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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
JPLA
1876
Joseph P. Lucia & Associates
New York
$23K
FFC
1877
First Financial Corp
Indiana
$18K +$16.7K +57 New
BWL
1878
Bogart Wealth LLC
Virginia
$16K
MSFP
1879
Mark Sheptoff Financial Planning
Connecticut
$16K
CL
1880
Cabana LLC
Arkansas
$16K +$15.3K +52 New
AWM
1881
Atticus Wealth Management
Florida
$15K
GCM
1882
Gables Capital Management
Florida
$15K
PK
1883
Pflug Koory
Nebraska
$15K
SL
1884
Savior LLC
Massachusetts
$15K
SFA
1885
Semmax Financial Advisors
North Carolina
$14K -$27.9K -95 -67%
DCM
1886
Davis Capital Management
Florida
$13K
BFIM
1887
Beese Fulmer Investment Management
Ohio
$13K +$12.6K +43 New
DOA
1888
D'Orazio & Associates
Virginia
$12K +$11.5K +39 New
UFF
1889
USA Financial Formulas
Michigan
$11K
TVWM
1890
Tower View Wealth Management
Wisconsin
$11K +$9.98K +34 New
TFA
1891
Toth Financial Advisory
Virginia
$9K
OIA
1892
Optimum Investment Advisors
Illinois
$6K
PC
1893
Permanens Capital
New York
$5K
AF
1894
Arrow Financial
New York
$4K
BWA
1895
Burt Wealth Advisors
Maryland
$3K
FMP
1896
Financial Management Professionals
Texas
$2K
PGAM
1897
Princeton Global Asset Management
New Jersey
$1K +$1.47K +5 New
TI
1898
tru Independence
Oregon
$246 +$234K +797 New
WIM
1899
Westside Investment Management
California
$8
NLI
1900
Nippon Life Insurance
Japan
-$301M -1,165,800 Closed

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.