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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
PA
1351
Paracle Advisors
Washington
$957K -$9.4K -32 -1%
LPIC
1352
LeJeune Puetz Investment Counsel
Michigan
$955K -$179K -610 -17%
BW
1353
Bison Wealth
Georgia
$954K -$45.5K -155 -5%
TH
1354
TCTC Holdings
Texas
$951K -$126K -429 -12%
WT
1355
Washington Trust
Rhode Island
$951K -$19.1K -65 -2%
RG
1356
Rathbones Group
United Kingdom
$950K -$211K -720 -19%
IWA
1357
Intercontinental Wealth Advisors
Texas
$943K -$13.2K -45 -1%
CA
1358
Corrado Advisors
New Jersey
$937K +$8.81K +30 +1%
VCP
1359
Vista Capital Partners
Oregon
$934K -$22K -75 -2%
SIA
1360
Starfire Investment Advisers
Michigan
$929K +$1.17K +4 +0.1%
IP
1361
Intellectus Partners
California
$928K -$64K -218 -7%
PIA
1362
Perennial Investment Advisors
California
$928K +$605K +2,059 +220%
CCM
1363
Coe Capital Management
Illinois
$921K
AWM
1364
Apollon Wealth Management
South Carolina
$918K +$131K +445 +18%
AWM
1365
Altium Wealth Management
New York
$917K -$53.4K -182 -6%
LA
1366
Legacy Advisors
Pennsylvania
$916K
AWMG
1367
Alliance Wealth Management Group
New Jersey
$908K +$9.1K +31 +1%
WG
1368
Welch Group
Alabama
$906K -$3.36M -11,427 -80%
PL
1369
Parthenon LLC
Kentucky
$906K
CAAS
1370
Capital Asset Advisory Services
Michigan
$905K -$56.1K -191 -7%
SFG
1371
SevenBridge Financial Group
Pennsylvania
$902K +$3.82K +13 +0.4%
SWM
1372
SeaCrest Wealth Management
New York
$900K -$24.4K -83 -3%
LA
1373
LexAurum Advisors
Kansas
$898K -$105K -356 -11%
HCA
1374
Horan Capital Advisors
Ohio
$898K +$14.7K +50 +2%
PFBT
1375
Parkside Financial Bank & Trust
Missouri
$897K +$881 +3 +0.1%

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.