We are live on ! Find out more
IVV icon

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
LA
451
Lynch & Associates
Indiana
$11.2M -$139K -484 -1%
CWSR
452
Chessman Wealth Strategies RIA
Texas
$11.2M -$492K -1,715 -4%
WWM
453
Willingdon Wealth Management
North Carolina
$11.1M +$2.04M +7,100 +23%
SBSB
454
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.9M -$94.9K -331 -0.9%
MA
455
MCF Advisors
Kentucky
$10.9M -$240K -836 -2%
MYIA
456
Mount Yale Investment Advisors
Colorado
$10.9M +$25.2K +88 +0.2%
CGH
457
Crossmark Global Holdings
Texas
$10.9M -$168K -584 -2%
FCI
458
Financial Counselors Inc
Kansas
$10.7M +$5.48M +19,102 +109%
KCM
459
Kanawha Capital Management
Virginia
$10.7M -$209K -728 -2%
PFA
460
Pinnacle Family Advisors
Missouri
$10.7M +$7.17K +25 +0.1%
WCM
461
Weatherstone Capital Management
Colorado
$10.6M +$9.94M +34,665 +2,510%
HSA
462
HBK Sorce Advisory
Pennsylvania
$10.5M -$1.81M -6,311 -15%
KIM
463
Karpus Investment Management
New York
$10.5M +$640K +2,231 +7%
CCT
464
Country Club Trust
Missouri
$10.5M +$1.81M +6,327 +21%
1IA
465
1834 Investment Advisors
Wisconsin
$10.5M -$251K -875 -2%
BIM
466
Bridges Investment Management
Nebraska
$10.4M +$2.07M +7,222 +25%
RhumbLine Advisers
467
RhumbLine Advisers
Massachusetts
$10.3M -$16.6M -57,950 -62%
CFA
468
Carroll Financial Associates
North Carolina
$10.1M -$30.1K -105 -0.3%
TFF
469
The Family Firm
Maryland
$9.95M +$20.4K +71 +0.2%
RPC
470
Rossmore Private Capital
Connecticut
$9.84M +$1.28M +4,456 +15%
WSFS
471
Wilmington Savings Fund Society
Delaware
$9.84M +$338K +1,179 +4%
SC
472
Scotia Capital
Ontario, Canada
$9.79M +$2.39M +8,347 +33%
GAM
473
Gould Asset Management
California
$9.7M -$620K -2,160 -6%
WAAG
474
Wealth Alliance Advisory Group
Kansas
$9.61M +$294K +1,026 +3%
WHG
475
Westwood Holdings Group
Texas
$9.59M +$74.3K +259 +0.8%

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.