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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
TAM
1776
Tocqueville Asset Management
New York
$222K +$211K +718 New
DWM
1777
Darwin Wealth Management
Florida
$219K -$254K -865 -55%
CB
1778
Cadence Bank
Mississippi
$219K +$207K +706 New
EIA
1779
Edgemoor Investment Advisors
Maryland
$219K +$207K +706 New
CFA
1780
Capstone Financial Advisors
Illinois
$219K +$208K +708 New
RM
1781
Resource Management
Louisiana
$218K +$207K +706 New
PNAA
1782
Pictet North America Advisors
Switzerland
$217K -$421K -1,434 -67%
JWCA
1783
J.W. Coons Advisors
Ohio
$217K -$99.8K -340 -33%
OBWP
1784
O'Brien Wealth Partners
Massachusetts
$217K +$201K +686 New
QC
1785
QCM Cayman
Texas
$217K +$206K +700 New
NBG
1786
Nancy B. Gardiner
$216K +$205K +698 New
KCPG
1787
Kavar Capital Partners Group
Kansas
$216K +$205K +699 New
Luther King Capital Management (LKCM)
1788
Luther King Capital Management (LKCM)
Texas
$214K
NG
1789
NWK Group
California
$213K -$30.5K -104 -13%
RPA
1790
Rock Point Advisors
Vermont
$213K +$202K +687 New
DP
1791
DDD Partners
Washington
$213K +$202K +689 New
GF
1792
Goodman Financial
Texas
$212K -$39.9K -136 -17%
ACP
1793
Aveo Capital Partners
Colorado
$211K -$9.89M -33,676 -98%
NSAM
1794
North Star Asset Management
Wisconsin
$211K -$98.1K -334 -33%
WOC
1795
West Oak Capital
California
$209K +$198K +675 New
TA
1796
TFG Advisers
Michigan
$209K +$198K +676 New
MMG
1797
Monetary Management Group
Missouri
$208K
DI
1798
DFPG Investments
Utah
$206K -$42.9K -146 -18%
MIC
1799
Meridian Investment Counsel
California
$204K +$194K +660 New
LI
1800
Lafayette Investments
Maryland
$203K +$193K +656 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.