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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
CG
1001
Cynosure Group
Utah
$2.89M
FG
1002
Fiduciary Group
Georgia
$2.87M -$234K -796 -8%
SP
1003
Successful Portfolios
Florida
$2.87M +$178K +605 +7%
SSWG
1004
Seven Springs Wealth Group
Tennessee
$2.84M -$28.8K -98 -1%
JGIA
1005
Jackson Grant Investment Advisers
Connecticut
$2.84M +$9.1K +31 +0.3%
CIAS
1006
Capital Investment Advisory Services
North Carolina
$2.8M +$1.63M +5,557 +160%
AWA
1007
Arete Wealth Advisors
Illinois
$2.8M -$4.42M -15,055 -63%
FC
1008
Forte Capital
New York
$2.79M +$2.65M +9,017 New
MSAGDF
1009
Moneda SA Administradora General de Fondos
Chile
$2.79M +$1.27M +4,314 +86%
HCM
1010
Harvey Capital Management
Florida
$2.78M -$33.5K -114 -1%
SFP
1011
Shepherd Financial Partners
Massachusetts
$2.76M -$312K -1,063 -11%
SAM
1012
S.A. Mason
Michigan
$2.75M -$108K -367 -4%
CT
1013
Clearstead Trust
Maine
$2.73M -$21.7K -74 -0.8%
GIA
1014
Guyasuta Investment Advisors
Pennsylvania
$2.71M -$249K -847 -9%
DY
1015
Dowling & Yahnke
California
$2.71M -$283K -965 -10%
VC
1016
Veracity Capital
Georgia
$2.71M +$11.4M +38,874 +581%
RDWM
1017
Red Door Wealth Management
Tennessee
$2.7M +$2.35K +8 +0.1%
FWP
1018
FAS Wealth Partners
Kansas
$2.67M -$49.6K -169 -2%
EW
1019
Emerson Wealth
Michigan
$2.67M -$158K -537 -6%
FSC
1020
Full Sail Capital
Oklahoma
$2.66M -$152K -517 -6%
Zurich Cantonal Bank
1021
Zurich Cantonal Bank
Switzerland
$2.64M +$107K +365 +4%
AUB
1022
Atlantic Union Bankshares
Virginia
$2.63M -$48.2K -164 -2%
MWM
1023
Madison Wealth Management
Ohio
$2.63M +$8.81K +30 +0.4%
AIA
1024
Affinity Investment Advisors
California
$2.62M +$2.48M +8,450 New
American Century Companies
1025
American Century Companies
Missouri
$2.6M +$2.47M +8,400 New

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.