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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
SFS
251
Summit Financial Strategies
Ohio
$33.6M -$272K -949 -0.8%
HA
252
Harfst & Associates
Wyoming
$33.6M +$3.66M +12,765 +13%
OC
253
Oppenheimer & Co
New York
$33.5M -$254K -884 -0.8%
PP
254
Pension Partners
New York
$33.3M +$32.6M +113,635 New
BHWM
255
Bar Harbor Wealth Management
New Hampshire
$32.8M +$170K +591 +0.5%
EIA
256
Eldridge Investment Advisors
New Hampshire
$32.7M +$1.96M +6,832 +7%
SWM
257
SigFig Wealth Management
California
$32.7M +$8.24M +28,728 +35%
N
258
Nuveen
North Carolina
$31.5M +$30.8M +107,522 New
William Blair & Company
259
William Blair & Company
Illinois
$31M +$11.1M +38,630 +57%
GT
260
Glenmede Trust
Pennsylvania
$30.9M +$30.2M +105,446 New
EHPM
261
Emery Howard Portfolio Management
California
$30.9M +$1.2M +4,180 +4%
IF
262
Ironwood Financial
Arizona
$30.8M +$913K +3,184 +3%
FFA
263
Fragasso Financial Advisors
Pennsylvania
$30.7M +$27.5M +95,818 +604%
BMCM
264
Bryn Mawr Capital Management
Pennsylvania
$30.6M -$1.03M -3,599 -3%
HCA
265
Heck Capital Advisors
Wisconsin
$30.2M +$2.7M +9,420 +10%
CMO
266
Covenant Multifamily Offices
Texas
$30.2M +$29.6M +103,203 New
DWA
267
Divergent Wealth Advisors
Utah
$30M -$6.67M -23,238 -18%
AAMA
268
Advanced Asset Management Advisors
Ohio
$29.6M -$6.88K -24 -0%
I
269
IberiaBank
Louisiana
$29.4M +$9.45M +32,947 +49%
WS
270
Wela Strategies
Georgia
$29.3M +$272K +950 +1%
N
271
Natixis
France
$29.3M -$14.3M -50,000 -33%
AWA
272
Artemis Wealth Advisors
New York
$29.3M +$12.5M +43,596 +77%
HNB
273
Huntington National Bank
Ohio
$29.2M
GC
274
Grimes & Company
Massachusetts
$29.1M +$3.66M +12,746 +15%
TCM
275
TD Capital Management
Tennessee
$29M -$837K -2,918 -3%

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.