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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
BlackRock
1
BlackRock
New York
$16.9B -$351M -1,195,591 -2%
Bank of America
2
Bank of America
North Carolina
$8.78B +$3.06B +10,419,344 +58%
Wells Fargo
3
Wells Fargo
California
$6.25B -$115M -390,028 -2%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$6.22B +$477M +1,626,159 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.35B -$769M -2,620,392 -13%
Creative Planning
6
Creative Planning
Kansas
$3.16B +$104M +354,830 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.85B -$66.8M -227,580 -2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$2.56B +$119M +405,545 +5%
Morgan Stanley
9
Morgan Stanley
New York
$2.55B -$211M -717,950 -8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.72B -$425M -1,449,037 -21%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.71B -$302M -1,027,900 -16%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.6B +$158M +539,024 +12%
FCAS
13
First Command Advisory Services
Texas
$1.59B -$5.16M -17,585 -0.3%
Truist Financial
14
Truist Financial
North Carolina
$1.53B +$219M +746,537 +18%
Ameriprise
15
Ameriprise
Minnesota
$1.41B +$58.9M +200,645 +5%
PPFA
16
Provida Pension Fund Administrator
Chile
$1.39B +$614M +2,092,226 +90%
NMIFOAC
17
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.35B
LPL Financial
18
LPL Financial
California
$1.28B -$85.4M -290,780 -7%
PPA
19
Parametric Portfolio Associates
Washington
$1.28B -$873M -2,972,991 -42%
Goldman Sachs
20
Goldman Sachs
New York
$1.14B +$53.4M +181,872 +5%
NB
21
Norinchukin Bank
Japan
$1.13B
SLI
22
Sumitomo Life Insurance
Japan
$1.11B +$221M +754,000 +27%
Rafferty Asset Management
23
Rafferty Asset Management
New York
$1.07B +$467M +1,590,144 +85%
US Bancorp
24
US Bancorp
Minnesota
$1.04B +$151M +515,943 +18%
MERSOM
25
Municipal Employees' Retirement System of Michigan
Michigan
$1.01B +$349M +1,187,200 +57%

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.