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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
HC
1501
Hamilton Capital
Ohio
$586K -$489K -1,666 -47%
CGH
1502
Crossmark Global Holdings
Texas
$586K -$18.8K -64 -3%
TCCM
1503
Timber Creek Capital Management
Massachusetts
$583K
CNBT
1504
Cornerstone National Bank & Trust
Illinois
$583K -$30.5K -104 -5%
ECM
1505
Elgethun Capital Management
South Dakota
$582K +$137K +466 +33%
SW
1506
SkyOak Wealth
Michigan
$581K -$204K -695 -27%
CCMD
1507
Cypress Capital Management (Delaware)
Delaware
$581K
LWM
1508
Lyell Wealth Management
California
$578K +$158K +539 +41%
LIA
1509
LS Investment Advisors
Michigan
$576K -$3.12M -10,620 -85%
DSN
1510
D. Scott Neal
Kentucky
$574K -$22.8M -77,808 -98%
TWM
1511
Trinity Wealth Management
Pennsylvania
$574K -$138K -469 -20%
CNFG
1512
Creegan & Nassoura Financial Group
New Hampshire
$573K
RAM
1513
Redmond Asset Management
Virginia
$573K +$10.3K +35 +2%
ODCM
1514
Old Dominion Capital Management
Virginia
$570K
WCM
1515
Weik Capital Management
Pennsylvania
$567K -$103K -350 -16%
G
1516
GenTrust
Florida
$567K -$9.69K -33 -2%
HFA
1517
Hoover Financial Advisors
Pennsylvania
$563K -$3.82K -13 -0.7%
EGWAG
1518
Elwood & Goetz Wealth Advisory Group
Georgia
$563K +$14.4K +49 +3%
OSNBOA
1519
Old Second National Bank of Aurora
Illinois
$557K
IFG
1520
Investors Financial Group
Minnesota
$557K +$1.17K +4 +0.2%
SCM
1521
Seascape Capital Management
New Hampshire
$556K +$126K +429 +31%
HWA
1522
HHM Wealth Advisors
Tennessee
$554K +$36.7K +125 +8%
SBF
1523
Sara-Bay Financial
Florida
$553K +$521K +1,776 New
MFW
1524
Mosaic Family Wealth
Missouri
$551K -$321K -1,092 -38%
MWM
1525
McNaughton Wealth Management
California
$550K -$11.2K -38 -2%

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.