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
HCM
601
Hollencrest Capital Management
California
$5.17M -$5.03M -17,552 -49%
BWA
602
BDO Wealth Advisors
Florida
$5.16M +$175K +610 +4%
RCM
603
Riverhead Capital Management
Delaware
$5.16M -$1.51M -5,248 -23%
C
604
Clearshares
New York
$5.16M -$73.1K -255 -1%
WP
605
WMS Partners
Maryland
$5.16M
WB
606
WesBanco Bank
West Virginia
$5.11M +$307K +1,072 +7%
HB
607
Homrich & Berg
Georgia
$5.05M +$1.02M +3,560 +26%
Treasurer of the State of North Carolina
608
Treasurer of the State of North Carolina
North Carolina
$5.05M +$1.04M +3,625 +27%
CCA
609
Cobblestone Capital Advisors
New York
$5.04M -$780K -2,721 -14%
PAMU
610
Pictet Asset Management (UK)
United Kingdom
$5.01M +$4.48M +15,630 +1,042%
BCA
611
Bay Colony Advisors
Massachusetts
$4.97M +$386K +1,346 +9%
BFM
612
Boston Financial Management
Massachusetts
$4.96M +$4.86M +16,936 New
LA
613
Legacy Advisors
Pennsylvania
$4.95M -$36.1K -126 -0.7%
BFEC
614
Benjamin F. Edwards & Company
Missouri
$4.89M +$522K +1,821 +12%
CCM
615
Condor Capital Management
New Jersey
$4.84M -$356K -1,240 -7%
BRM
616
Boston Research & Management
Massachusetts
$4.83M +$143K +500 +3%
FBC
617
Fairfield, Bush & Co
Connecticut
$4.8M -$115K -400 -2%
CPP
618
Crow Point Partners
Massachusetts
$4.7M -$817K -2,847 -15%
GRP
619
Global Retirement Partners
California
$4.61M +$808K +2,818 +22%
RWA
620
Ropes Wealth Advisors
Massachusetts
$4.54M +$709K +2,473 +19%
CA
621
Continuum Advisory
Idaho
$4.54M -$397K -1,385 -8%
Cetera Investment Advisers
622
Cetera Investment Advisers
Illinois
$4.52M +$1.62M +5,637 +58%
BCM
623
Beck Capital Management
Texas
$4.5M -$371K -1,294 -8%
CC
624
Chicago Capital
Illinois
$4.47M +$1.02M +3,560 +30%
BCA
625
Bray Capital Advisors
Florida
$4.43M +$94.1K +328 +2%

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.