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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
Victory Capital Management
51
Victory Capital Management
Texas
$414M -$458M -1,559,221 -54%
CIA
52
Choate Investment Advisors
Massachusetts
$412M -$38.3M -130,340 -9%
BAPIM
53
British Airways Pensions Investment Management
United Kingdom
$406M
V
54
Veritable
Delaware
$404M -$16.4M -55,812 -4%
M&T Bank
55
M&T Bank
New York
$381M -$13M -44,132 -3%
FHB
56
First Hawaiian Bank
Hawaii
$381M -$1.45M -4,941 -0.4%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$377M +$2.41M +8,211 +0.7%
Bessemer Group
58
Bessemer Group
New Jersey
$367M -$7.33M -24,952 -2%
JIC
59
Johnson Investment Counsel
Ohio
$367M -$25.5M -86,689 -7%
QI
60
QS Investors
New York
$364M +$82.9M +282,347 +32%
AAS
61
Avantax Advisory Services
Texas
$363M +$9.83M +33,465 +3%
Allianz Asset Management
62
Allianz Asset Management
Germany
$351M -$1.38B -4,713,390 -81%
Brown Advisory
63
Brown Advisory
Maryland
$345M +$51.5M +175,404 +19%
MB
64
MUFG Bank
Japan
$341M +$323M +1,100,000 New
CAW
65
Cornerstone Advisors (Washington)
Washington
$325M -$26.2M -89,313 -8%
FEG
66
Fund Evaluation Group
Ohio
$325M +$42.1M +143,295 +16%
CM
67
Churchill Management
California
$316M +$300M +1,021,818 New
RIG
68
RiverFront Investment Group
Virginia
$315M +$17.3M +58,922 +6%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$310M -$53.3M -181,656 -15%
Fiera Capital (Canada)
70
Fiera Capital (Canada)
Quebec, Canada
$310M -$21.3M -72,501 -7%
RJA
71
Raymond James & Associates
Florida
$302M -$14.7M -50,136 -5%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$298M +$11.2M +38,081 +4%
PAS
73
Park Avenue Securities
New York
$293M +$278M +946,766 New
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$285M -$51.9M -176,835 -16%
CAM
75
Cresset Asset Management
Illinois
$271M +$47.9M +163,250 +23%

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.