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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
FAIM
276
Financial Advocates Investment Management
Washington
$28.7M +$10.8M +37,734 +62%
WIP
277
Wellesley Investment Partners
Massachusetts
$28.3M +$502K +1,751 +2%
DA
278
Doliver Advisors
Texas
$28.2M +$18.4M +64,166 +199%
IA
279
IFP Advisors
Florida
$27.9M -$8.37M -29,192 -23%
AW
280
ACG Wealth
Georgia
$27.8M +$2.65M +9,253 +11%
CAM
281
Chandler Asset Management
California
$27.8M +$1.32M +4,585 +5%
RIA
282
Rocaton Investment Advisors
Connecticut
$27.7M
PFO
283
Pathstone Family Office
New Jersey
$27.7M +$132K +461 +0.5%
WI
284
Wintrust Investments
Illinois
$27.5M +$693K +2,415 +3%
Citigroup
285
Citigroup
New York
$27.4M -$408M -1,420,946 -94%
KWMG
286
King Wealth Management Group
Florida
$27.2M +$1.28M +4,448 +5%
NB
287
Northwest Bancshares
Pennsylvania
$27.1M -$4.3M -14,990 -14%
TAM
288
Tyers Asset Management
Texas
$27.1M +$896K +3,124 +3%
CFIA
289
Cantor Fitzgerald Investment Advisors
New York
$26.9M +$127K +442 +0.5%
AQR Capital Management
290
AQR Capital Management
Connecticut
$26.8M -$540K -1,881 -2%
RWM
291
Rezny Wealth Management
Florida
$26.6M +$4.65M +16,204 +22%
SCA
292
Snowden Capital Advisors
New York
$26.4M +$1.49M +5,191 +6%
NA
293
Nottingham Advisors
New York
$26.1M -$17.5M -61,173 -41%
PWS
294
Paragon Wealth Strategies
Florida
$25.6M +$7.94M +27,675 +46%
AF
295
Advisornet Financial
Minnesota
$25.5M -$219K -764 -0.9%
GLA
296
Good Life Advisors
Pennsylvania
$25.4M +$1.13M +3,956 +5%
AIP
297
Ameritas Investment Partners
Nebraska
$24.7M -$280K -976 -1%
WAG
298
Winthrop Advisory Group
Massachusetts
$24.6M +$8.25M +28,772 +51%
HWA
299
Heritage Way Advisors
Illinois
$24.5M -$640K -2,232 -3%
IWM
300
IHT Wealth Management
Illinois
$24.3M +$1.61M +5,617 +7%

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.