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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
Cerity Partners
651
Cerity Partners
New York
$9.13M -$9.65M -32,882 -53%
AIA
652
Avalon Investment & Advisory
Texas
$9.13M -$1.88M -6,392 -18%
NC
653
NovaPoint Capital
Georgia
$9.09M -$110K -374 -1%
FPFS
654
First Personal Financial Services
North Carolina
$9.01M -$499K -1,699 -6%
HSWM
655
Hubbell Strickland Wealth Management
Louisiana
$8.96M +$824K +2,807 +11%
CCFM
656
Clear Creek Financial Management
Washington
$8.95M +$1.35M +4,587 +19%
HIA
657
Harbor Investment Advisory
Maryland
$8.94M +$25.5K +87 +0.3%
BRM
658
Boston Research & Management
Massachusetts
$8.92M -$485K -1,653 -5%
MCM
659
Maxim Capital Management
California
$8.91M +$169K +577 +2%
HB
660
Homrich & Berg
Georgia
$8.88M -$1.88M -6,389 -18%
CBFP
661
Cedar Brook Financial Partners
Ohio
$8.88M -$948K -3,230 -10%
PFPT
662
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.87M +$560K +1,907 +7%
AMG
663
Asset Management Group
Connecticut
$8.77M +$102K +349 +1%
SFG
664
StrategIQ Financial Group
Indiana
$8.76M +$256K +872 +3%
SIM
665
Stratos Investment Management
Ohio
$8.75M -$474K -1,615 -5%
DT
666
Diversified Trust
Tennessee
$8.71M +$1.6M +5,437 +24%
WB
667
Webster Bank
Connecticut
$8.57M -$17.6K -60 -0.2%
PFA
668
Pinnacle Family Advisors
Missouri
$8.56M -$191K -650 -2%
GAM
669
Gould Asset Management
California
$8.53M -$151K -515 -2%
WB
670
WesBanco Bank
West Virginia
$8.48M +$306K +1,041 +4%
MIH
671
Meitav Investment House
Israel
$8.42M +$5.33M +18,165 +202%
EK
672
Evensky & Katz
Florida
$8.4M +$2.85M +9,703 +56%
EWA
673
EP Wealth Advisors
California
$8.38M +$57.8K +197 +0.7%
PFM
674
Parsec Financial Management
North Carolina
$8.35M +$2.85M +9,703 +56%
PCM
675
Parsons Capital Management
Rhode Island
$8.34M -$81.3K -277 -1%

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.