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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
RTC
1851
Riverview Trust Company
Washington
$60K +$52.9K +180 +1,200%
CCP
1852
Clarkston Capital Partners
Michigan
$60K +$56.7K +193 New
OSAM
1853
O'Shaughnessy Asset Management
Connecticut
$54K
GFPC
1854
Global Financial Private Client
Florida
$48.3K -$42.9K -146 -49%
PCTC
1855
Perkins Coie Trust Company
Washington
$46K
ACA
1856
Atlas Capital Advisors
Wyoming
$44.6K -$34.4K -117 -45%
NA
1857
Nottingham Advisors
New York
$43.4K +$8.22M +28,007 +26%
EWP
1858
Engrave Wealth Partners
Texas
$43K +$29.7K +101 +253%
KC
1859
Knuff & Co
California
$43K +$41.1K +140 New
MF
1860
Manchester Financial
California
$40K
Canada Life
1861
Canada Life
Manitoba, Canada
$39K -$111K -379 -75%
GP
1862
Greenline Partners
New York
$37K +$35.8K +122 New
GTAM
1863
Global Trust Asset Management
Florida
$35K -$64.6K -220 -66%
HGWM
1864
Harvest Group Wealth Management
Massachusetts
$35K
MLFP
1865
MPS Loria Financial Planners
Illinois
$35K +$32.9K +112 New
CICI
1866
Capital Investment Counsel Inc
North Carolina
$33K -$32.3K -110 -51%
HFM
1867
Hartford Financial Management
Connecticut
$33K
LWA
1868
Lowe Wealth Advisors
Maryland
$33K
CAM
1869
Costello Asset Management
Pennsylvania
$31K +$29.1K +99 New
MIFH
1870
Migdal Insurance & Financial Holdings
Israel
$30K -$51.4K -175 -64%
TFA
1871
Transamerica Financial Advisors
Florida
$30K +$27.9K +95 New
TI
1872
Truehand Inc
New Hampshire
$30K +$28.2K +96 New
YAL
1873
Your Advocates Ltd
Texas
$29K +$5.29K +18 +22%
TCM
1874
Tradewinds Capital Management
Washington
$27K
FCH
1875
Freestone Capital Holdings
Washington
$26.3K +$22.5M +76,562 +921%

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.