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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
TCM
1376
Tufton Capital Management
Maryland
$894K -$39.1K -133 -4%
CFA
1377
CWS Financial Advisors
Michigan
$893K +$846K +2,882 New
CWP
1378
CFM Wealth Partners
Texas
$892K -$22.9K -78 -3%
RPWA
1379
Regent Peak Wealth Advisors
Georgia
$890K -$3.52K -12 -0.4%
QCIG
1380
Quad-Cities Investment Group
Iowa
$886K +$229K +779 +37%
LS
1381
Leelyn Smith
Illinois
$885K -$30.5K -104 -4%
AFA
1382
American Financial Advisors
Georgia
$885K +$1.17K +4 +0.1%
CDH
1383
Charles D. Hyman
$884K +$13.2K +45 +2%
FMC
1384
First Merchants Corp
Indiana
$868K
AIA
1385
Arbor Investment Advisors
North Carolina
$865K +$24.7K +84 +3%
CSPIA
1386
Cary Street Partners Investment Advisory
Virginia
$861K +$817K +2,782 New
TF
1387
TRH Financial
Iowa
$860K +$796K +2,711 New
LCC
1388
Lincoln Capital Corp
Rhode Island
$858K -$43.5K -148 -5%
SFG
1389
Sowa Financial Group
Rhode Island
$854K
Toronto Dominion Bank
1390
Toronto Dominion Bank
Ontario, Canada
$854K
APC
1391
Aspire Private Capital
North Carolina
$853K -$207K -705 -20%
MC
1392
Moors & Cabot
Massachusetts
$845K +$127K +432 +19%
EHC
1393
Everett Harris & Co
California
$839K +$174K +591 +28%
RFWA
1394
RPg Family Wealth Advisory
Massachusetts
$836K -$5.87K -20 -0.7%
FDCC
1395
Foster Dykema Cabot & Co
Massachusetts
$835K
PPCM
1396
Pillar Pacific Capital Management
California
$833K -$71.1K -242 -8%
BFM
1397
Boston Financial Management
Massachusetts
$829K -$56.4K -192 -7%
QAM
1398
QCI Asset Management
New York
$824K -$413K -1,406 -35%
SWM
1399
Selective Wealth Management
Virginia
$819K +$108K +369 +16%
RP
1400
Reinhart Partners
Wisconsin
$818K -$61.7K -210 -7%

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.