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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
TFS
1201
Thoroughbred Financial Services
Tennessee
$1.49M -$437K -1,490 -24%
BS
1202
Boenning & Scattergood
Pennsylvania
$1.49M +$96.6K +329 +7%
MMHP
1203
Murphy Middleton Hinkle & Parker
Georgia
$1.49M +$4.7K +16 +0.3%
CAM
1204
Carret Asset Management
New York
$1.49M +$7.05K +24 +0.5%
SRC
1205
Sage Rhino Capital
California
$1.49M +$305K +1,040 +28%
MCG
1206
MACRO Consulting Group
New Jersey
$1.48M -$29.4K -100 -2%
AF
1207
Alerus Financial
North Dakota
$1.47M +$107K +365 +8%
FWM
1208
Foresight Wealth Management
Utah
$1.47M -$82.2K -280 -6%
SMM
1209
Stadion Money Management
Georgia
$1.45M -$113K -385 -8%
EWM
1210
Edge Wealth Management
New York
$1.45M -$587 -2 -0%
HAS
1211
HBW Advisory Services
California
$1.45M +$1.37M +4,672 New
TWM
1212
Tolleson Wealth Management
Texas
$1.44M
WCWM
1213
Willow Creek Wealth Management
California
$1.44M +$294 +1 +0%
SC
1214
Slow Capital
California
$1.43M +$7.93K +27 +0.6%
PV
1215
Private Vista
Illinois
$1.43M
TCBWMS
1216
Texas Capital Bank Wealth Management Services
Texas
$1.43M -$147K -502 -10%
FPCG
1217
Fort Pitt Capital Group
Pennsylvania
$1.43M -$25.3K -86 -2%
CA
1218
Claro Advisors
Massachusetts
$1.42M +$1.35M +4,595 New
ADL
1219
Asset Dedication LLC
California
$1.42M +$20.6K +70 +2%
GP
1220
Girard Partners
Pennsylvania
$1.42M -$184K -628 -12%
MPCG
1221
Matrix Private Capital Group
New York
$1.42M -$45.8K -156 -3%
TTWM
1222
TCV Trust & Wealth Management
Virginia
$1.41M -$42.6K -145 -3%
FTI
1223
Fiduciary Trust International
Massachusetts
$1.41M -$12.3M -41,804 -90%
FAM
1224
Formidable Asset Management
Ohio
$1.41M +$1.31M +4,478 New
CC
1225
Chanos & Company
New York
$1.41M +$1.34M +4,551 New

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.