
GW & Wade
Massachusetts
$12.1M +$495K +1,685 +5%
BFM
583
Broadview Financial Management
Wisconsin
$12.1M -$1.02M -3,458 -8%
HR
584
Hardy Reed
Mississippi
$12.1M -$8.52K -29 -0.1%
TVAMP
585
Tennessee Valley Asset Management Partners
Tennessee
$12.1M -$32K -109 -0.3%
FCA
586
FLC Capital Advisors
California
$12M +$8.92M +30,389 +410%
CAM
587
Concorde Asset Management
Michigan
$11.9M -$1.91M -6,505 -14%
MSA
588
Marino Stram & Associates
Massachusetts
$11.7M +$228K +776 +2%
LJAC
589
L.J. Altfest & Co
New York
$11.6M +$398K +1,357 +4%
PCP
590
Proficio Capital Partners
Massachusetts
$11.5M -$551K -1,875 -5%
RHBC
591
R.H. Bluestein & Co
Michigan
$11.5M +$1.19M +4,059 +12%
FA
592
Fiducient Advisors
Illinois
$11.4M -$6.88M -23,428 -39%
CTB
593
Country Trust Bank
Illinois
$11.4M +$269K +916 +3%
LWM
594
Liberty Wealth Management
California
$11.2M -$520K -1,771 -5%
EFSCE
595
Enterprise Financial Services Corp (EFSC)
Missouri
$11.2M -$190K -647 -2%
TPCW
596
TD Private Client Wealth
New York
$11.1M -$2.72M -9,252 -21%
Citadel Advisors
597
Citadel Advisors
Florida
$11.1M +$10.5M +35,700 New
DC
598
DeDora Capital
California
$11M +$10.2M +34,573 +3,824%
WWM
599
Western Wealth Management
Colorado
$11M +$521K +1,776 +5%
ARG
600
Advisory Resource Group
Oklahoma
$10.9M +$2.23M +7,597 +28%

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.