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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
BFM
401
Broadview Financial Management
Wisconsin
$13.2M -$424K -1,477 -3%
RWMH
402
Riverpoint Wealth Management Holdings
Illinois
$13.2M -$22.9K -80 -0.2%
FC
403
Fulcrum Capital
Washington
$13.2M -$314K -1,094 -2%
SC
404
SouthState Corp
Florida
$13.1M +$165K +575 +1%
PI
405
PineBridge Investments
New York
$13.1M -$545K -1,900 -4%
MFW
406
Meristem Family Wealth
Minnesota
$13.1M -$7.76M -27,060 -38%
SWP
407
Stratos Wealth Partners
Ohio
$13M +$1.02M +3,570 +9%
TCM
408
Towercrest Capital Management
Pennsylvania
$13M +$325K +1,134 +3%
RCAG
409
Rehmann Capital Advisory Group
Michigan
$13M +$409K +1,425 +3%
GIM
410
Goelzer Investment Management
Indiana
$12.9M +$4.05M +14,112 +47%
Millennium Management
411
Millennium Management
New York
$12.9M +$6.36M +22,168 +102%
PMFA
412
Plante Moran Financial Advisors
Michigan
$12.8M -$170K -591 -1%
OMC
413
Old Mission Capital
Illinois
$12.8M +$5.33M +18,600 +74%
SCA
414
Stonebridge Capital Advisors
Minnesota
$12.8M +$884K +3,082 +8%
AFG
415
Arkansas Financial Group
Arkansas
$12.8M +$168K +586 +1%
FA
416
Forefront Analytics
Pennsylvania
$12.8M +$551K +1,921 +5%
CWM
417
Cranbrook Wealth Management
Michigan
$12.7M +$916K +3,194 +8%
BJL
418
Brighton Jones LLC
Washington
$12.6M +$74.9K +261 +0.6%
CA
419
Clearstead Advisors
Ohio
$12.5M -$419K -1,460 -3%
ST
420
Smithfield Trust
Pennsylvania
$12.5M +$653K +2,278 +6%
ZIG
421
Zurich Insurance Group
Switzerland
$12.5M -$419K -1,460 -3%
ACM
422
Aviance Capital Management
Florida
$12.4M -$15.3M -53,343 -56%
CTA
423
Colonial Trust Advisors
South Carolina
$12.4M -$2M -6,959 -14%
FNBT
424
FineMark National Bank & Trust
Florida
$12.3M +$4.61M +16,056 +62%
EWM
425
Evermay Wealth Management
Virginia
$12.3M -$110K -385 -0.9%

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.