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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$768M -$10.2M -35,546 -1%
Goldman Sachs
27
Goldman Sachs
New York
$712M -$25.2M -87,941 -3%
UBS Group
28
UBS Group
Switzerland
$696M -$3.17M -11,049 -0.5%
AHSSHC
29
Adventist Health System Sunbelt Healthcare Corp
Florida
$625M -$18.1M -63,100 -3%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$618M +$64.8M +225,795 +12%
CIA
31
Choate Investment Advisors
Massachusetts
$611M +$356M +1,241,664 +70%
Bessemer Group
32
Bessemer Group
New Jersey
$611M +$4.91M +17,114 +0.8%
National Pension Service
33
National Pension Service
South Korea
$602M +$288M +1,005,748 +96%
USAA
34
United Services Automobile Association
Texas
$601M +$60.8M +212,091 +12%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$598M +$23M +80,164 +4%
Franklin Resources
36
Franklin Resources
California
$588M +$141M +492,885 +33%
JRP
37
Jasper Ridge Partners
California
$548M +$197M +687,696 +58%
BAPIM
38
British Airways Pensions Investment Management
United Kingdom
$502M -$20.5M -71,541 -4%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$499M +$19.7M +68,691 +4%
HA
40
Highland Associates
Alabama
$485M +$476M +1,658,200 New
AllianceBernstein
41
AllianceBernstein
Tennessee
$428M +$13.3M +46,415 +3%
GT
42
Greenleaf Trust
Michigan
$415M +$10.5M +36,735 +3%
UCFA
43
United Capital Financial Advisors
Texas
$413M +$37.8M +131,829 +10%
AA
44
Alesco Advisors
New York
$403M -$285K -992 -0.1%
RFC
45
Regions Financial Corp
Alabama
$366M +$10.9M +38,007 +3%
V
46
Veritable
Delaware
$362M -$372K -1,296 -0.1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$349M +$8.08M +28,170 +2%
RIG
48
RiverFront Investment Group
Virginia
$345M +$191M +664,371 +129%
NLI
49
Nippon Life Insurance
Japan
$341M
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$336M -$117M -409,280 -26%

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.