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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
VRM
1726
Vectors Research Management
New York
$266K
SIC
1727
Samalin Investment Counsel
New York
$264K +$250K +852 New
AWM
1728
AllSquare Wealth Management
New York
$263K -$7.34K -25 -3%
GCP
1729
Gill Capital Partners
Colorado
$262K -$22K -75 -8%
SMH
1730
Sanders Morris Harris
Texas
$262K +$248K +845 New
DAM
1731
Delta Asset Management
Tennessee
$261K -$16.1K -55 -6%
MPM
1732
Meritage Portfolio Management
Kansas
$261K
TP
1733
Truvvo Partners
New York
$261K +$248K +843 New
ACM
1734
Argent Capital Management
Missouri
$260K -$1.04M -3,543 -81%
HWA
1735
Hilltop Wealth Advisors
North Carolina
$260K -$96K -327 -28%
JWM
1736
JGP Wealth Management
Oregon
$260K
SSWM
1737
Smith Salley Wealth Management
North Carolina
$260K +$4.4K +15 +2%
PFA
1738
Plotkin Financial Advisors
Maryland
$260K -$5.87K -20 -2%
RP
1739
Riverbridge Partners
Minnesota
$257K -$1.01M -3,443 -81%
AIC
1740
Archer Investment Corporation
Indiana
$256K -$313K -1,065 -56%
AIA
1741
Alera Investment Advisors
Illinois
$256K -$63.4K -216 -21%
RCS
1742
Retirement Capital Strategies
California
$255K
CWM
1743
Cedar Wealth Management
California
$253K +$52K +177 +28%
FMW
1744
Farr Miller & Washington
District of Columbia
$252K -$78.1K -266 -25%
CSIA
1745
Charles Schwab Investment Advisory
California
$251K +$238K +812 New
MS
1746
Madden Securities
Texas
$251K +$238K +812 New
TPA
1747
Trivium Point Advisory
Connecticut
$249K -$164K -558 -42%
NCM
1748
Neumann Capital Management
California
$248K
SIM
1749
Sadoff Investment Management
Wisconsin
$248K
DAC
1750
Dividend Assets Capital
South Carolina
$247K +$98.7K +336 +73%

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.