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
Ensign Peak Advisors
101
Ensign Peak Advisors
Utah
$145M -$61.4M -208,985 -31%
HighTower Advisors
102
HighTower Advisors
Illinois
$145M -$4.01M -13,671 -3%
HTC
103
Haverford Trust Company
Pennsylvania
$140M -$1.13M -3,850 -0.8%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$138M +$484K +1,649 +0.4%
NAM
105
NorthCoast Asset Management
Connecticut
$137M -$3.54M -12,060 -3%
Northern Trust
106
Northern Trust
Illinois
$136M +$23.3M +79,487 +22%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$136M -$1.75M -5,970 -1%
LIA
108
LBMC Investment Advisors
Tennessee
$134M -$6.43M -21,911 -5%
WANY
109
Wealthspire Advisors (New York)
New York
$132M -$101M -343,189 -45%
FLPIM
110
F.L. Putnam Investment Management
Massachusetts
$126M +$1.51M +5,148 +1%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$125M
BL
112
Balentine LLC
Georgia
$125M +$1.93M +6,568 +2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$124M +$21.5M +73,121 +22%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124M -$132M -451,237 -53%
FFA
115
Fragasso Financial Advisors
Pennsylvania
$124M +$1.45M +4,955 +1%
Lazard Asset Management
116
Lazard Asset Management
New York
$124M -$4.11M -14,008 -3%
BP
117
Ballentine Partners
Massachusetts
$123M +$2.76M +9,385 +2%
RGIA
118
Rainier Group Investment Advisory
Washington
$122M +$116M +394,781 New
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$122M +$8.24M +28,062 +8%
EH
120
Equitable Holdings
New York
$121M +$1.45M +4,937 +1%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$119M -$2.74M -9,319 -2%
MIA
122
MainStreet Investment Advisors
Illinois
$119M +$95.5M +325,221 +538%
GBBWRPM
123
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$115M -$17.6M -60,022 -14%
CA
124
Cetera Advisors
Colorado
$113M +$20.1M +68,350 +23%
Stifel Financial
125
Stifel Financial
Missouri
$113M +$8.46M +28,829 +9%

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.