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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
Millennium Management
901
Millennium Management
New York
$3.83M -$87.3M -297,493 -96%
MCM
902
Mitchell Capital Management
Kansas
$3.82M -$628K -2,138 -15%
TFCP
903
Twin Focus Capital Partners
Massachusetts
$3.81M -$448K -1,527 -11%
NEGWA
904
New England Guild Wealth Advisors
Connecticut
$3.8M +$976K +3,324 +37%
TSS
905
Two Sigma Securities
New York
$3.8M -$97.8M -332,971 -96%
BFG
906
Barber Financial Group
Kansas
$3.79M +$14.4K +49 +0.4%
UIA
907
UBP Investment Advisors
Switzerland
$3.79M
NPP
908
New Potomac Partners
Maryland
$3.79M -$300K -1,022 -8%
ACM
909
AlphaStar Capital Management
North Carolina
$3.76M -$1.47M -5,014 -30%
WCM
910
Wealthcare Capital Management
Virginia
$3.76M +$193K +658 +6%
PPP
911
Private Portfolio Partners
New Jersey
$3.75M -$844K -2,876 -19%
CG
912
Caprock Group
Idaho
$3.73M -$1.6M -5,459 -31%
SF
913
Synovus Financial
Georgia
$3.73M -$2.24M -7,615 -39%
SFPG
914
Stonebridge Financial Planning Group
Florida
$3.72M -$56.1K -191 -2%
PCA
915
Personal Capital Advisors
California
$3.71M -$1.42M -4,853 -29%
TA
916
Townsend & Associates
Colorado
$3.69M +$1.07M +3,654 +44%
AWS
917
AJ Wealth Strategies
New York
$3.69M -$505K -1,719 -13%
KCP
918
KDI Capital Partners
North Carolina
$3.68M -$854K -2,908 -20%
CRC
919
Curi RMB Capital
Illinois
$3.67M -$874K -2,975 -20%
MFG
920
Merit Financial Group
Georgia
$3.67M -$526K -1,791 -13%
9WM
921
9258 Wealth Management
Ohio
$3.65M +$62K +211 +2%
KFGK
922
Keystone Financial Group (Kentucky)
Kentucky
$3.63M +$1.14M +3,884 +50%
BMM
923
Buffington Mohr McNeal
Idaho
$3.63M +$253K +861 +8%
PGFC
924
Peapack-Gladstone Financial Corp
New Jersey
$3.62M -$121K -411 -3%
UTC
925
Unified Trust Company
Kentucky
$3.62M +$211K +718 +7%

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.