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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
OAM
826
Oppenheimer Asset Management
New York
$1.9M +$295K +1,030 +19%
UR
827
USCA RIA
Texas
$1.9M +$144K +501 +8%
BMM
828
Buffington Mohr McNeal
Idaho
$1.9M +$49.6K +173 +3%
BDS
829
Banco de Sabadell
Florida
$1.89M -$107K -373 -5%
SBWM
830
Sunflower Bank Wealth Management
Arizona
$1.84M +$215K +750 +14%
RPGK
831
Retirement Planning Group (Kansas)
Kansas
$1.84M -$73.1K -255 -4%
Connor, Clark & Lunn Investment Management (CC&L)
832
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.83M
SG
833
StoneX Group
New York
$1.82M -$70K -244 -4%
OCG
834
Opus Capital Group
Ohio
$1.82M +$1.15K +4 +0.1%
RC
835
RegentAtlantic Capital
New Jersey
$1.81M +$19.2K +67 +1%
WI
836
Wedgewood Investors
Pennsylvania
$1.79M -$17.2K -60 -1%
Walleye Trading
837
Walleye Trading
New York
$1.79M +$860K +3,000 +97%
CPIA
838
Cornell Pochily Investment Advisors
New York
$1.78M +$14.9K +52 +0.9%
NIC
839
Northwest Investment Counselors
Oregon
$1.78M -$5.74K -20 -0.3%
RG
840
Rathbones Group
United Kingdom
$1.78M +$631K +2,200 +57%
AEPG
841
American Economic Planning Group
New Jersey
$1.77M +$860 +3 +0%
AIM
842
Aspen Investment Management
Michigan
$1.76M
TIM
843
Total Investment Management
Arizona
$1.76M +$6.31K +22 +0.4%
SCA
844
Sage Capital Advisors
South Dakota
$1.76M +$36.4K +127 +2%
BAM
845
Belpointe Asset Management
Nevada
$1.75M +$912K +3,180 +113%
ADL
846
Asset Dedication LLC
California
$1.75M -$90.1K -314 -5%
MC
847
Miles Capital
Iowa
$1.75M
MWM
848
Merriman Wealth Management
Washington
$1.74M -$686K -2,390 -29%
RMC
849
Resources Management Corp
Connecticut
$1.73M +$1.7M +5,914 New
PC
850
Pecaut & Co
Iowa
$1.73M

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.