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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
PWM
851
Paulson Wealth Management
Illinois
$1.72M +$88.1K +307 +5%
AFS
852
Access Financial Services
Minnesota
$1.72M
BA
853
Boston Advisors
Massachusetts
$1.71M +$108K +378 +7%
SFSIG
854
San Francisco Sentry Investment Group
California
$1.7M -$21.2K -74 -1%
WPC
855
White Pine Capital
Minnesota
$1.69M +$31K +108 +2%
RT
856
Rockland Trust
Massachusetts
$1.68M -$74.3K -259 -4%
GA
857
Geller Advisors
New York
$1.67M +$4.88K +17 +0.3%
BAAM
858
Baker Avenue Asset Management
California
$1.66M -$37.6K -131 -2%
DAS
859
Dynamic Advisor Solutions
Arizona
$1.66M +$168K +586 +12%
VCM
860
Violich Capital Management
California
$1.65M +$25.8K +90 +2%
ACI
861
Alpha Cubed Investments
California
$1.65M +$182K +635 +12%
IIC
862
Ironwood Investment Counsel
Arizona
$1.63M
RCWMU
863
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.63M
CFD
864
Creative Financial Designs
Indiana
$1.63M +$218K +760 +16%
AB
865
Atlas Brown
Kentucky
$1.61M -$28.7K -100 -2%
CCM
866
Coe Capital Management
Illinois
$1.59M +$267K +932 +21%
WCWM
867
Willow Creek Wealth Management
California
$1.58M -$36.1K -126 -2%
DWM
868
Dakota Wealth Management
Florida
$1.58M +$139K +486 +10%
CAM
869
Congress Asset Management
Massachusetts
$1.56M -$25.5K -89 -2%
CL
870
CIM LLC
New York
$1.56M -$30.4K -106 -2%
DBT
871
Dubuque Bank & Trust
Iowa
$1.55M +$640K +2,230 +72%
DPI
872
Diversified Portfolios Inc
Michigan
$1.55M -$20.9K -73 -1%
EK
873
Evensky & Katz
Florida
$1.54M +$36.1K +126 +2%
BJ
874
Brouwer & Janachowski
California
$1.54M +$76.6K +267 +5%
AFNAS
875
American Financial Network Advisory Services
California
$1.53M +$1.46M +5,083 +3,657%

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.