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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
PAMU
1126
Pictet Asset Management (UK)
United Kingdom
$1.85M +$1M +3,420 +134%
DTC
1127
Davidson Trust Company
Washington
$1.85M +$1.75M +5,976 New
VLC
1128
Van Leeuwen & Company
New Jersey
$1.84M -$400K -1,362 -19%
MCA
1129
Magnolia Capital Advisors
Mississippi
$1.84M -$199K -677 -10%
ZF
1130
Zhang Financial
Michigan
$1.83M -$28.2K -96 -2%
GA
1131
Geller Advisors
New York
$1.83M +$11.5K +39 +0.7%
HPC
1132
HM Payson & Co
Maine
$1.83M +$1.41M +4,801 +433%
VWA
1133
V Wealth Advisors
Kansas
$1.82M +$174K +593 +11%
OC
1134
Oakworth Capital
Alabama
$1.82M +$72.2K +246 +4%
DPI
1135
Diversified Portfolios Inc
Michigan
$1.8M -$14.4K -49 -0.8%
PMA
1136
Prudent Man Advisors
Illinois
$1.8M +$1.71M +5,816 New
DJSG
1137
D.J. St. Germain
Massachusetts
$1.8M +$37.9K +129 +2%
VR
1138
Viridian RIA
Washington
$1.78M +$113K +386 +7%
AIP
1139
Ahrens Investment Partners
Louisiana
$1.78M -$255K -868 -13%
DP
1140
Denver PWM
Colorado
$1.77M +$6.46K +22 +0.4%
VAG
1141
VisionPoint Advisory Group
Texas
$1.77M +$1.09M +3,728 +210%
FPCP
1142
Fort Point Capital Partners
California
$1.77M -$124K -422 -7%
RMC
1143
Resources Management Corp
Connecticut
$1.76M -$12.6K -43 -0.8%
Nomura Asset Management
1144
Nomura Asset Management
Japan
$1.76M +$170K +580 +11%
HA
1145
HYA Advisors
Missouri
$1.75M +$63.1K +215 +4%
CAM
1146
Cozad Asset Management
Illinois
$1.75M +$1.66M +5,648 New
CWM
1147
Centric Wealth Management
Illinois
$1.74M +$1.65M +5,633 New
RPGK
1148
Retirement Planning Group (Kansas)
Kansas
$1.74M -$20.8K -71 -1%
BFO
1149
Boston Family Office
Massachusetts
$1.74M -$48.4K -165 -3%
NWP
1150
Northstar Wealth Partners
Connecticut
$1.73M

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.