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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
WMA
926
Wealth Management Associates
New Jersey
$3.6M -$87.5K -298 -2%
ACA
927
Ackerman Capital Advisors
Texas
$3.59M -$676K -2,302 -17%
WS
928
Wedbush Securities
California
$3.59M +$258K +878 +8%
NGA
929
Naples Global Advisors
Florida
$3.59M +$76K +259 +2%
WPW
930
Waldron Private Wealth
Pennsylvania
$3.58M -$301K -1,026 -8%
GP
931
Geneva Partners
Wisconsin
$3.58M -$25.5K -87 -0.7%
BWA
932
Beam Wealth Advisors
Louisiana
$3.56M -$5.21M -17,747 -61%
EWM
933
Empirical Wealth Management
Washington
$3.55M +$233K +795 +7%
SEI Investments
934
SEI Investments
Pennsylvania
$3.55M +$116K +394 +4%
SC
935
Steph & Co
Wisconsin
$3.54M +$144K +489 +4%
APW
936
Acima Private Wealth
Virginia
$3.52M +$234K +797 +8%
SGK
937
Steigerwald Gordon & Koch
Virginia
$3.51M +$192K +655 +6%
MFP
938
Meridian Financial Partners
Virginia
$3.5M -$345K -1,176 -10%
BAMG
939
Brand Asset Management Group
Missouri
$3.5M -$27K -92 -0.8%
WP
940
WealthSource Partners
California
$3.49M -$206K -703 -6%
PCS
941
Personal CFO Solutions
New Jersey
$3.47M -$65.8K -224 -2%
BG
942
Berry Group
Massachusetts
$3.47M -$84.6K -288 -3%
GCA
943
Greenwood Capital Associates
South Carolina
$3.45M +$3.27M +11,150 New
SFG
944
Summit Financial Group
West Virginia
$3.44M -$73.4K -250 -2%
KF
945
Krilogy Financial
Missouri
$3.43M +$995K +3,388 +44%
PM
946
Pembroke Management
Quebec, Canada
$3.41M +$351K +1,197 +12%
GB
947
Gunma Bank
Japan
$3.41M +$3.23M +11,000 New
X
948
Xponance
Pennsylvania
$3.41M +$3.23M +11,001 New
BCM
949
Birmingham Capital Management
Alabama
$3.4M -$3.73M -12,700 -54%
FFG
950
Frisch Financial Group
New York
$3.37M -$3.46M -11,795 -52%

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.