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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
FTC
876
Farmers Trust Company
Ohio
$1.53M -$40.2K -140 -3%
MCM
877
McRae Capital Management
New Jersey
$1.53M
SWM
878
SVA Wealth Management
Wisconsin
$1.51M +$2.58K +9 +0.2%
DBRC
879
D.B. Root & Company
Pennsylvania
$1.5M -$83.2K -290 -5%
SWM
880
Stockman Wealth Management
Montana
$1.5M
SF
881
Synovus Financial
Georgia
$1.5M -$1.29M -4,490 -47%
SIS
882
Sound Income Strategies
Florida
$1.5M +$530K +1,849 +57%
MOACM
883
Mutual of America Capital Management
New York
$1.49M -$402K -1,401 -22%
MCIA
884
Mountain Capital Investment Advisors
Colorado
$1.48M +$245K +853 +20%
SLAM
885
Swiss Life Asset Management
$1.46M
MS
886
Marshall & Sullivan
Washington
$1.46M
HL
887
HeadInvest LLC
Maine
$1.46M +$87.5K +305 +7%
HCA
888
Horan Capital Advisors
Ohio
$1.45M +$5.74K +20 +0.4%
BCM
889
Breiter Capital Management
Florida
$1.44M -$250K -872 -15%
HH
890
Hilltop Holdings
Texas
$1.44M +$44.7K +156 +3%
DACG
891
Donor Advised Charitable Giving
California
$1.44M +$1.41M +4,922 New
WPW
892
Waldron Private Wealth
Pennsylvania
$1.43M +$219K +765 +19%
VWA
893
V Wealth Advisors
Kansas
$1.42M +$75.4K +263 +6%
FB
894
Fulton Bank
Pennsylvania
$1.42M +$625K +2,180 +81%
NEPWA
895
New England Private Wealth Advisors
Massachusetts
$1.42M +$3.15K +11 +0.2%
CCG
896
Cypress Capital Group
Florida
$1.4M -$20.1K -70 -1%
MMHP
897
Murphy Middleton Hinkle & Parker
Georgia
$1.4M +$860 +3 +0.1%
PI
898
Parkside Investments
Illinois
$1.4M +$30.1K +105 +2%
BS
899
Boenning & Scattergood
Pennsylvania
$1.4M -$265K -923 -16%
LC
900
Lourd Capital
California
$1.39M +$1.37M +4,760 New

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.