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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
NG
426
NatWest Group
United Kingdom
$12.3M -$261K -911 -2%
SXL
427
Summit X LLC
Missouri
$12.3M +$324K +1,128 +3%
GG
428
GenWealth Group
New Jersey
$12.3M +$164K +572 +1%
GI
429
Gradient Investments
Minnesota
$12.3M -$1.07M -3,744 -8%
LSERS
430
Louisiana State Employees Retirement System
Louisiana
$12.2M -$3.36M -11,700 -22%
AAS
431
Annex Advisory Services
Wisconsin
$12.2M -$254K -885 -2%
TFS
432
TrustCore Financial Services
Tennessee
$12.1M +$1.67M +5,809 +16%
CA
433
Cambridge Associates
Massachusetts
$12M -$2.93M -10,224 -20%
SAM
434
Silvercrest Asset Management
New York
$12M +$221K +772 +2%
AA
435
Ancora Advisors
Ohio
$11.9M +$138K +481 +1%
SSWM
436
Sheets Smith Wealth Management
North Carolina
$11.9M -$619K -2,158 -5%
BUB
437
BBVA USA Bancshares
Texas
$11.8M -$13.6M -47,575 -54%
FWM
438
FFT Wealth Management
Pennsylvania
$11.8M -$1.25M -4,368 -10%
PSUF
439
People's United Financial
Connecticut
$11.7M +$728K +2,538 +7%
TC
440
Trilogy Capital
California
$11.7M -$99K -345 -0.9%
EFSCE
441
Enterprise Financial Services Corp (EFSC)
Missouri
$11.6M -$2.54M -8,855 -18%
GCA
442
Gradient Capital Advisors
California
$11.6M -$398K -1,389 -3%
MMA
443
Miracle Mile Advisors
California
$11.5M -$114K -398 -1%
BBA
444
BLB&B Advisors
Pennsylvania
$11.5M +$10.1M +35,148 +884%
SWA
445
SFMG Wealth Advisors
Texas
$11.4M -$834K -2,906 -7%
AIM
446
Acropolis Investment Management
Missouri
$11.4M -$351K -1,225 -3%
BFA
447
Beaumont Financial Advisors
Massachusetts
$11.3M +$729K +2,540 +7%
BSW
448
Buckingham Strategic Wealth
Missouri
$11.3M +$3.88M +13,526 +54%
CHA
449
Cooper/Haims Advisors
New York
$11.3M -$2.91M -10,135 -21%
PFPT
450
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.3M +$346K +1,206 +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.