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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
TAMH
1026
Taikang Asset Management (HK)
Hong Kong
$2.6M -$800K -2,726 -25%
EAM
1027
Evanson Asset Management
California
$2.6M +$45.8K +156 +2%
BCV
1028
Banque Cantonale Vaudoise
Switzerland
$2.59M -$661K -2,251 -21%
CS
1029
Capital Square
Tennessee
$2.57M -$423K -1,441 -15%
RG
1030
Rikoon Group
New Mexico
$2.56M +$11.7K +40 +0.5%
CMBA
1031
C.M. Bidwell & Associates
Hawaii
$2.54M +$4.4K +15 +0.2%
NSIM
1032
North Star Investment Management
Illinois
$2.53M +$8.81K +30 +0.4%
RC
1033
RegentAtlantic Capital
New Jersey
$2.53M +$683K +2,326 +40%
ACG
1034
Allen Capital Group
Nebraska
$2.52M -$541K -1,843 -18%
EWMCB
1035
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.52M +$1.12M +3,808 +88%
MWM
1036
Mission Wealth Management
California
$2.52M -$543K -1,850 -19%
CCM
1037
Cohen Capital Management
California
$2.51M +$19.4K +66 +0.8%
WFMPM
1038
Woodley Farra Manion Portfolio Management
Indiana
$2.47M -$1.13M -3,854 -33%
FPTW
1039
Franklin, Parlapiano, Turner & Welch
Texas
$2.46M
SCA
1040
Sage Capital Advisors
South Dakota
$2.46M -$191K -651 -8%
RC
1041
Rinet Company
Massachusetts
$2.46M +$959K +3,267 +70%
DAS
1042
Dynamic Advisor Solutions
Arizona
$2.45M -$460K -1,566 -17%
Betterment LLC
1043
Betterment LLC
New York
$2.43M +$233K +792 +11%
BFP
1044
Briaud Financial Planning
Texas
$2.42M
VWM
1045
Vigilare Wealth Management
Arizona
$2.42M -$647K -2,202 -22%
WPC
1046
White Pine Capital
Minnesota
$2.41M +$61.7K +210 +3%
OFS
1047
Oldfather Financial Services
Nebraska
$2.4M -$18.8K -64 -0.9%
CCT
1048
Chemung Canal Trust
New York
$2.4M -$9.65M -32,872 -81%
PWP
1049
Private Wealth Partners
California
$2.4M
HFS
1050
Howard Financial Services
Texas
$2.38M

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.