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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
GEA
776
Glen Eagle Advisors
New Jersey
$2.4M +$603K +2,101 +35%
SMG
777
Smart Money Group
Texas
$2.38M +$40.7K +142 +2%
GP
778
Geneva Partners
Wisconsin
$2.38M +$137K +477 +6%
CCT
779
Chemung Canal Trust
New York
$2.38M +$146K +510 +7%
RG
780
Rikoon Group
New Mexico
$2.37M -$13.8K -48 -0.6%
SQA
781
Simon Quick Advisors
New Jersey
$2.36M +$93.8K +327 +4%
FPS
782
Fieldpoint Private Securities
Connecticut
$2.36M -$417K -1,455 -15%
SFG
783
SNS Financial Group
Minnesota
$2.35M +$169K +588 +8%
HBWM
784
Hollow Brook Wealth Management
New York
$2.27M -$11.5K -40 -0.5%
CBT
785
Central Bank & Trust
Kentucky
$2.25M -$142K -496 -6%
JIC
786
Joel Isaacson & Co
New York
$2.23M -$31.6K -110 -1%
AC
787
Abbrea Capital
California
$2.21M +$17.2K +60 +0.8%
PL
788
Plancorp LLC
Missouri
$2.2M +$285K +993 +15%
CMP
789
Courage Miller Partners
Virginia
$2.2M +$5.74K +20 +0.3%
SCM
790
Southport Capital Management
Tennessee
$2.17M -$109K -379 -5%
OCM
791
One Capital Management
California
$2.17M -$80K -279 -4%
GIA
792
Guyasuta Investment Advisors
Pennsylvania
$2.17M -$50.2K -175 -2%
GAG
793
GM Advisory Group
New York
$2.16M -$14.1M -49,108 -87%
RVPG
794
Relative Value Partners Group
$2.16M -$6.6K -23 -0.3%
CF
795
Corrigan Financial
Rhode Island
$2.15M +$88.1K +307 +4%
EWM
796
Endurance Wealth Management
Rhode Island
$2.12M -$79.5K -277 -4%
FIA
797
Foundations Investment Advisors
Arizona
$2.11M +$1.63M +5,673 +369%
ABC
798
Associated Banc-Corp
Wisconsin
$2.1M +$566K +1,974 +38%
IAS
799
IMA Advisory Services
Colorado
$2.1M -$13.8K -48 -0.7%
SBH
800
Segall Bryant & Hamill
Illinois
$2.09M +$31.3K +109 +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.