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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
WR
851
Watson Rebecca
$4.41M -$32.3K -110 -0.8%
RG
852
Retirement Group
California
$4.41M +$4.19M +14,254 New
Two Sigma Advisers
853
Two Sigma Advisers
New York
$4.4M +$2.55M +8,700 +158%
DC
854
Davenport & Co
Virginia
$4.39M -$108K -368 -3%
HIM
855
Hanlon Investment Management
New Jersey
$4.39M -$264K -898 -6%
MWC
856
MBM Wealth Consultants
Missouri
$4.39M -$280K -955 -6%
FFG
857
Ford Financial Group
California
$4.39M +$222K +756 +6%
OFG
858
OmniStar Financial Group
North Carolina
$4.38M -$327K -1,113 -7%
CCG
859
Cypress Capital Group
Florida
$4.38M +$2.01M +6,830 +93%
KWM
860
Kingsview Wealth Management
Oregon
$4.37M +$365K +1,243 +10%
PJSIMP
861
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.34M -$428K -1,456 -9%
C
862
Clearshares
New York
$4.34M -$489K -1,665 -10%
MOACM
863
Mutual of America Capital Management
New York
$4.33M -$885K -3,015 -18%
MWP
864
MYCIO Wealth Partners
Pennsylvania
$4.31M +$7.63K +26 +0.2%
SI
865
Stephens Inc
Arkansas
$4.31M -$896K -3,053 -18%
SWA
866
Stratos Wealth Advisors
Ohio
$4.3M +$437K +1,489 +12%
AW
867
ACG Wealth
Georgia
$4.27M -$4.23M -14,393 -51%
IFG
868
Independent Financial Group
California
$4.26M -$915K -3,115 -18%
JWA
869
JFS Wealth Advisors
Pennsylvania
$4.21M -$83.7K -285 -2%
PO
870
Private Ocean
California
$4.2M -$856K -2,914 -18%
CIR
871
Clear Investment Research
Georgia
$4.2M -$250K -852 -6%
SAM
872
Shone Asset Management
California
$4.2M -$712K -2,425 -16%
AF
873
Allworth Financial
California
$4.19M -$1.14M -3,888 -22%
CAG
874
Csenge Advisory Group
Florida
$4.18M -$385K -1,312 -9%
CFS
875
CRA Financial Services
New Jersey
$4.15M -$66.9K -228 -2%

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.