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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
Sumitomo Mitsui Trust Group
301
Sumitomo Mitsui Trust Group
Japan
$24.3M +$10.4M +36,389 +78%
VFP
302
Verus Financial Partners
Virginia
$24.1M -$28.1K -98 -0.1%
Daiwa Securities Group
303
Daiwa Securities Group
Japan
$23.9M -$13.6M -47,483 -37%
Kayne Anderson Rudnick Investment Management
304
Kayne Anderson Rudnick Investment Management
California
$23.8M -$142K -495 -0.6%
SAM
305
Securian Asset Management
Minnesota
$23.4M +$208K +725 +0.9%
RWM
306
RKL Wealth Management
Pennsylvania
$23.3M +$582K +2,030 +3%
APA
307
American Portfolios Advisors
New York
$23.2M +$1.49M +5,190 +7%
MIAN
308
Mariner Independent Advisor Network
Kansas
$23.1M +$5.91M +20,588 +35%
CB
309
Community Bank
New York
$22.9M -$17.6M -61,218 -44%
HMC
310
Harvard Management Company
Massachusetts
$22.8M +$469K +1,634 +2%
MM
311
Meridian Management
Arkansas
$22.6M +$1.63M +5,678 +8%
NEPPG
312
New England Professional Planning Group
Rhode Island
$22.6M +$1.06M +3,696 +5%
CG
313
Colony Group
Massachusetts
$22.5M -$135K -470 -0.6%
LGWM
314
Litman Gregory Wealth Management
California
$22.4M +$210K +733 +1%
OFG
315
Oxford Financial Group
Indiana
$22.2M +$353K +1,229 +2%
PAG
316
Pinnacle Advisory Group
Maryland
$21.9M +$942K +3,285 +5%
TA
317
Tiedemann Advisors
New York
$21.8M -$37K -129 -0.2%
EA
318
Efficient Advisors
Ohio
$21.8M -$1.14M -3,982 -5%
MGIA
319
Moneta Group Investment Advisors
Missouri
$21.5M +$1.2M +4,172 +6%
NSLI
320
Nan Shan Life Insurance
Taiwan
$21.1M -$496K -1,729 -2%
CPSAC
321
Chas P. Smith & Associates (CPS)
Florida
$21M -$402K -1,402 -2%
PA
322
Pinnacle Associates
New York
$20.8M +$457K +1,593 +2%
PP
323
PagnatoKarp Partners
Virginia
$20.8M +$192K +669 +1%
IFA
324
Interactive Financial Advisors
Illinois
$20.7M -$574K -2,001 -3%
MFS
325
Monetta Financial Services
Illinois
$20.5M

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.