We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

1,912 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 775 increasing their positions, 597 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 45

201% more call options, than puts

Call options by funds: $91.8M | Put options by funds: $30.5M

30% more repeat investments, than reductions

Existing positions increased: 775 | Existing positions reduced: 597

17% more funds holding in top 10

Funds holding in top 10: 541631 (+90)

15% more funds holding

Funds holding: 1,6601,912 (+252)

9% more capital invested

Capital invested by funds: $124B → $135B (+$10.8B)

0% less ownership

Funds ownership: 66.68%66.67% (-0%)

Holders
1,912
Holders Change
+252
Holders Change %
+15.18%
% of All Funds
37.67%
Holding in Top 10
631
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.64%
% of All Funds
12.43%
New
326
Increased
775
Reduced
597
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
126
Ballentine Partners
Massachusetts
$123M -$807K -2,607 -0.7%
PAG
127
Private Advisor Group
New Jersey
$122M -$8.15M -26,342 -7%
GBBWRPM
128
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$121M -$1.07M -3,470 -0.9%
HW
129
Hancock Whitney
Mississippi
$120M +$1.4M +4,537 +1%
Neuberger Berman Group
130
Neuberger Berman Group
New York
$120M -$1.21M -3,907 -1%
EH
131
Equitable Holdings
New York
$119M +$113M +366,709 New
FFA
132
Fragasso Financial Advisors
Pennsylvania
$118M -$332K -1,074 -0.3%
BFPW
133
BOK Financial Private Wealth
Colorado
$115M +$13.3M +43,088 +14%
HighTower Advisors
134
HighTower Advisors
Illinois
$115M +$2.04M +6,576 +2%
Stifel Financial
135
Stifel Financial
Missouri
$114M +$8.55M +27,627 +9%
MWP
136
MYCIO Wealth Partners
Pennsylvania
$114M -$770K -2,488 -0.7%
PCIG
137
Partners Capital Investment Group
Massachusetts
$113M +$9.43M +30,464 +10%
FLPIM
138
F.L. Putnam Investment Management
Massachusetts
$111M +$9.91M +32,026 +10%
PA
139
Planning Alternatives
Michigan
$110M +$2.72M +8,797 +3%
TIA
140
Traphagen Investment Advisors
New Jersey
$109M +$5.96M +19,272 +6%
BS
141
Bessemer Securities
New York
$108M
TFO
142
Tarbox Family Office
California
$107M -$679K -2,195 -0.7%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$105M +$6.94M +22,428 +7%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$104M -$28.9M -93,277 -23%
LW
145
Linscomb Wealth
Texas
$104M +$867K +2,800 +0.9%
OPS
146
Orion Portfolio Solutions
Nebraska
$103M +$98.4M +317,985 New
AWC
147
Abundance Wealth Counselors
Pennsylvania
$102M -$153K -495 -0.2%
RWM
148
Ritholtz Wealth Management
New York
$101M +$3.08M +9,944 +3%
CCMG
149
Clark Capital Management Group
Pennsylvania
$100M -$10.4M -33,735 -10%
ECM
150
ETrade Capital Management
Virginia
$99.4M +$51M +164,726 +115%

IVV Hedge Fund Activity: Q4 2019 in Review

1,912 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2019, worth a combined $135B — up 8.7% from $124B a quarter earlier.

Buyers outnumbered sellers: 326 funds opened new IVV positions and 45 closed out — a net gain of 281 holders — while 775 added to existing stakes and 597 trimmed.

The largest buyer was Squarepoint, adding an estimated $3.61B. The largest seller was Bank of America, cutting an estimated $5.57B.

  • 1,912 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2019, up from 1,660 in Q3 2019.
  • Funds reported $135B of iShares Core S&P 500 ETF stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 326 funds opened new iShares Core S&P 500 ETF positions in Q4 2019 and 45 closed out, a net change of +281 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q4 2019 was Squarepoint, an estimated $3.61B added.
  • The largest iShares Core S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $5.57B sold.

Based on aggregated 13F filings for Q4 2019.