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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
GWM
176
Geneos Wealth Management
Colorado
$69.3M -$1.73M -5,884 -2%
AII
177
AGF Investments Inc
Ontario, Canada
$69.2M -$34.9K -119 -0.1%
VFA
178
Voya Financial Advisors
Connecticut
$68.9M +$17.1M +58,370 +35%
CCFCSB
179
Cape Cod Five Cents Savings Bank
Massachusetts
$68.8M -$1.74M -5,941 -3%
SSB
180
Sandy Spring Bank
Maryland
$68.7M +$1.21M +4,128 +2%
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$67.5M +$1.8M +6,137 +3%
KIM
182
Karpus Investment Management
New York
$67.4M -$13.7M -46,800 -18%
FWM
183
FFT Wealth Management
Pennsylvania
$67.2M -$1.77M -6,029 -3%
LPT
184
Legacy Private Trust
Wisconsin
$67.2M +$4.67M +15,915 +8%
SIMM
185
Stillwater Investment Management (Minnesota)
Minnesota
$66.3M -$528K -1,797 -0.8%
BWP
186
BSW Wealth Partners
Colorado
$65.8M +$585K +1,994 +0.9%
LGWM
187
Litman Gregory Wealth Management
California
$65.8M -$3.84M -13,066 -6%
BOH
188
Bank of Hawaii
Hawaii
$65.4M
ABTD
189
Arvest Bank Trust Division
Oklahoma
$65.4M +$42.9M +146,121 +225%
HFBOT
190
Home Federal Bank of Tennessee
Tennessee
$65.4M +$9.26M +31,537 +18%
FIB
191
First Interstate Bank
Montana
$65.3M +$22.4M +76,129 +57%
CIM
192
CIM Investment Management
Pennsylvania
$64.7M -$15.4M -52,504 -20%
TCM
193
Twele Capital Management
Minnesota
$63.5M -$3.83M -13,044 -6%
FMWA
194
Forvis Mazars Wealth Advisors
Missouri
$63.4M -$1.43M -4,862 -2%
HHGA
195
Halbert Hargrove Global Advisors
California
$63.2M +$39.6M +134,776 +194%
CFIA
196
Cantor Fitzgerald Investment Advisors
New York
$63.1M +$1.58M +5,372 +3%
HIH
197
HRS Investment Holdings
New York
$62.7M -$40.4M -137,490 -40%
PP
198
Pegasus Partners
Wisconsin
$61.1M +$6.45M +21,958 +13%
SPIA
199
Steward Partners Investment Advisory
New York
$60.2M -$3.74M -12,750 -6%
Chevy Chase Trust
200
Chevy Chase Trust
Maryland
$60M -$80.5M -274,010 -59%

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.