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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
RCA
1301
Rowland Carmichael Advisors
Arizona
$1.1M +$400K +1,362 +62%
DLCIG
1302
D.L. Carlson Investment Group
New Hampshire
$1.1M
PCMC
1303
Private Capital Management (Colorado)
Colorado
$1.1M +$11.2K +38 +1%
BA
1304
Ballast Advisors
Minnesota
$1.1M +$104K +355 +11%
CFS
1305
Cannon Financial Strategists
Georgia
$1.09M +$136K +463 +15%
FFM
1306
Fullerton Fund Management
Singapore
$1.09M -$7.52M -25,601 -88%
AS
1307
Altshuler Shaham
Israel
$1.08M +$1.03M +3,500 New
EGA
1308
E&G Advisors
Texas
$1.08M
MWM
1309
MinichMacGregor Wealth Management
New York
$1.08M -$228K -777 -18%
KOMWMG
1310
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.08M +$19.7K +67 +2%
AM
1311
Atwater Malick
Pennsylvania
$1.08M +$2.35K +8 +0.2%
ECM
1312
Evergreen Capital Management
Washington
$1.07M +$587 +2 +0.1%
EM
1313
Excalibur Management
Massachusetts
$1.07M -$44K -150 -4%
IIM
1314
Ipswich Investment Management
Massachusetts
$1.07M -$9.4K -32 -0.9%
CT
1315
Cambridge Trust
Massachusetts
$1.07M -$22K -75 -2%
PWG
1316
Private Wealth Group
Florida
$1.06M
CIC
1317
Cutler Investment Counsel
Oregon
$1.06M +$62.5K +213 +7%
KLCM
1318
KG&L Capital Management
Louisiana
$1.06M -$50.2K -171 -5%
BRWM
1319
B. Riley Wealth Management
Tennessee
$1.05M -$337K -1,149 -25%
QT
1320
Quantbot Technologies
New York
$1.05M +$105K +358 +12%
DWM
1321
Doyle Wealth Management
Florida
$1.04M -$294K -1,003 -23%
APWM
1322
Atlas Private Wealth Management
New York
$1.04M -$53.1K -181 -5%
CFD
1323
Creative Financial Designs
Indiana
$1.04M +$196K +667 +25%
SIS
1324
SVB Investment Services
Utah
$1.04M -$66.9K -228 -6%
MFG
1325
MidWestOne Financial Group
Iowa
$1.04M -$7.93K -27 -0.8%

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.