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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
JIC
51
Johnson Investment Counsel
Ohio
$335M +$25.7M +89,572 +8%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$334M +$12.3K +43 +0%
EMPI
53
Elo Mutual Pension Insurance
Finland
$326M -$17.2M -60,000 -5%
SMM
54
Stadion Money Management
Georgia
$322M -$34.8M -121,169 -10%
AG
55
Advisor Group
Arizona
$321M +$90.7M +316,290 +41%
Mariner
56
Mariner
Kansas
$300M +$13.1M +45,568 +5%
FHB
57
First Hawaiian Bank
Hawaii
$296M +$61.2M +213,255 +27%
FT
58
Fiduciary Trust
Massachusetts
$295M +$4.42M +15,393 +2%
SR
59
Swiss Re
Switzerland
$290M
RJA
60
Raymond James & Associates
Florida
$276M +$58M +202,181 +27%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$275M -$23.2M -80,863 -8%
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$272M +$5.08M +17,702 +2%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$272M +$13.5M +46,965 +5%
CFG
64
CKW Financial Group
Hawaii
$262M +$12.7M +44,436 +5%
FEG
65
Fund Evaluation Group
Ohio
$250M -$25.1M -87,431 -9%
DLIC
66
Daido Life Insurance Company
Japan
$250M -$43.9M -153,137 -15%
Brown Advisory
67
Brown Advisory
Maryland
$244M -$2.8M -9,763 -1%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$239M +$31.2M +108,877 +15%
GIA
69
Gateway Investment Advisers
Ohio
$239M -$2.9M -10,096 -1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$236M +$65.1M +227,096 +39%
BA
71
Bridgewater Associates
Connecticut
$236M
AC
72
Allstate Corporation
Illinois
$235M -$123M -428,926 -35%
M&T Bank
73
M&T Bank
New York
$234M +$3.38M +11,776 +1%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$234M +$36.6M +127,487 +19%
LWIC
75
Leith Wheeler Investment Counsel
British Columbia, Canada
$228M -$5.12M -17,868 -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.