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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
XF
876
XML Financial
Maryland
$4.14M +$49K +167 +1%
BC
877
Burleson & Co
California
$4.14M -$712K -2,426 -16%
ABC
878
Associated Banc-Corp
Wisconsin
$4.13M -$544K -1,852 -12%
DI
879
DAGCO Inc
Ohio
$4.13M +$658K +2,241 +20%
TC
880
Trust Company
Kansas
$4.12M +$87.8K +299 +2%
LP
881
LGL Partners
Pennsylvania
$4.11M -$1.24M -4,213 -24%
IP
882
Investment Partners
Ohio
$4.1M +$228K +776 +6%
HPWM
883
Highland Private Wealth Management
Washington
$4.1M +$11.5K +39 +0.3%
GCM
884
Gibraltar Capital Management
Oklahoma
$4.1M -$2.25M -7,652 -37%
FCT
885
Family Capital Trust
Massachusetts
$4.09M +$66.9K +228 +2%
JSL
886
JT Stratford LLC
Georgia
$4.08M +$3.87M +13,181 New
PFG
887
Pacific Financial Group
Washington
$4.07M
OFG
888
Omega Financial Group
California
$4.05M +$84.6K +288 +2%
FFS
889
Founders Financial Securities
Maryland
$4.04M -$797K -2,715 -17%
NFG
890
Nations Financial Group
Iowa
$4M -$62.8K -214 -2%
BFG
891
Beacon Financial Group
Texas
$4M
C
892
Certuity
Florida
$3.97M +$185K +631 +5%
TK
893
TIAA Kaspick
Massachusetts
$3.97M +$3.77M +12,827 New
Treasurer of the State of North Carolina
894
Treasurer of the State of North Carolina
North Carolina
$3.95M +$3.21M +10,940 +605%
FFW
895
Fusion Family Wealth
New York
$3.94M -$1.39M -4,723 -27%
CCM
896
Condor Capital Management
New Jersey
$3.94M -$59.9K -204 -2%
SWPG
897
Strategic Wealth Partners Group
Illinois
$3.92M +$13.8K +47 +0.4%
FNBOSM
898
First National Bank of South Miami
Florida
$3.92M +$49.6K +169 +1%
HI
899
Horizon Investments
North Carolina
$3.91M -$836K -2,846 -18%
SFM
900
Signet Financial Management
New Jersey
$3.85M -$30.2K -103 -0.9%

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.