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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
ClearBridge Investments
1926
ClearBridge Investments
New York
-$1.15M -4,450 Closed
SF
1927
Symphony Financial
Texas
-$729K -2,780 Closed
LFPWM
1928
Leicht Financial Planning & Wealth Management
New Jersey
-$643K -2,483 Closed
PFSC
1929
Peoples Financial Services Corp
Pennsylvania
-$639K -2,475 Closed
TCA
1930
Transcend Capital Advisors
New Jersey
-$591K -2,286 Closed
ZCA
1931
Zeke Capital Advisors
Pennsylvania
-$498K -1,926 Closed
FA
1932
Fortis Advisors
Pennsylvania
-$469K -1,816 Closed
WKWM
1933
Walter & Keenan Wealth Management
Indiana
-$427K -1,728 Closed
VSWA
1934
Vontobel Swiss Wealth Advisors
Switzerland
-$413K -1,600 Closed
EP
1935
Edgestream Partners
New Jersey
-$338K -1,307 Closed
Capital Fund Management (CFM)
1936
Capital Fund Management (CFM)
France
-$306K -1,183 Closed
BWM
1937
Bernicke Wealth Management
Wisconsin
-$300K -1,160 Closed
C1AG
1938
Client 1st Advisory Group
Florida
-$290K -1,123 Closed
PA
1939
Paragon Advisors
Texas
-$275K -1,062 Closed
RW
1940
RVW Wealth
California
-$258K -998 Closed
JSA
1941
Jacobson & Schmitt Advisors
Wisconsin
-$257K -994 Closed
WEPOG
1942
Wealth Enhancement & Preservation of GA
Georgia
-$242K -934 Closed
FSA
1943
Fort Sheridan Advisors
Illinois
-$240K -930 Closed
CIP
1944
Convergence Investment Partners
Florida
-$227K -880 Closed
SA
1945
Shilanski & Associates
Alaska
-$222K -861 Closed
EPWM
1946
Essex Private Wealth Management
Massachusetts
-$218K -845 Closed
CWM
1947
CCG Wealth Management
California
-$218K -843 Closed
Federated Hermes
1948
Federated Hermes
Pennsylvania
-$213K -824 Closed
RSS
1949
Rosenblum Silverman Sutton
California
-$209K -809 Closed
CM
1950
Columbus Macro
Pennsylvania
-$208K -806 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.