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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
HI
351
Hudock Inc
Pennsylvania
$17M +$574 +2 +0%
KTA
352
Keeley-Teton Advisors
Illinois
$16.9M +$207K +723 +1%
FFM
353
Fullerton Fund Management
Singapore
$16.9M +$5.86M +20,422 +55%
LFAS
354
Level Four Advisory Services
Texas
$16.8M +$306K +1,068 +2%
WCM
355
Windsor Capital Management
Arizona
$16.8M -$641K -2,234 -4%
RIA
356
Regal Investment Advisors
Michigan
$16.7M +$4.28M +14,935 +35%
AWM
357
AE Wealth Management
Kansas
$16.6M +$6.53M +22,777 +67%
MSWM
358
Mader & Shannon Wealth Management
Missouri
$16.4M +$16.1M +56,143 New
LF
359
Lee Financial
Texas
$16.4M +$231K +804 +1%
VFA
360
Valeo Financial Advisors
Indiana
$16.4M +$165K +577 +1%
AGA
361
Accuvest Global Advisors
Utah
$16.1M +$2.23M +7,776 +16%
RRC
362
Relaxing Retirement Coach
Massachusetts
$16.1M -$178K -619 -1%
CA
363
Cortland Advisers
Delaware
$15.8M +$15.5M +53,990 New
MFT
364
Moisand Fitzgerald Tamayo
Florida
$15.8M -$324K -1,130 -2%
VCM
365
Vision Capital Management
Oregon
$15.7M +$126K +438 +0.8%
CC
366
Chanos & Company
New York
$15.7M +$4.31M +15,015 +39%
WFWM
367
Wechter Feldman Wealth Management
New Jersey
$15.7M -$577K -2,011 -4%
MAS
368
Managed Account Services
Florida
$15.6M -$108K -375 -0.7%
CA
369
Crewe Advisors
Utah
$15.6M +$925K +3,224 +6%
SIAM
370
Sterling Investment Advisors (Missouri)
Missouri
$15.4M -$405K -1,412 -3%
IWP
371
Icon Wealth Partners
Texas
$15.4M +$1.22M +4,263 +9%
RFO
372
RiverGlades Family Offices
Florida
$15.3M +$193K +673 +1%
SMC
373
Smith, Moore & Co
Missouri
$15.3M +$509K +1,774 +4%
SBL
374
Sargent Bickham Lagudis
Colorado
$15.3M +$2.06M +7,192 +16%
ANB
375
Amarillo National Bank
Texas
$15.2M +$2.03M +7,068 +16%

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.