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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
FANJ
1826
Financial Architects (New Jersey)
New Jersey
$113K -$70.8K -241 -40%
VCM
1827
Vigilant Capital Management
Maine
$112K -$110K -374 -51%
IRAG
1828
Investment Research & Advisory Group
Georgia
$109K
RWML
1829
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$108K
MHR
1830
Matthew Hamilton Rosenberg
$106K -$440K -1,500 -81%
GFPC
1831
Global Financial Private Capital
Florida
$102K -$24.1K -82 -20%
BBA
1832
Braun-Bostich & Associates
Pennsylvania
$100K
WA
1833
WestEnd Advisors
North Carolina
$94.1K -$532K -1,811 -86%
EDRH
1834
Edmond de Rothschild Holding
Switzerland
$91K
PG
1835
Proffitt & Goodson
Tennessee
$89K
CG
1836
Cutler Group
California
$86K +$81.6K +278 New
AIM
1837
Anchor Investment Management
South Carolina
$83.6K
PWM
1838
Provident Wealth Management
Tennessee
$81K -$29.9K -102 -28%
AIC
1839
Ayalon Insurance Company
Israel
$80K +$15.6K +53 +26%
QCMC
1840
Quantum Capital Management (California)
California
$80K +$75.5K +257 New
BEI
1841
Benjamin Edwards Inc
Missouri
$78K -$3.23K -11 -4%
MAM
1842
Marquette Asset Management
Minnesota
$78K -$1.76K -6 -2%
FEG
1843
Financial Enhancement Group
Indiana
$76K
HCC
1844
Hirtle Callaghan & Co
Pennsylvania
$74K
VCM
1845
Versant Capital Management
Arizona
$74K
BAM
1846
Bellevue Asset Management
Washington
$68K
HIIFS
1847
Harel Insurance Investments & Financial Services
Israel
$67K
EWA
1848
Evolution Wealth Advisors
Florida
$67K +$63.1K +215 New
NL
1849
NVWM LLC
Pennsylvania
$66K -$88.4K -301 -58%
MCM
1850
Manchester Capital Management
Vermont
$66K

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.