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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
GC
1676
Garde Capital
Washington
$311K +$881 +3 +0.3%
KFS
1677
Kurt F. Somerville
$310K
MLL
1678
Moody Lynn & Lieberson
Massachusetts
$310K
ZIM
1679
Zacks Investment Management
Illinois
$310K +$62.8K +214 +27%
AA
1680
Auxano Advisors
Washington
$309K +$293K +999 New
FUBT
1681
First United Bank & Trust
Maryland
$308K -$271K -922 -48%
CPA
1682
Clear Perspective Advisors
Illinois
$306K -$1.47K -5 -0.5%
MMPW
1683
Mitchell McLeod Pugh & Williams
Alabama
$306K
WIC
1684
Woodmont Investment Counsel
Tennessee
$306K +$290K +988 New
AIM
1685
AMI Investment Management
Indiana
$305K -$379K -1,290 -57%
G
1686
Gainplan
Michigan
$305K -$21.4K -73 -7%
FM
1687
Foster & Motley
Ohio
$304K -$47.6K -162 -14%
CAN
1688
Claraphi Advisory Network
United States
$303K -$200K -681 -41%
MWM
1689
Minot Wealth Management
Massachusetts
$303K +$288K +980 New
TW
1690
TrinityPoint Wealth
Connecticut
$301K -$24.7K -84 -8%
TAM
1691
Tradition Asset Management
Virginia
$301K
BMC
1692
Benin Management Corp
Connecticut
$296K
SAM
1693
Seelaus Asset Management
New Jersey
$294K -$44K -150 -14%
RE
1694
RBC Europe
United Kingdom
$293K -$176K -600 -39%
FA
1695
FMA Advisory
Pennsylvania
$292K +$881 +3 +0.3%
EW
1696
Evoke Wealth
California
$290K
SFSG
1697
Stearns Financial Services Group
North Carolina
$287K -$966K -3,289 -78%
AIM
1698
Avity Investment Management
Connecticut
$285K
TAM
1699
Townsend Asset Management
North Carolina
$285K +$587 +2 +0.2%
SWA
1700
Sutton Wealth Advisors
Florida
$284K +$68.7K +234 +34%

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.