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
CTC
751
Central Trust Company
Missouri
$6.27M +$35.5K +121 +0.6%
SDAM
752
Shulman DeMeo Asset Management
New York
$6.2M -$152K -517 -3%
HH
753
Hilltop Holdings
Texas
$6.19M +$5.13M +17,474 +694%
1IA
754
1834 Investment Advisors
Wisconsin
$6.17M -$263K -895 -4%
CA
755
Calton & Associates
Florida
$6.16M +$1.48M +5,029 +34%
KIA
756
KCM Investment Advisors
California
$6.15M -$21.4M -72,918 -79%
AAM
757
Aureus Asset Management
Massachusetts
$6.15M +$1.15M +3,909 +25%
SS
758
Sunbelt Securities
Texas
$6.14M -$12.9M -44,098 -69%
KA
759
Kovack Advisors
Florida
$6.14M +$628K +2,139 +12%
FIM
760
Fernwood Investment Management
Massachusetts
$6.14M +$30.8K +105 +0.5%
PFGIA
761
Patriot Financial Group Insurance Agency
Massachusetts
$6.12M +$1.56M +5,324 +37%
IAA
762
Independent Advisor Alliance
North Carolina
$6.09M -$976K -3,325 -15%
JIR
763
James Investment Research
Ohio
$6.09M -$151K -515 -3%
TCM
764
Telos Capital Management
California
$6.03M +$9.98K +34 +0.2%
DW
765
Domani Wealth
Pennsylvania
$6.02M -$544K -1,852 -9%
FC
766
Ferris Capital
Massachusetts
$6M +$1.25M +4,243 +28%
IIC
767
Integrated Investment Consultants
Michigan
$5.94M +$176K +601 +3%
IFWM
768
Institute for Wealth Management
Colorado
$5.91M +$847K +2,885 +18%
LSAG
769
Lake Street Advisors Group
New Hampshire
$5.89M +$571K +1,946 +11%
BAS
770
Brown Advisory Securities
Maryland
$5.89M -$319K -1,088 -6%
NCM
771
Novare Capital Management
North Carolina
$5.88M -$499K -1,699 -8%
GVAG
772
Great Valley Advisor Group
Delaware
$5.86M +$2.57M +8,740 +86%
CRCM
773
Corbett Road Capital Management
Virginia
$5.71M +$423K +1,439 +8%
LWPC
774
Legacy Wealth Partners (California)
California
$5.66M +$1.42M +4,829 +36%
BWP
775
Baldwin Wealth Partners
Massachusetts
$5.66M -$61.7K -210 -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.