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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
SCP
1401
Sandhill Capital Partners
New York
$817K +$8.22K +28 +1%
SFWA
1402
Summit Financial Wealth Advisors
Louisiana
$810K -$44.9K -153 -6%
IWA
1403
Inspirion Wealth Advisors
Illinois
$809K -$20.8K -71 -3%
GHA
1404
GW Henssler & Associates
Georgia
$808K +$53.1K +181 +7%
HCM
1405
Horan Capital Management
Maryland
$804K +$259K +881 +51%
FNC
1406
First National Corp
Massachusetts
$800K +$69.9K +238 +10%
RFN
1407
RDA Financial Network
Iowa
$795K +$44.9K +153 +6%
NHC
1408
Nicholas Hoffman & Company
Georgia
$794K +$1.47K +5 +0.2%
CB
1409
CNB Bank
Pennsylvania
$791K -$157K -535 -17%
LNWWM
1410
Laird Norton Wetherby Wealth Management
California
$791K +$276K +939 +58%
TFGT
1411
TS Financial Group (TSFG)
Illinois
$788K -$137K -466 -15%
PAMG
1412
Patton Albertson Miller Group
Tennessee
$788K -$42K -143 -5%
QPWM
1413
Quadrant Private Wealth Management
Pennsylvania
$788K +$225K +766 +43%
TIA
1414
Tiemann Investment Advisors
California
$787K +$21.1K +72 +3%
1SB
1415
1ST Source Bank
Indiana
$779K -$27.6K -94 -4%
SHWM
1416
Smith & Howard Wealth Management
Georgia
$769K +$161K +550 +28%
GAG
1417
GM Advisory Group
New York
$765K
BTW
1418
Boston Trust Walden
Massachusetts
$759K
NIM
1419
Nicollet Investment Management
Minnesota
$759K +$1.17K +4 +0.2%
FSA
1420
Financial Sense Advisors
California
$758K +$718K +2,446 New
SAA
1421
Southeast Asset Advisors
Georgia
$756K +$2.94K +10 +0.4%
BCM
1422
BTR Capital Management
California
$753K
LRIA
1423
Leonard Rickey Investment Advisors
Washington
$752K -$3.23K -11 -0.5%
FWM
1424
Focused Wealth Management
New York
$751K +$587 +2 +0.1%
PGA
1425
Portland Global Advisors
Maine
$743K +$3.82K +13 +0.5%

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.