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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
ECG
1426
EPIQ Capital Group
California
$741K
MCM
1427
Mengis Capital Management
Oregon
$740K +$72.2K +246 +11%
MIM
1428
Macroview Investment Management
Maryland
$738K +$7.34K +25 +1%
SFFS
1429
Stonehage Fleming Financial Services
Jersey
$736K +$95.1K +324 +16%
APP
1430
Avantax Planning Partners
Iowa
$734K +$294 +1 +0%
VCM
1431
Virtue Capital Management
Tennessee
$727K +$362K +1,232 +110%
AP
1432
Adero Partners
California
$726K +$289K +984 +72%
BMA
1433
Brooks Moore & Associates
Tennessee
$724K
RICHC
1434
Renaissance Investment Consultants Holding Company
Pennsylvania
$721K -$130K -444 -17%
RC
1435
Randolph Company
Ohio
$721K -$106K -361 -13%
SCI
1436
Stableford Capital II
Arizona
$720K -$2.24M -7,635 -77%
BAM
1437
Barrett Asset Management
New York
$713K +$327K +1,112 +94%
CCM
1438
Carlson Capital Management
Minnesota
$708K +$1.47K +5 +0.2%
EAMA
1439
EFG Asset Management (Americas)
Florida
$706K -$127K -432 -16%
IA
1440
Independence Advisors
Pennsylvania
$706K -$20K -68 -3%
HCA
1441
Harbour Capital Advisors
Virginia
$706K +$14.7K +50 +2%
KTC
1442
Kistler-Tiffany Companies
Pennsylvania
$703K +$360K +1,226 +117%
CAL
1443
Capital Advisors Ltd
Ohio
$696K -$10.3K -35 -2%
IIA
1444
IPG Investment Advisors
California
$696K +$6.17K +21 +0.9%
GWS
1445
Glassman Wealth Services
Virginia
$695K +$3.52K +12 +0.5%
Simplex Trading
1446
Simplex Trading
Illinois
$694K +$658K +2,241 New
BO
1447
Bank OZK
Arkansas
$690K -$36.1K -123 -5%
KP
1448
Keel Point
Alabama
$690K +$35.5K +121 +6%
AIS
1449
American Investment Services
Massachusetts
$690K +$147K +500 +29%
MIG
1450
McGuire Investment Group
Rhode Island
$689K -$2.35K -8 -0.4%

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.