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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
MD
1801
Money Design
Japan
$202K +$33.2K +113 +21%
FVWA
1802
Foster Victor Wealth Advisors
South Carolina
$202K +$191K +651 New
ACS
1803
Archford Capital Strategies
Illinois
$201K +$191K +650 New
RCA
1804
Ranch Capital Advisors
Florida
$195K -$89.3K -304 -34%
CIAS
1805
CBIZ Investment Advisory Services
Ohio
$188K
AC
1806
AlphaCore Capital
California
$185K -$11.8M -40,327 -99%
FWM
1807
FSA Wealth Management
Massachusetts
$183K
HBT
1808
Hills Bank & Trust
Iowa
$166K +$157K +535 New
PAI
1809
Pittenger & Anderson Inc
Nebraska
$160K -$57K -194 -27%
RP
1810
Rowlandmiller & Partners
Georgia
$157K
HIM
1811
HawsGoodwin Investment Management
Tennessee
$157K +$21.4K +73 +17%
HWA
1812
HCR Wealth Advisors
California
$154K
CHC
1813
City Holding Co
West Virginia
$148K
BCP
1814
Blue Chip Partners
Michigan
$147K -$176K -598 -56%
SFA
1815
Stewardship Financial Advisors
Georgia
$146K +$17K +58 +14%
FWM
1816
Filbrandt Wealth Management
Wisconsin
$142K
VNA
1817
Valley National Advisers
Pennsylvania
$134K -$53.7K -183 -30%
GG
1818
Gleason Group
Kentucky
$131K +$294 +1 +0.2%
AA
1819
AlphaMark Advisors
Kentucky
$125K +$7.93K +27 +7%
RWB
1820
RMR Wealth Builders
New Jersey
$125K +$118K +402 New
THWM
1821
Taylor Hoffman Wealth Management
Virginia
$117K +$111K +378 New
DCM
1822
Disciplina Capital Management
Tennessee
$116K
BC
1823
Barnett & Company
Tennessee
$115K -$21.4K -73 -16%
AAP
1824
Arax Advisory Partners
Colorado
$114K -$87.5K -298 -45%
EI
1825
Ellevest Inc
New York
$114K -$68.1K -232 -39%

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.