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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
GLA
651
Great Lakes Advisors
Illinois
$3.97M +$305K +1,062 +8%
GFPC
652
Global Financial Private Capital
Florida
$3.97M +$1.22M +4,242 +46%
CFC
653
Coyle Financial Counsel
Illinois
$3.94M -$449K -1,564 -10%
S
654
SignatureFD
Georgia
$3.93M +$473K +1,650 +14%
Koshinski Asset Management
655
Koshinski Asset Management
Illinois
$3.9M +$2.56M +8,920 +202%
SKK
656
Shepherd Kaplan Krochuk
Massachusetts
$3.9M +$940K +3,278 +33%
BFG
657
Barber Financial Group
Kansas
$3.9M -$28.1K -98 -0.7%
WPSG
658
Wealth & Pension Services Group
Georgia
$3.84M +$627K +2,187 +20%
CA
659
Commerzbank Aktiengesellschaft
Germany
$3.83M +$653K +2,276 +21%
WP
660
WealthSource Partners
California
$3.82M +$405K +1,412 +12%
PAG
661
Private Advisory Group
Washington
$3.79M +$12.3K +43 +0.3%
FFS
662
Founders Financial Securities
Maryland
$3.78M +$132K +459 +4%
HI
663
Horizon Investments
North Carolina
$3.78M +$132K +459 +4%
RMAM
664
Raab & Moskowitz Asset Management
New Jersey
$3.77M -$4.88K -17 -0.1%
FCT
665
Family Capital Trust
Massachusetts
$3.76M -$108K -378 -3%
AIP
666
Ahrens Investment Partners
Louisiana
$3.75M -$52.8K -184 -1%
CA
667
Calton & Associates
Florida
$3.74M -$288K -1,003 -7%
SJIM
668
St. Johns Investment Management
Florida
$3.68M -$73.1K -255 -2%
HCM
669
HMS Capital Management
Tennessee
$3.66M
MWM
670
Mission Wealth Management
California
$3.65M +$306K +1,067 +9%
GBT
671
Grove Bank & Trust
Florida
$3.64M
HS
672
Horan Securities
United States
$3.64M -$26.1K -91 -0.7%
AWM
673
Avior Wealth Management
Nebraska
$3.64M +$245K +855 +7%
CT
674
Clearstead Trust
Maine
$3.63M -$17.8K -62 -0.5%
GW
675
GW & Wade
Massachusetts
$3.61M +$30.7K +107 +0.9%

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.