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
GAM
1276
Griffin Asset Management
New York
$1.21M -$9.4K -32 -0.8%
SAM
1277
Strategy Asset Managers
California
$1.21M +$186K +635 +19%
MIM
1278
Montgomery Investment Management
Maryland
$1.21M
PWW
1279
Pettyjohn Wood & White
Virginia
$1.2M
SCM
1280
Southport Capital Management
Tennessee
$1.19M +$22.9K +78 +2%
BPB
1281
Badgley, Phelps & Bell
Washington
$1.19M +$3.23K +11 +0.3%
SGCA
1282
Steel Grove Capital Advisors
Tennessee
$1.19M +$386K +1,313 +52%
LSA
1283
Lion Street Advisors
Texas
$1.18M -$508K -1,730 -31%
TP
1284
Tranquility Partners
Tennessee
$1.18M -$159K -540 -12%
PWM
1285
Paulson Wealth Management
Illinois
$1.18M -$20K -68 -2%
AFA
1286
Arlington Financial Advisors
California
$1.18M +$192K +654 +21%
HL
1287
HeadInvest LLC
Maine
$1.18M -$7.34K -25 -0.7%
BCM
1288
Breiter Capital Management
Florida
$1.17M +$11.2K +38 +1%
NFG
1289
Nadler Financial Group
Illinois
$1.17M
ACI
1290
Alpha Cubed Investments
California
$1.17M -$379K -1,291 -26%
APW
1291
Austin Private Wealth
Texas
$1.16M -$96.3K -328 -8%
VWM
1292
Valley Wealth Managers
New Jersey
$1.15M +$396K +1,349 +57%
HPCM
1293
Hunter Perkins Capital Management
Illinois
$1.15M +$1.09M +3,700 New
SW
1294
SlateStone Wealth
Florida
$1.14M -$32.3K -110 -3%
BCM
1295
Bayesian Capital Management
New York
$1.13M +$1.07M +3,641 New
CWM
1296
Cabot Wealth Management
Massachusetts
$1.12M -$993K -3,382 -48%
KAM
1297
Knightsbridge Asset Management
California
$1.12M +$1.06M +3,623 New
RCG
1298
Rock Creek Group
District of Columbia
$1.12M -$46.4K -158 -4%
SAM
1299
Summit Asset Management
Tennessee
$1.11M -$17.3K -59 -2%
MG
1300
McCutchen Group
Washington
$1.11M +$2.35K +8 +0.2%

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.