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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
AFM
1151
Andesa Financial Management
Pennsylvania
$1.72M -$397K -1,353 -20%
PG
1152
Patten Group
Tennessee
$1.72M +$36.7K +125 +2%
TFA
1153
Teamwork Financial Advisors
Texas
$1.71M +$1.01M +3,443 +165%
CPSC
1154
Carl P. Sherr & Co
Massachusetts
$1.71M +$143K +488 +10%
HHRDM
1155
H&H Retirement Design & Management
Nevada
$1.71M +$307K +1,045 +23%
BAM
1156
Belpointe Asset Management
Nevada
$1.71M +$108K +367 +7%
BCA
1157
Berman Capital Advisors
Georgia
$1.71M +$474K +1,613 +41%
Loomis, Sayles & Company
1158
Loomis, Sayles & Company
Massachusetts
$1.7M
W
1159
Wealthquest
Ohio
$1.7M +$1.61M +5,495 New
EA
1160
Emerald Advisors
Washington
$1.7M +$88.1K +300 +6%
CDIA
1161
Capital Directions Investment Advisors
Georgia
$1.69M -$59.9K -204 -4%
WBC
1162
West Branch Capital
Massachusetts
$1.68M +$310K +1,057 +24%
F
1163
F3Logic
Minnesota
$1.68M -$3.11M -10,602 -66%
PP
1164
Patten & Patten
Tennessee
$1.68M -$80.2K -273 -5%
RCWMU
1165
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.68M
CBT
1166
Central Bank & Trust
Kentucky
$1.67M -$165K -562 -9%
TCM
1167
Traynor Capital Management
Pennsylvania
$1.67M +$97.5K +332 +7%
NEPWA
1168
New England Private Wealth Advisors
Massachusetts
$1.66M -$190K -647 -11%
EFL
1169
ERn Financial LLC
Wisconsin
$1.65M +$61.4K +209 +4%
SB
1170
Strategic Blueprint
Georgia
$1.65M +$660K +2,248 +73%
SFO
1171
Stokes Family Office
Louisiana
$1.65M +$94K +320 +6%
FC
1172
Financial Consulate
Maryland
$1.65M +$105K +357 +7%
CFB
1173
Cullen/Frost Bankers
Texas
$1.64M -$191K -650 -11%
NCM
1174
Nelson Capital Management
California
$1.64M -$171K -582 -10%
SWM
1175
Stockman Wealth Management
Montana
$1.64M +$69K +235 +5%

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.