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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
RIA
1601
Realta Investment Advisors
Delaware
$420K +$398K +1,357 New
OAM
1602
Oppenheimer Asset Management
New York
$418K -$372K -1,268 -48%
ACM
1603
Alpha Capital Management
Texas
$417K +$26.4K +90 +7%
GC
1604
Gibson Capital
Pennsylvania
$416K
PWP
1605
Principle Wealth Partners
Connecticut
$416K
CGL
1606
Clarius Group LLC
Washington
$414K +$88.7K +302 +29%
ISL
1607
Ingalls & Snyder LLC
New York
$413K
AIA
1608
Armor Investment Advisors
North Carolina
$412K
RPG
1609
Resource Planning Group
Georgia
$409K +$388K +1,321 New
GAB
1610
German American Bancorp
Indiana
$408K -$111K -377 -22%
Man Group
1611
Man Group
United Kingdom
$404K +$383K +1,303 New
WIA
1612
Westbourne Investment Advisors
Maryland
$403K -$587 -2 -0.2%
HFS
1613
Haverford Financial Services
Pennsylvania
$403K
LCAM
1614
London & Capital Asset Management
United Kingdom
$403K
GWM
1615
Greenwich Wealth Management
Connecticut
$400K -$16.1K -55 -4%
BC
1616
Brio Consultants
California
$397K -$442K -1,506 -54%
BHBT
1617
Burke & Herbert Bank & Trust
Virginia
$394K +$373K +1,271 New
SHA
1618
Seneca House Advisors
Virginia
$393K -$25.8K -88 -6%
GA
1619
GFS Advisors
Texas
$392K
CWAG
1620
Compton Wealth Advisory Group
Virginia
$391K +$881 +3 +0.2%
PIM
1621
Penobscot Investment Management
Massachusetts
$391K +$1.68M +5,728 New
WA1
1622
Wimmer Associates 1
California
$388K +$338K +1,152 New
CCG
1623
Chatham Capital Group
Georgia
$387K
JCM
1624
Jacobi Capital Management
Pennsylvania
$386K +$90.4K +308 +33%
LWS
1625
Lucia Wealth Services
California
$382K +$41.1K +140 +13%

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.