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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
SR
1901
Swiss Re
Switzerland
-$217M -840,100 Closed
MB
1902
Mizuho Bank
Japan
-$51.7M -200,000 Closed
BAC
1903
Boys Arnold & Co
North Carolina
-$46.2M -178,823 Closed
AWA
1904
Artemis Wealth Advisors
New York
-$33.4M -129,122 Closed
UBS AM
1905
UBS AM
Illinois
-$27.4M -106,200 Closed
Janus Henderson Group
1906
Janus Henderson Group
United Kingdom
-$17.5M -67,699 Closed
HCM
1907
Hollencrest Capital Management
California
-$17.3M -67,083 Closed
GSWM
1908
Golden State Wealth Management
California
-$16.2M -62,862 Closed
PP
1909
PagnatoKarp Partners
Virginia
-$13.5M -52,241 Closed
6M
1910
6 Meridian
Kansas
-$10.1M -38,986 Closed
PCM
1911
Pennsylvania Capital Management
Pennsylvania
-$7.46M -29,970 Closed
NG
1912
NatWest Group
United Kingdom
-$7.48M -28,936 Closed
SP
1913
SWS Partners
Ohio
-$5.61M -21,691 Closed
DL
1914
DOHJ LLC
Washington
-$4.79M -18,533 Closed
Wolverine Trading
1915
Wolverine Trading
Illinois
-$4.35M -16,566 Closed
WAM
1916
Weiss Asset Management
Massachusetts
-$4.15M -16,060 Closed
PG
1917
Prostatis Group
Maryland
-$3.24M -12,534 Closed
PIA
1918
Piedmont Investment Advisors
North Carolina
-$2.98M -11,535 Closed
CWP
1919
Capital Wealth Planning
Florida
-$2.94M -11,381 Closed
HT
1920
HighTower Trust
Texas
-$2.61M -10,112 Closed
CP
1921
Camelot Portfolios
Ohio
-$2.04M -7,876 Closed
IA
1922
IndexIQ Advisors
New York
-$2M -7,759 Closed
Renaissance Technologies
1923
Renaissance Technologies
New York
-$1.94M -7,500 Closed
MFS
1924
Monetta Financial Services
Illinois
-$1.29M -5,000 Closed
HIMCH
1925
Hartford Investment Management Co (HIMCO)
Connecticut
-$1.21M -4,672 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.