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iShares Core S&P 500 ETF
IVV

1,938 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 708 increasing their positions, 850 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 49

66% more call options, than puts

Call options by funds: $160M | Put options by funds: $96.4M

13% more capital invested

Capital invested by funds: $128B → $145B (+$17.2B)

2% more funds holding

Funds holding: 1,894 → 1,938 (+44)

1.88% more ownership

Funds ownership: 65.75% → 67.63% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 623 → 626 (+3)

17% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 850

Holders
1,938
Holders Change
+44
Holders Change %
+2.32%
% of All Funds
39.1%
Holding in Top 10
626
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.48%
% of All Funds
12.63%
New
117
Increased
708
Reduced
850
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.87B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$705M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$666M
4
BlackRock
BlackRock
New York
+$340M
5
Osaic Holdings
Osaic Holdings
Arizona
+$252M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$554M
2
PPFA
Provida Pension Fund Administrator
Chile
-$471M
3
BA
Bridgewater Associates
Connecticut
-$350M
4
PPA
Parametric Portfolio Associates
Washington
-$302M
5
Wells Fargo
Wells Fargo
California
-$268M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1776
Stonehearth Capital Management
Massachusetts
$249K -$24.6K -74 -9%
DWA
1777
Dougherty Wealth Advisers
Minnesota
$249K – – –
MHIC
1778
Marble Harbor Investment Counsel
Massachusetts
$248K – – –
HCMNY
1779
Howard Capital Management (New York)
New York
$247K – – –
NPA
1780
Nichols & Pratt Advisers
Massachusetts
$247K – – –
WA
1781
WBH Advisory
Maryland
$247K – – –
JWBC
1782
J.W. Burns & Co
New York
$245K -$21.6K -65 -8%
RCM
1783
Radnor Capital Management
Pennsylvania
$244K +$242K +727 New
ACM
1784
Ategra Capital Management
Virginia
$244K – – –
SPL
1785
Smart Portfolios LLC
Washington
$243K +$9.32K +28 +4%
ST
1786
Sabal Trust
Florida
$243K +$241K +724 New
HCIA
1787
Hochman Cole Investment Advisors
Illinois
$242K – – –
MAS
1788
Madden Advisory Services
Florida
$242K – – –
TAM
1789
Tocqueville Asset Management
New York
$241K – – –
LWM
1790
Laidlaw Wealth Management
New York
$240K -$405K -1,217 -63%
TCWA
1791
Ten Capital Wealth Advisors
Washington
$240K +$237K +713 New
DI
1792
DFPG Investments
Utah
$239K +$15.6K +47 +7%
PRWA
1793
Platte River Wealth Advisors
Colorado
$239K +$236K +710 New
CFA
1794
Capstone Financial Advisors
Illinois
$238K – – –
DP
1795
DDD Partners
Washington
$238K +$6.66K +20 +3%
DAC
1796
Dividend Assets Capital
South Carolina
$237K -$30.6K -92 -12%
OBWP
1797
O'Brien Wealth Partners
Massachusetts
$237K – – –
RPA
1798
Rock Point Advisors
Vermont
$237K +$5.99K +18 +3%
IGGA
1799
Iron Gate Global Advisors
Utah
$237K +$235K +707 New
KCPG
1800
Kavar Capital Partners Group
Kansas
$235K – – –
70 71
72
73 74

IVV Hedge Fund Activity: Q3 2020 in Review

1,938 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2020, worth a combined $145B — up 13% from $128B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IVV positions and 49 closed out — a net gain of 68 holders — while 708 added to existing stakes and 850 trimmed.

The largest buyer was Bank of America, adding an estimated $4.87B. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $554M.

  • 1,938 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2020, up from 1,894 in Q2 2020.
  • Funds reported $145B of iShares Core S&P 500 ETF stock for Q3 2020, up 13% quarter-over-quarter.
  • 117 funds opened new iShares Core S&P 500 ETF positions in Q3 2020 and 49 closed out, a net change of +68 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q3 2020 was Bank of America, an estimated $4.87B added.
  • The largest iShares Core S&P 500 ETF seller in Q3 2020 was Northwestern Mutual Wealth Management, an estimated $554M sold.

Based on aggregated 13F filings for Q3 2020.