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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
HDIM
1651
Hanson & Doremus Investment Management
Vermont
$351K
NSB
1652
Norway Savings Bank
Maine
$351K +$171K +582 +105%
Legal & General Group
1653
Legal & General Group
United Kingdom
$348K -$423K -1,440 -56%
MGWM
1654
Marks Group Wealth Management
Minnesota
$345K -$144K -489 -31%
PW
1655
Peninsula Wealth
California
$345K +$881 +3 +0.3%
MG
1656
MilWealth Group
Wisconsin
$345K
SC
1657
Searle & Co
Connecticut
$343K
EP
1658
Eudaimonia Partners
Tennessee
$338K -$1.88M -6,394 -85%
HCM
1659
HMS Capital Management
Tennessee
$338K
FFG
1660
Fullen Financial Group
Ohio
$334K +$317K +1,078 New
AIP
1661
Almanack Investment Partners
Pennsylvania
$330K +$294 +1 +0.1%
BRC
1662
Bell Rock Capital
Delaware
$327K +$1.17K +4 +0.4%
W
1663
WealthOne
New York
$327K +$20.8K +71 +7%
CCP
1664
Cardan Capital Partners
Colorado
$325K -$197K -670 -39%
BFA
1665
Bragg Financial Advisors
North Carolina
$322K -$73.4K -250 -19%
LWANC
1666
Laurel Wealth Advisors (North Carolina)
North Carolina
$322K +$2.35K +8 +0.8%
UBG
1667
United Bank (Georgia)
Georgia
$321K
LC
1668
Lindbrook Capital
California
$318K +$302K +1,028 New
CFFP
1669
Center for Financial Planning
Michigan
$317K
FPB
1670
First PREMIER Bank
South Dakota
$317K +$100K +342 +50%
CC
1671
Callan Capital
California
$316K
BHTS
1672
Bar Harbor Trust Services
Maine
$314K +$24.4K +83 +9%
FIA
1673
Foundations Investment Advisors
Arizona
$314K +$294K +1,001 New
IWS
1674
Insight Wealth Strategies
California
$313K -$25.5K -87 -8%
AHC
1675
Adell Harriman & Carpenter
Texas
$312K

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.