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
LDB
1626
Lee, Danner & Bass
Tennessee
$381K -$423K -1,442 -54%
AC
1627
Apella Capital
Connecticut
$380K +$37K +126 +11%
PPWM
1628
PFG Private Wealth Management
Florida
$377K
ST
1629
Spinnaker Trust
Maine
$376K -$587 -2 -0.2%
VST
1630
Van Strum & Towne
California
$373K
FP
1631
Financial Perspectives
Minnesota
$371K +$7.34K +25 +2%
HCM
1632
Hengehold Capital Management
Ohio
$367K -$32.3K -110 -8%
MPIA
1633
Mountain Pacific Investment Advisers
Idaho
$367K +$14.7K +50 +4%
PS
1634
Portfolio Strategies
New York
$366K
SHWM
1635
Silicon Hills Wealth Management
Texas
$364K -$78.4K -267 -19%
DC
1636
Defender Capital
North Carolina
$364K +$345K +1,174 New
EWM
1637
Executive Wealth Management
Michigan
$363K -$148K -505 -30%
PCM
1638
Pointe Capital Management
Michigan
$361K -$7.93K -27 -2%
SFP
1639
Strategic Financial Planning
Texas
$361K
ONST
1640
Old North State Trust
North Carolina
$360K
SL
1641
Summitry LLC
California
$360K +$881 +3 +0.3%
HTHT
1642
Hemenway Trust Hemenway Trust
New Hampshire
$359K +$340K +1,159 New
TPW
1643
TL Private Wealth
Texas
$358K -$116K -394 -26%
ACM
1644
Azimuth Capital Management
Michigan
$358K
FNT
1645
First Nebraska Trust
Nebraska
$356K
LWP
1646
Legacy Wealth Planning
Nevada
$354K -$50.8K -173 -13%
ZIG
1647
Zurich Insurance Group
Switzerland
$353K -$1.04M -3,535 -72%
TC
1648
Tatro Capital
Kentucky
$353K
PIG
1649
Pantheon Investment Group
California
$352K +$334K +1,137 New
FAN
1650
Financial Advisors Network
California
$351K -$229K -779 -41%

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.