We are live on ! Find out more
IVV icon

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
ESB
1176
Essex Savings Bank
Connecticut
$1.64M -$485K -1,653 -24%
CT
1177
Caldwell Trust
Florida
$1.63M -$11.5K -39 -0.7%
CCM
1178
Chilton Capital Management
Texas
$1.63M +$10.9K +37 +0.7%
SNT
1179
Security National Trust
West Virginia
$1.62M +$169K +576 +12%
Invesco
1180
Invesco
Georgia
$1.62M -$67.6M -230,138 -98%
KBFS
1181
Kohmann Bosshard Financial Services
Ohio
$1.61M +$24.4K +83 +2%
BJ
1182
Brouwer & Janachowski
California
$1.6M -$56.1K -191 -4%
RBFC
1183
Roman Butler Fullerton & Co
Missouri
$1.59M +$13.8K +47 +0.9%
BOM
1184
Bank of Marin
California
$1.57M
BDF
1185
Black Diamond Financial
Maryland
$1.57M +$69.3K +236 +5%
AFS
1186
Access Financial Services
Minnesota
$1.57M +$1.49M +5,078 New
SWM
1187
Segment Wealth Management
Texas
$1.57M +$91K +310 +7%
CWM
1188
Connecticut Wealth Management
Connecticut
$1.57M -$189K -645 -11%
HWM
1189
Howard Wealth Management
Connecticut
$1.55M -$294 -1 -0%
WPA
1190
West Paces Advisors
Georgia
$1.55M -$30.2K -103 -2%
CCA
1191
Clearwater Capital Advisors
Illinois
$1.55M +$115K +392 +9%
MS
1192
Marshall & Sullivan
Washington
$1.55M
OCG
1193
Opus Capital Group
Ohio
$1.53M +$1.76K +6 +0.1%
MOS
1194
MGO One Seven
Ohio
$1.52M +$133K +454 +10%
DBT
1195
Dubuque Bank & Trust
Iowa
$1.5M -$89K -303 -6%
GC
1196
Grace Capital
Massachusetts
$1.5M +$32.3K +110 +2%
M
1197
MOTCO
Texas
$1.5M +$73.1K +249 +5%
EIP
1198
Ellis Investment Partners
Pennsylvania
$1.5M -$52.6K -179 -4%
AB
1199
Atlas Brown
Kentucky
$1.5M +$881 +3 +0.1%
PB
1200
Pinnacle Bancorp
Nebraska
$1.5M +$51.4K +175 +4%

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.