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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
RMDI
1326
R.M. Davis Inc
Maine
$1.03M
KWA
1327
KCS Wealth Advisory
California
$1.03M -$395K -1,345 -29%
HFP
1328
Holistic Financial Partners
Indiana
$1.02M -$990K -3,371 -51%
WAOTB
1329
Wealth Advisors of Tampa Bay
Florida
$1.02M
LC
1330
LCNB Corp
Ohio
$1.01M +$34.9K +119 +4%
CCM
1331
Covington Capital Management
California
$1.01M +$454K +1,545 +90%
HFS
1332
HBC Financial Services
Washington
$1.01M
KM
1333
Kalos Management
Georgia
$1.01M -$112K -381 -11%
SWK
1334
Stephen W. Kidder
$1.01M -$73.4K -250 -7%
FBFS
1335
First Business Financial Services
Wisconsin
$1.01M
AIM
1336
Axiom Investment Management
New York
$1M +$59.9K +204 +7%
ACP
1337
Arcus Capital Partners
Georgia
$1M -$143K -487 -13%
SCM
1338
SOL Capital Management
Maryland
$999K -$21.1K -72 -2%
BF
1339
Blankinship & Foster
California
$996K +$359K +1,224 +61%
CAM
1340
Congress Asset Management
Massachusetts
$993K +$84.3K +287 +10%
OBGC
1341
O'Brien Greene & Co
Pennsylvania
$991K -$10.6K -36 -1%
PA
1342
Parkside Advisors
California
$991K -$5.29K -18 -0.6%
ACP
1343
Aviance Capital Partners
Florida
$986K +$5.87K +20 +0.6%
BCM
1344
Brookmont Capital Management
Texas
$976K -$391K -1,332 -30%
SCM
1345
Stellar Capital Management
Arizona
$971K +$4.99K +17 +0.5%
JLBC
1346
J.L. Bainbridge & Co
Florida
$969K -$29.4K -100 -3%
TCWM
1347
Total Clarity Wealth Management
Illinois
$966K +$22.3K +76 +2%
TCOT
1348
Trust Company of Toledo
Ohio
$964K -$3.23K -11 -0.4%
CCM
1349
Colorado Capital Management
Colorado
$962K -$9.1K -31 -1%
VNIM
1350
Vaughan Nelson Investment Management
Texas
$960K +$910K +3,100 New

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.