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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
JWBC
1751
J.W. Burns & Co
New York
$246K -$58.4K -199 -20%
TD Asset Management
1752
TD Asset Management
Ontario, Canada
$241K -$2.06K -7 -0.9%
RAM
1753
Riggs Asset Management
Pennsylvania
$241K
HHAA
1754
Henry H. Armstrong Associates
Pennsylvania
$240K -$55.8K -190 -20%
ANBT
1755
American National Bank & Trust
Texas
$240K
ACM
1756
Advisors Capital Management
New Jersey
$236K -$74.3K -253 -25%
CCM
1757
Cribstone Capital Management
Maine
$236K -$12.3K -42 -5%
JWBC
1758
John W. Brooker & Co
California
$236K
FCM
1759
Firestone Capital Management
Florida
$236K +$2.35K +8 +1%
WCFA
1760
Walkner Condon Financial Advisors
Wisconsin
$235K -$12K -41 -5%
SVCP
1761
Silicon Valley Capital Partners
California
$235K +$223K +758 New
HIS
1762
Horizon Investment Services
Indiana
$235K +$223K +760 New
VBFG
1763
Vishria Bird Financial Group
Tennessee
$234K -$124K -424 -36%
PWA
1764
Providence Wealth Advisors
Illinois
$234K +$222K +755 New
SIM
1765
Sonora Investment Management
Arizona
$233K -$5.29K -18 -2%
SPL
1766
Smart Portfolios LLC
Washington
$233K +$204K +695 New
DWA
1767
Dougherty Wealth Advisers
Minnesota
$229K
NPA
1768
Nichols & Pratt Advisers
Massachusetts
$228K +$216K +735 New
HCMNY
1769
Howard Capital Management (New York)
New York
$228K +$216K +736 New
MHIC
1770
Marble Harbor Investment Counsel
Massachusetts
$228K +$216K +737 New
WA
1771
WBH Advisory
Maryland
$227K -$42.9K -146 -17%
LSPW
1772
Lake Street Private Wealth
Illinois
$225K -$127K -431 -37%
ACM
1773
Ategra Capital Management
Virginia
$225K -$28.2K -96 -12%
HCIA
1774
Hochman Cole Investment Advisors
Illinois
$223K +$211K +720 New
MAS
1775
Madden Advisory Services
Florida
$223K +$212K +722 New

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.