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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
AWM
1226
Aprio Wealth Management
Georgia
$1.41M +$510K +1,737 +62%
FTC
1227
Farmers Trust Company
Ohio
$1.4M -$20.8K -71 -2%
PP
1228
Pacifica Partners
Canada
$1.4M +$34.6K +118 +3%
CAM
1229
Close Asset Management
United Kingdom
$1.4M -$63.4K -216 -5%
VVP
1230
Venture Visionary Partners
Ohio
$1.39M -$218K -743 -14%
GAM
1231
Gemmer Asset Management
California
$1.38M +$209K +713 +19%
CCA
1232
Column Capital Advisors
Indiana
$1.38M +$253K +860 +24%
ACI
1233
AMP Capital Investors
Australia
$1.38M +$1.32M +4,500 New
AWM
1234
Alterna Wealth Management
Texas
$1.37M -$2.99M -10,184 -70%
ICM
1235
Islay Capital Management
Texas
$1.36M -$76.6K -261 -6%
VAM
1236
Verity Asset Management
North Carolina
$1.36M +$8.57M +29,178 +706%
ZIC
1237
ZWJ Investment Counsel
Georgia
$1.36M -$630K -2,147 -33%
AC
1238
Alexandria Capital
Virginia
$1.36M -$166K -567 -11%
BFWA
1239
Benchmark Financial Wealth Advisors
Florida
$1.36M -$1.5M -5,092 -54%
Geode Capital Management
1240
Geode Capital Management
Massachusetts
$1.35M
FIM
1241
Freedom Investment Management
Connecticut
$1.35M +$1.28M +4,361 New
SFSIG
1242
San Francisco Sentry Investment Group
California
$1.34M +$8.81K +30 +0.7%
Susquehanna International Group
1243
Susquehanna International Group
Pennsylvania
$1.34M +$1.27M +4,316 New
LFA
1244
Lighthouse Financial Advisors
Maryland
$1.34M +$859K +2,925 +177%
PCIA
1245
Prime Capital Investment Advisors
Kansas
$1.33M -$226K -771 -15%
TC
1246
Truvestments Capital
Florida
$1.33M +$33.2K +113 +3%
MFIMFI
1247
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.32M +$4.99K +17 +0.4%
BMO
1248
Beck Mack & Oliver
New York
$1.31M
MPI
1249
Mairs & Power Inc
Minnesota
$1.3M
GIA
1250
GHP Investment Advisors
Colorado
$1.3M +$282K +962 +30%

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.