We are live on ! Find out more
IVV icon

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
FWSM
1451
First Wilshire Securities Management
California
$689K
MBTD
1452
Mechanics Bank - Trust Department
California
$687K +$122K +415 +23%
GI
1453
Gradient Investments
Minnesota
$686K -$35.8K -122 -5%
KAH
1454
Kathryn A. Hall
$686K
FIM
1455
Frontier Investment Management
Texas
$683K -$54.6K -186 -8%
KFI
1456
Key Financial Inc
Pennsylvania
$683K
GD
1457
Grandfield & Dodd
New York
$680K
WOSD
1458
WFA of San Diego
California
$680K +$600K +2,045 New
PHS
1459
Pekin Hardy Strauss
Illinois
$672K +$76.6K +261 +14%
ISB
1460
Iowa State Bank
Iowa
$670K -$14.4K -49 -2%
TNA
1461
True North Advisors
Texas
$668K +$229K +780 +57%
TBA
1462
Tower Bridge Advisors
Pennsylvania
$664K
LBD
1463
Landsberg Bennett & Dubbaneh
Florida
$664K +$27.3K +93 +4%
FMTC
1464
Farmers & Merchants Trust Company
California
$662K +$285K +969 +83%
1WA
1465
180 Wealth Advisors
Washington
$661K +$15K +51 +3%
BWFA
1466
Baltimore-Washington Financial Advisors
Maryland
$659K +$280K +953 +81%
KPCM
1467
Kings Point Capital Management
New York
$656K
MA
1468
MONECO Advisors
Connecticut
$653K -$11.5K -39 -2%
TA
1469
TCG Advisors
Texas
$651K -$59.9K -204 -9%
PFM
1470
Peak Financial Management
Massachusetts
$650K +$107K +366 +21%
CBN
1471
Cadence Bank NA
Texas
$643K -$8.81K -30 -1%
BCI
1472
Brinker Capital Investments
Pennsylvania
$643K +$2.06K +7 +0.3%
CAMG
1473
CWA Asset Management Group
Florida
$642K +$609K +2,073 New
BC
1474
Burney Company
Virginia
$641K +$93.4K +318 +18%
PT
1475
Plimoth Trust
Massachusetts
$631K -$50.8K -173 -8%

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.