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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
TIM
201
Tortoise Investment Management
New York
$59.7M -$2.55M -8,692 -4%
BDF
202
Balasa Dinverno & Foltz
$59.4M -$5.83M -19,852 -9%
WBG
203
Wharton Business Group
Pennsylvania
$59M +$10.3K +35 +0%
RTS
204
Round Table Services
New Jersey
$59M +$327K +1,113 +0.6%
SG
205
Swarthmore Group
Pennsylvania
$58.9M +$52.7M +179,425 +1,685%
RWM
206
RKL Wealth Management
Pennsylvania
$58.8M +$7.88M +26,839 +16%
MW
207
Marcum Wealth
Ohio
$58.1M -$5.18M -17,634 -9%
USAA
208
United Services Automobile Association
Texas
$57.7M -$463M -1,575,781 -90%
PFM
209
Phillips Financial Management
Indiana
$57.1M -$311K -1,060 -0.6%
FSWA
210
Financial Synergies Wealth Advisors
Texas
$57M +$833K +2,837 +2%
MMI
211
Matson Money Inc
Ohio
$56.9M +$686K +2,337 +1%
BMCM
212
Bryn Mawr Capital Management
Pennsylvania
$56.8M -$9.31M -31,706 -15%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$55.8M +$29.1M +99,200 +123%
BBHC
214
Brown Brothers Harriman & Co
New York
$55.8M -$5.3M -18,047 -9%
OEP
215
Ocean Endowment Partners
Illinois
$55.5M -$896K -3,052 -1%
AA
216
ALPS Advisors
Colorado
$55M -$1.05M -3,580 -2%
FNBOH
217
First National Bank of Hutchinson
Kansas
$54.4M -$11.5M -39,148 -18%
ANTB
218
AMG National Trust Bank
Colorado
$53.1M +$49.4M +168,406 +5,678%
FCB
219
First Command Bank
Texas
$53M +$31.3M +106,640 +165%
FCFS
220
First Command Financial Services
Texas
$53M +$31.3M +106,640 +165%
CC
221
Courier Capital
New York
$52.9M +$230K +782 +0.5%
CFG
222
Citizens Financial Group
Rhode Island
$52.6M +$232K +789 +0.5%
PWA
223
Physician Wealth Advisors
Utah
$52.5M -$2.92M -9,931 -6%
SWP
224
Stratos Wealth Partners
Ohio
$52.5M +$16.7M +56,731 +50%
DWM
225
Destination Wealth Management
California
$52.3M -$37.7M -128,393 -43%

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.