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
OIM
826
Opus Investment Management
Massachusetts
$4.77M
FWM
827
Frontier Wealth Management
Missouri
$4.75M -$1.12M -3,831 -20%
CC
828
Chicago Capital
Illinois
$4.74M +$46.4K +158 +1%
APG
829
Abacus Planning Group
South Carolina
$4.73M -$285K -970 -6%
MCM
830
Makena Capital Management
California
$4.73M -$184K -627 -4%
FMBTD
831
First Midwest Bank Trust Division
Illinois
$4.72M -$267K -911 -6%
BOTW
832
Bank of the West
California
$4.71M -$494K -1,683 -10%
PMFA
833
Plante Moran Financial Advisors
Michigan
$4.69M -$189K -645 -4%
LI
834
LVZ Inc
Michigan
$4.66M +$2.17M +7,401 +97%
WB
835
West Bancorporation
Iowa
$4.66M +$31.4K +107 +0.7%
SMFS
836
Squar Milner Financial Services
California
$4.65M +$564K +1,922 +15%
PAM
837
Peak Asset Management
Colorado
$4.64M -$547K -1,862 -11%
FWIA
838
Fort Washington Investment Advisors
Ohio
$4.63M -$279K -950 -6%
NL
839
NEPC LLC
Massachusetts
$4.62M
MC
840
Middleton & Co
Massachusetts
$4.61M -$255K -870 -6%
PCG
841
Private Capital Group
Connecticut
$4.57M +$323K +1,100 +8%
S
842
SignatureFD
Georgia
$4.56M +$202K +688 +5%
LCOV
843
London Company of Virginia
Virginia
$4.55M -$14.3M -48,777 -77%
KPW
844
Kore Private Wealth
New York
$4.53M +$704K +2,398 +20%
PWA
845
Peterson Wealth Advisors
Utah
$4.51M -$114K -388 -3%
JA
846
JVL Associates
Michigan
$4.49M -$179K -610 -4%
MCM
847
Maryland Capital Management
Maryland
$4.45M +$308K +1,050 +8%
FHC
848
First Heartland Consultants
Missouri
$4.44M -$1.12M -3,812 -21%
PWMAG
849
Pinnacle Wealth Management Advisory Group
New Jersey
$4.44M +$412K +1,404 +11%
WP
850
WMS Partners
Maryland
$4.42M

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.