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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
NRI
1701
NFP Retirement Inc
California
$283K +$881 +3 +0.3%
HCM
1702
Howland Capital Management
Massachusetts
$282K +$7.63K +26 +3%
AWA
1703
ARS Wealth Advisors
Florida
$281K -$77.8K -265 -23%
AWA
1704
Acorn Wealth Advisors
Michigan
$281K +$2.35K +8 +0.9%
PD
1705
Planning Directions
Pennsylvania
$281K +$267K +909 New
HIMC
1706
Heritage Investors Management Corp
Maryland
$279K -$156K -533 -37%
BFO
1707
Biltmore Family Office
North Carolina
$279K
FBA
1708
Front Barnett Associates
Illinois
$278K +$3.82K +13 +1%
CC
1709
Cedar Capital
Illinois
$275K -$3.63M -12,356 -93%
WTFG
1710
Wells Trecaso Financial Group
Ohio
$274K
AP
1711
Atwood & Palmer
Missouri
$273K
SWM
1712
Shakespeare Wealth Management
Wisconsin
$273K
TCM
1713
Tandem Capital Management
New Jersey
$273K
AGA
1714
Arkos Global Advisors
Texas
$273K +$259K +882 New
WAS
1715
Wealth Advisory Solutions
Indiana
$273K +$260K +884 New
CG
1716
Corundum Group
Colorado
$271K
CP
1717
Covenant Partners
Tennessee
$271K
TW
1718
Towerpoint Wealth
California
$271K +$1.47K +5 +0.6%
HC
1719
HNP Capital
New York
$270K -$49.1M -167,172 -99%
GM
1720
GeoWealth Management
Illinois
$268K -$146K -497 -36%
SCM
1721
Stonehearth Capital Management
Massachusetts
$267K -$27.9K -95 -10%
TF
1722
Tompkins Financial
New York
$267K +$29.4K +100 +13%
WEC
1723
Winslow Evans & Crocker
Massachusetts
$267K +$52.3K +178 +26%
HIM
1724
Hotaling Investment Management
Pennsylvania
$266K
SDWIA
1725
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K

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.