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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$269M -$13.1M -44,581 -5%
SW
77
SVB Wealth
Massachusetts
$246M +$65.5M +223,186 +39%
LWIC
78
Leith Wheeler Investment Counsel
British Columbia, Canada
$241M +$3.62M +12,336 +2%
MML Investors Services
79
MML Investors Services
Massachusetts
$227M -$1.45M -4,939 -0.7%
B
80
Brightworth
Georgia
$223M +$1.58M +5,391 +0.8%
JFGIW
81
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$221M +$8.58M +29,226 +4%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$218M -$2.3M -7,844 -1%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$218M +$6.38M +21,734 +3%
CFG
84
CKW Financial Group
Hawaii
$217M -$10.4M -35,375 -5%
HWA
85
Heritage Wealth Advisors
Virginia
$216M +$20.5M +69,726 +11%
TF
86
TIAA FSB
Florida
$214M -$1.47M -5,003 -0.7%
MCM
87
MAI Capital Management
Ohio
$211M +$5.94M +20,234 +3%
SMFG
88
Sumitomo Mitsui Financial Group
Japan
$195M +$181M +618,000 +5,150%
SIC
89
Sigma Investment Counselors
Michigan
$193M +$6.68M +22,735 +4%
VIA
90
Vantagepoint Investment Advisers
District of Columbia
$185M +$175M +596,471 New
Comerica Bank
91
Comerica Bank
Texas
$182M -$6.57M -22,362 -4%
BOS
92
Bingham Osborn & Scarborough
California
$175M +$13.5M +46,052 +9%
JRP
93
Jasper Ridge Partners
California
$170M -$17.2M -58,573 -10%
UB
94
UMB Bank
Missouri
$169M -$2.11M -7,179 -1%
B
95
Barings
North Carolina
$163M
ECM
96
ETrade Capital Management
Virginia
$162M +$4.31M +14,676 +3%
3AM
97
3EDGE Asset Management
Florida
$156M +$78.5M +267,215 +113%
Deutsche Bank
98
Deutsche Bank
Germany
$156M +$2.2M +7,478 +2%
Prudential Financial
99
Prudential Financial
New Jersey
$153M -$100M -341,727 -41%
TLIC
100
Taiyo Life Insurance Company
Japan
$147M +$15.6M +53,000 +13%

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.