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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
FHA
626
Flagship Harbor Advisors
Massachusetts
$4.43M +$18.6K +65 +0.4%
BWM
627
BerganKDV Wealth Management
Minnesota
$4.42M +$425K +1,480 +11%
MI
628
Moneywise Inc
Virginia
$4.41M +$14.1K +49 +0.3%
F
629
F3Logic
Minnesota
$4.41M +$1.7M +5,926 +66%
IWC
630
Integrated Wealth Concepts
Massachusetts
$4.37M -$638K -2,226 -13%
TFCP
631
Twin Focus Capital Partners
Massachusetts
$4.33M -$26.4K -92 -0.6%
SGK
632
Steigerwald Gordon & Koch
Virginia
$4.33M -$289K -1,007 -6%
BBA
633
Braun-Bostich & Associates
Pennsylvania
$4.32M -$387K -1,351 -8%
WP
634
WealthShield Partners
North Carolina
$4.32M +$343K +1,196 +9%
LWAC
635
Laurel Wealth Advisors (California)
California
$4.3M -$938K -3,271 -18%
SB
636
Simmons Bank
Arkansas
$4.25M +$415K +1,447 +11%
NEAM
637
New England Asset Management
Connecticut
$4.25M
WAM
638
Wakefield Asset Management
Colorado
$4.22M +$4.14M +14,417 New
IFWM
639
Institute for Wealth Management
Colorado
$4.17M -$2.44M -8,495 -37%
KL
640
KWMG LLC
Kansas
$4.14M -$245K -854 -6%
BA
641
Bristlecone Advisors
Washington
$4.13M +$204K +710 +5%
WCM
642
Wealthcare Capital Management
Virginia
$4.13M -$7.74K -27 -0.2%
TC
643
Trust Company
Kansas
$4.11M +$9.18K +32 +0.2%
SFM
644
Signet Financial Management
New Jersey
$4.1M +$574 +2 +0%
NPP
645
New Potomac Partners
Maryland
$4.1M +$40.7K +142 +1%
SS
646
Sunbelt Securities
Texas
$4.08M +$51.6K +180 +1%
T. Rowe Price Associates
647
T. Rowe Price Associates
Maryland
$4.07M +$1.76M +6,132 +79%
FLPIM
648
F.L. Putnam Investment Management
Massachusetts
$4.05M +$1.19M +4,145 +43%
ACM
649
Armbruster Capital Management
New York
$4M +$746K +2,600 +23%
CIC
650
Carnegie Investment Counsel
Ohio
$3.99M +$292K +1,017 +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.