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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
TFO
126
Tarbox Family Office
California
$110M +$1.92M +6,532 +2%
LW
127
Linscomb Wealth
Texas
$108M +$6.81M +23,192 +7%
PA
128
Planning Alternatives
Michigan
$108M -$2.9M -9,891 -3%
CWM
129
Cahaba Wealth Management
Georgia
$107M +$3.65M +12,429 +4%
CWM
130
Calamos Wealth Management
Illinois
$105M -$14.3M -48,749 -13%
PAG
131
Private Advisor Group
New Jersey
$103M -$14.9M -50,716 -13%
BS
132
Bessemer Securities
New York
$103M
KA
133
Klingman & Associates
New York
$102M +$6.96M +23,713 +8%
PCIG
134
Partners Capital Investment Group
Massachusetts
$99.7M -$20.1M -68,288 -18%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$97.9M +$36.9M +125,760 +66%
AFIMH
136
American Family Insurance Mutual Holding
Wisconsin
$97.5M -$113M -385,277 -55%
TIA
137
Traphagen Investment Advisors
New Jersey
$93.9M +$968K +3,298 +1%
MFG
138
Magnus Financial Group
New York
$92.8M +$36.1K +123 +0%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$92.6M -$3M -10,214 -3%
AWE
140
Avidian Wealth Enterprises
Texas
$89.8M +$76.9M +261,757 +933%
AWM
141
AE Wealth Management
Kansas
$88.9M +$1.43M +4,864 +2%
CCM
142
Coldstream Capital Management
Washington
$86.8M +$27.6K +94 +0%
PP
143
Prudential plc
United Kingdom
$86.7M +$903K +3,076 +1%
CAL
144
Capital Analysts LLC
Pennsylvania
$86.3M -$5.34M -18,178 -6%
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$85.8M -$80.1M -272,856 -50%
SS
146
Simplicity Solutions
Minnesota
$85.4M +$24.6M +83,803 +44%
MA
147
MUFG Americas
New York
$85.3M -$2.3M -7,831 -3%
HW
148
Hancock Whitney
Mississippi
$85.2M +$1.03M +3,500 +1%
DLIC
149
Daido Life Insurance Company
Japan
$84.6M -$122M -414,338 -60%
TF
150
TimeScale Financial
Massachusetts
$84.1M -$15.9K -54 -0%

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.