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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
PCM
501
Parsons Capital Management
Rhode Island
$8.77M +$155K +539 +2%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$8.77M +$86.3K +301 +1%
FTS
503
Fifth Third Securities
Ohio
$8.75M +$8.54M +29,768 New
Arrowstreet Capital
504
Arrowstreet Capital
Massachusetts
$8.74M +$5.21M +18,161 +155%
VIA
505
Vantage Investment Advisors
Pennsylvania
$8.71M -$36.1K -126 -0.4%
PVH
506
Psagot Value Holdings
Israel
$8.69M +$365K +1,274 +4%
AB
507
Amalgamated Bank
New York
$8.64M +$1.35M +4,690 +19%
MIA
508
MainStreet Investment Advisors
Illinois
$8.6M -$51.3K -179 -0.6%
BHIA
509
Birch Hill Investment Advisors
Massachusetts
$8.57M +$511K +1,780 +6%
DCM
510
DeGreen Capital Management
Arizona
$8.56M +$129K +449 +2%
Legal & General Group
511
Legal & General Group
United Kingdom
$8.51M +$161K +560 +2%
FPFS
512
First Personal Financial Services
North Carolina
$8.5M -$241K -839 -3%
PW
513
Price Wealth
Texas
$8.45M +$3.13M +10,927 +61%
DCM
514
Dimension Capital Management
Florida
$8.44M +$482K +1,680 +6%
WB
515
Webster Bank
Connecticut
$8.31M
FBB
516
Fulton Breakefield Broenniman
Maryland
$8.27M +$1.24M +4,318 +18%
SYBT
517
Stock Yards Bank & Trust
Kentucky
$8.21M +$385K +1,341 +5%
CAC
518
Certified Advisory Corp
Florida
$8.15M +$190K +661 +2%
PWA
519
Peterson Wealth Advisors
Utah
$8.07M -$428K -1,492 -5%
FCB
520
First Command Bank
Texas
$8.06M +$1.04M +3,617 +15%
FCFS
521
First Command Financial Services
Texas
$8.06M +$1.04M +3,617 +15%
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.03M
CAM
523
Concorde Asset Management
Michigan
$7.94M +$1.21M +4,209 +18%
CB
524
Chemical Bank
Michigan
$7.86M -$296K -1,033 -4%
CI
525
CX Institutional
Indiana
$7.74M -$644K -2,246 -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.