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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
CCP
801
Corient Capital Partners
California
$5.16M -$91.3K -311 -2%
GWMIA
802
Global Wealth Management Investment Advisory
Florida
$5.11M -$878K -2,991 -15%
KC
803
Kingfisher Capital
North Carolina
$5.08M +$1.93M +6,574 +67%
BAM
804
Baldrige Asset Management
Pennsylvania
$5.07M +$5.29K +18 +0.1%
SB
805
Simmons Bank
Arkansas
$5.06M
OCM
806
One Capital Management
California
$5.04M +$1.86M +6,344 +64%
RWA
807
Redhawk Wealth Advisors
Minnesota
$5.03M +$3.78M +12,877 +384%
RIM
808
Rockbridge Investment Management
New York
$5M +$4.74M +16,157 New
AFP
809
Ausdal Financial Partners
Iowa
$5M -$9.4K -32 -0.2%
TPWA
810
TRUE Private Wealth Advisors
Oregon
$4.97M -$1.96M -6,677 -29%
BWA
811
BlueSky Wealth Advisors
North Carolina
$4.97M -$137K -467 -3%
MI
812
Moneywise Inc
Virginia
$4.96M +$114K +388 +2%
GFS
813
GYL Financial Synergies
Connecticut
$4.96M -$3.68M -12,524 -44%
PAG
814
Private Advisory Group
Washington
$4.95M -$450K -1,534 -9%
ACM
815
Armbruster Capital Management
New York
$4.92M -$348K -1,186 -7%
LWAC
816
Laurel Wealth Advisors (California)
California
$4.91M -$280K -953 -6%
MWPCG
817
Measured Wealth Private Client Group
New Hampshire
$4.91M -$137K -468 -3%
WAP
818
Wealthcare Advisory Partners
Pennsylvania
$4.88M +$277K +944 +6%
MBT
819
Montecito Bank & Trust
California
$4.86M +$706K +2,406 +18%
BCWM
820
Bartlett & Co Wealth Management
Ohio
$4.82M +$95.7K +326 +2%
BC
821
Bartlett & Co
Ohio
$4.82M +$95.7K +326 +2%
FA
822
FCG Advisors
New Jersey
$4.82M -$3.98M -13,550 -47%
Jones Financial Companies
823
Jones Financial Companies
Missouri
$4.8M -$52.3K -178 -1%
TC
824
Telemus Capital
Michigan
$4.79M +$1.51M +5,137 +52%
CI
825
Cavalier Investments
Georgia
$4.79M +$1.63M +5,547 +56%

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.