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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
WFWM
1251
Wechter Feldman Wealth Management
New Jersey
$1.29M -$277K -945 -18%
FPS
1252
Fieldpoint Private Securities
Connecticut
$1.29M
GPA
1253
Garrison Point Advisors
California
$1.29M +$55.5K +189 +5%
SPA
1254
Sentinel Pension Advisors
Massachusetts
$1.29M -$69.6K -237 -5%
AWA
1255
ARQ Wealth Advisors
Arizona
$1.28M -$149K -509 -11%
HH
1256
HWG Holdings
Texas
$1.27M +$1.21M +4,118 New
IAA
1257
Ironsides Asset Advisors
North Carolina
$1.27M
AIM
1258
Alhambra Investment Management
Florida
$1.27M -$15.3K -52 -1%
B
1259
Bridgeworth
Alabama
$1.27M -$454K -1,545 -27%
AFC
1260
Adaptive Financial Consulting
Ohio
$1.26M +$482K +1,641 +67%
NAM
1261
NTV Asset Management
West Virginia
$1.26M +$1.47K +5 +0.1%
GC
1262
Gratus Capital
Georgia
$1.26M -$487K -1,657 -29%
BOPW
1263
Brandywine Oak Private Wealth
Pennsylvania
$1.26M +$155K +529 +15%
B
1264
Bellecapital
Switzerland
$1.25M
AA
1265
Advisory Alpha
Michigan
$1.25M -$529K -1,803 -32%
TWM
1266
Titus Wealth Management
California
$1.24M -$32.9K -112 -3%
PL
1267
Plancorp LLC
Missouri
$1.24M +$358K +1,220 +44%
LWMM
1268
Legacy Wealth Management (Mississippi)
Mississippi
$1.24M
LFG
1269
Larson Financial Group
Missouri
$1.24M -$166K -566 -12%
EVM
1270
Eaton Vance Management
Massachusetts
$1.23M -$512K -1,745 -31%
CW
1271
CreativeOne Wealth
Kansas
$1.23M +$27K +92 +2%
OFS
1272
OneAscent Financial Services
Alabama
$1.23M +$886K +3,019 +322%
CPC
1273
Congress Park Capital
New York
$1.22M -$81K -276 -7%
CF
1274
Centaurus Financial
California
$1.22M +$46.1K +157 +4%
Fisher Asset Management
1275
Fisher Asset Management
Washington
$1.22M +$401K +1,367 +53%

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.