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
PWM
1476
PBMares Wealth Management
Virginia
$631K +$68.7K +234 +13%
FA
1477
Financial Advisors
Massachusetts
$627K +$149K +509 +34%
KCM
1478
Kornitzer Capital Management
Kansas
$624K -$36.7K -125 -6%
HFM
1479
Harvest Fund Management
China
$623K +$587K +2,000 New
PIM
1480
Provident Investment Management
Michigan
$621K -$1.13M -3,848 -66%
BWAM
1481
Boyd Watterson Asset Management
Ohio
$619K -$184K -628 -24%
LRPA
1482
L. Roy Papp & Associates
Arizona
$617K -$8.81K -30 -1%
WCM
1483
Whitener Capital Management
North Carolina
$617K
JC
1484
Jentner Corp
Ohio
$610K
GPC
1485
Garrison Point Capital
California
$610K +$578K +1,969 New
3AM
1486
3D Asset Management
Connecticut
$608K -$42.9K -146 -7%
VIM
1487
Vista Investment Management
Pennsylvania
$606K -$28.8K -98 -5%
BFC
1488
Blue Fin Capital
Rhode Island
$605K +$107K +365 +23%
HIS
1489
Harvest Investment Services
Illinois
$604K +$573K +1,951 New
MCM
1490
Murphy Capital Management
New Jersey
$602K +$7.34K +25 +1%
SCM
1491
Spreng Capital Management
Ohio
$601K -$44K -150 -7%
LWM
1492
Laidlaw Wealth Management
New York
$598K +$36.1K +123 +7%
Wellington Management Group
1493
Wellington Management Group
Massachusetts
$596K
DBRC
1494
D.B. Root & Company
Pennsylvania
$595K -$4.7K -16 -0.8%
CWA
1495
Clarity Wealth Advisors
California
$595K +$63.1K +215 +13%
AWA
1496
Alaska Wealth Advisors
Alaska
$595K +$564K +1,920 New
TNBTD
1497
Trustmark National Bank Trust Department
Mississippi
$592K -$294 -1 -0.1%
FVCM
1498
F&V Capital Management
Florida
$592K +$29.4K +100 +6%
WLPWM
1499
Walled Lake Planning & Wealth Management
Illinois
$588K +$75.5K +257 +16%
Russell Investments Group
1500
Russell Investments Group
United Kingdom
$588K +$558K +1,900 New

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.