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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
AA
776
Argent Advisors
Louisiana
$5.65M -$949K -3,231 -15%
WWM
777
WJ Wealth Management
Arizona
$5.62M +$2.14M +7,287 +67%
CCM
778
Canal Capital Management
Virginia
$5.6M -$711K -2,420 -12%
HT
779
Heritage Trust
Oklahoma
$5.6M -$593K -2,019 -10%
WAOI
780
Wealth Advisors of Iowa
Iowa
$5.57M +$1.49M +5,070 +39%
IC
781
InterOcean Capital
Illinois
$5.55M +$432K +1,470 +9%
BPC
782
Banque Pictet & Cie
Switzerland
$5.55M -$421K -1,434 -7%
AF
783
AtlasMark Financial
Texas
$5.54M +$355K +1,208 +7%
PWAP
784
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.51M +$107K +364 +2%
VA
785
Valmark Advisers
Ohio
$5.51M -$292K -994 -5%
MWM
786
Mattern Wealth Management
Kansas
$5.5M -$254K -865 -5%
SAM
787
Silvercrest Asset Management
New York
$5.5M -$30.2K -103 -0.6%
GLA
788
Good Life Advisors
Pennsylvania
$5.45M -$13.3M -45,416 -72%
State Street
789
State Street
Massachusetts
$5.4M -$2.7M -9,195 -35%
SC
790
Sepio Capital
Utah
$5.38M +$5.1M +17,379 New
AFS
791
Axiom Financial Strategies
Indiana
$5.38M -$2.61M -8,898 -34%
SMG
792
Smart Money Group
Texas
$5.37M +$1.71M +5,829 +51%
CFG
793
Cooper Financial Group
California
$5.36M +$543K +1,848 +12%
JIP
794
Jaffetilchin Investment Partners
Florida
$5.36M +$1.03M +3,502 +25%
FHA
795
Flagship Harbor Advisors
Massachusetts
$5.32M +$1.32M +4,510 +36%
JFA
796
JNBA Financial Advisors
Minnesota
$5.3M -$3.55M -12,104 -41%
BWM
797
BerganKDV Wealth Management
Minnesota
$5.3M +$145K +493 +3%
PFS
798
Prospera Financial Services
Texas
$5.26M -$66.4K -226 -1%
LAS
799
Lloyd Advisory Services
Georgia
$5.26M -$640K -2,179 -11%
CC
800
Copperleaf Capital
North Carolina
$5.18M -$1.07M -3,634 -18%

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.