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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
AW
1551
Avion Wealth
Texas
$502K -$46.4K -158 -9%
LWA
1552
Lenox Wealth Advisors
New York
$502K +$118K +402 +33%
MWM
1553
Meridian Wealth Management
Kentucky
$501K +$11.5K +39 +2%
ACA
1554
Aptus Capital Advisors
Alabama
$500K +$96.6K +329 +26%
CIP
1555
Chartwell Investment Partners
Pennsylvania
$500K +$474K +1,616 New
MAA
1556
Matrix Asset Advisors
New York
$491K
PFA
1557
Pathway Financial Advisors
Vermont
$491K
I2I
1558
Insight 2811 Inc
Illinois
$491K +$10.9K +37 +2%
FNBOO
1559
First National Bank of Omaha
Nebraska
$490K -$23.5K -80 -5%
APWA
1560
Atlas Private Wealth Advisors
New Jersey
$489K +$463K +1,578 New
CANC
1561
Culbertson A N & Co
Virginia
$487K
LOPW
1562
Live Oak Private Wealth
North Carolina
$485K -$238K -812 -34%
TFA
1563
TPG Financial Advisors
Oregon
$479K -$29.4K -100 -6%
PCM
1564
Prelude Capital Management
New York
$479K +$454K +1,546 New
RPSA
1565
Richard P. Slaughter Associates
Texas
$477K -$139K -474 -24%
MFM
1566
Mirsky Financial Management
New York
$472K -$54.9K -187 -11%
H
1567
HoyleCohen
California
$472K +$3.23K +11 +0.7%
BCMO
1568
Buckingham Capital Management (Ohio)
Ohio
$469K -$4.11K -14 -0.9%
SWM
1569
Southern Wealth Management
Texas
$466K -$2.64M -8,984 -86%
CFG
1570
Capstone Financial Group
Oklahoma
$466K -$9.4K -32 -2%
CCA
1571
Checchi Capital Advisers
California
$465K -$147K -500 -25%
EWA
1572
ERTS Wealth Advisors
Michigan
$463K -$326K -1,111 -43%
LWM
1573
Lenox Wealth Management
Ohio
$462K -$171K -584 -28%
CA
1574
Cortland Associates
Missouri
$460K
HFG
1575
Heron Financial Group
New York
$460K +$3.52K +12 +0.8%

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.