We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

1,436 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $69M | Put options by funds: $20M

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

42% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 469

15% more capital invested

Capital invested by funds: $97.5B → $112B (+$14.5B)

9% more funds holding in top 10

Funds holding in top 10: 403440 (+37)

3% more funds holding

Funds holding: 1,3971,436 (+39)

0.44% more ownership

Funds ownership: 72.39%72.83% (+0.44%)

Holders
1,436
Holders Change
+39
Holders Change %
+2.79%
% of All Funds
32.83%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.06%
New
92
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
226
Lincoln National Corp
Pennsylvania
$39.8M +$4.03M +14,045 +12%
HFS
227
HL Financial Services
Kentucky
$39.4M -$4.76M -16,604 -11%
BOCM
228
Bontempo Ohly Capital Management
Maryland
$38.8M +$3.22M +11,225 +9%
TCM
229
Twele Capital Management
Minnesota
$38.5M -$815K -2,840 -2%
Stifel Financial
230
Stifel Financial
Missouri
$38.4M -$3.02M -10,521 -7%
SIM
231
Strategic Investment Management
Virginia
$37.6M
WT
232
Whittier Trust
California
$37.6M -$2.4M -8,361 -6%
CAG
233
Crestwood Advisors Group
Massachusetts
$37.4M -$603K -2,102 -2%
AL
234
Aspiriant LLC
California
$37.1M -$1.18M -4,100 -3%
BAC
235
Boys Arnold & Co
North Carolina
$36.6M +$1.14M +3,960 +3%
MWP
236
Moller Wealth Partners
$36.4M -$1.86M -6,477 -5%
PP
237
Palladium Partners
Virginia
$36.2M +$20.7K +72 +0.1%
CC
238
Cedar Capital
Illinois
$36M +$16.4M +57,077 +86%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$35.9M +$293K +1,020 +0.8%
MIS
240
Morningstar Investment Services
Illinois
$35.8M +$5.66M +19,732 +19%
RTS
241
Round Table Services
New Jersey
$35.7M +$276K +961 +0.8%
APSP
242
Asset Planning Services (Pennsylvania)
Pennsylvania
$35.6M -$206K -717 -0.6%
HCMT
243
Highland Capital Management (Tennessee)
Tennessee
$35.3M -$859K -2,995 -2%
EWF
244
Epstein & White Financial
California
$34.9M +$31.9M +111,217 +1,375%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$34.8M +$5.03M +17,553 +17%
FCM
246
Flinton Capital Management
Pennsylvania
$34.5M +$1.14M +3,976 +3%
PP
247
Pegasus Partners
Wisconsin
$34.4M -$1.54M -5,352 -4%
CNHF
248
Conrad N. Hilton Foundation
California
$34.2M -$13.4M -46,693 -29%
AWM
249
Avondale Wealth Management
Texas
$34.1M +$141K +491 +0.4%
MA
250
Mutual Advisors
Nebraska
$33.9M +$30M +104,695 +941%

IVV Hedge Fund Activity: Q3 2018 in Review

1,436 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2018, worth a combined $112B — up 15% from $97.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IVV positions and 44 closed out — a net gain of 48 holders — while 666 added to existing stakes and 469 trimmed.

The largest buyer was Bank of America, adding an estimated $3.79B. The largest seller was Cornerstone Wealth Management, cutting an estimated $2.23B.

  • 1,436 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2018, up from 1,397 in Q2 2018.
  • Funds reported $112B of iShares Core S&P 500 ETF stock for Q3 2018, up 15% quarter-over-quarter.
  • 92 funds opened new iShares Core S&P 500 ETF positions in Q3 2018 and 44 closed out, a net change of +48 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q3 2018 was Bank of America, an estimated $3.79B added.
  • The largest iShares Core S&P 500 ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $2.23B sold.

Based on aggregated 13F filings for Q3 2018.