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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
Connor, Clark & Lunn Investment Management (CC&L)
1101
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.04M
AA
1102
Aufman Associates
Pennsylvania
$2.03M -$12.3K -42 -0.6%
TCOV
1103
Trust Company of Vermont
Vermont
$2.02M -$455K -1,548 -19%
AIA
1104
Arcadia Investment Advisors
Idaho
$2.01M -$44K -150 -2%
MWP
1105
Meridian Wealth Partners
Pennsylvania
$2.01M +$57.8K +197 +3%
CWM
1106
Concentric Wealth Management
California
$2M -$68.7K -234 -3%
MCM
1107
McRae Capital Management
New Jersey
$2M +$19.1K +65 +1%
SBH
1108
Segall Bryant & Hamill
Illinois
$1.99M -$154K -524 -8%
RBC
1109
Roble Belko & Company
Pennsylvania
$1.97M -$1.33M -4,525 -42%
BP
1110
BBR Partners
New York
$1.97M -$30.8K -105 -2%
GJIC
1111
Gamble Jones Investment Counsel
California
$1.97M +$134K +455 +8%
AWMS
1112
Advocacy Wealth Management Services
Georgia
$1.95M +$523K +1,782 +39%
UR
1113
USCA RIA
Texas
$1.95M -$4.99K -17 -0.3%
VCA
1114
Verdence Capital Advisors
Maryland
$1.95M +$304K +1,035 +20%
TCPWM
1115
Traverso Chambers Private Wealth Management
California
$1.92M -$14.1K -48 -0.8%
SIC
1116
Salem Investment Counselors
North Carolina
$1.92M +$53.1K +181 +3%
SWM
1117
SigFig Wealth Management
California
$1.91M -$95.4M -324,801 -98%
NIM
1118
Northeast Investment Management
Massachusetts
$1.89M
AIM
1119
Aspen Investment Management
Michigan
$1.89M
WI
1120
Wedgewood Investors
Pennsylvania
$1.88M
NIC
1121
Northwest Investment Counselors
Oregon
$1.88M +$2.06K +7 +0.1%
MWM
1122
Marietta Wealth Management
Georgia
$1.87M +$54K +184 +3%
LCM
1123
Liberty Capital Management
Michigan
$1.86M -$2.94K -10 -0.2%
CL
1124
CIM LLC
New York
$1.86M +$73.1K +249 +4%
AP
1125
Appleton Partners
Massachusetts
$1.86M -$37K -126 -2%

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.