We are live on ! Find out more
IVV icon

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
EWA
901
Exencial Wealth Advisors
Oklahoma
$1.39M +$99.8K +348 +8%
GC
902
Grace Capital
Massachusetts
$1.39M
ZIC
903
ZWJ Investment Counsel
Georgia
$1.39M +$287 +1 +0%
AMM
904
American Money Management
California
$1.38M -$24.7K -86 -2%
LFG
905
Larson Financial Group
Missouri
$1.38M -$63.7K -222 -5%
SC
906
Slow Capital
California
$1.36M +$1.33M +4,645 New
TCOT
907
Trust Company of Toledo
Ohio
$1.34M
BCM
908
Brookmont Capital Management
Texas
$1.34M +$35.9K +125 +3%
CT
909
Cambridge Trust
Massachusetts
$1.34M +$150K +523 +13%
WWM
910
Windsor Wealth Management
Indiana
$1.33M +$703K +2,450 +116%
RCG
911
Ruggie Capital Group
Florida
$1.31M +$508K +1,770 +65%
FPCG
912
Fort Pitt Capital Group
Pennsylvania
$1.31M +$13.8K +48 +1%
MPI
913
Mairs & Power Inc
Minnesota
$1.31M
G
914
Gainplan
Michigan
$1.3M -$116K -406 -8%
RWA
915
Redhawk Wealth Advisors
Minnesota
$1.3M +$1.28M +4,449 New
GP
916
Girard Partners
Pennsylvania
$1.29M -$112K -390 -8%
SNT
917
Security National Trust
West Virginia
$1.28M -$41.6K -145 -3%
IWA
918
Inspirion Wealth Advisors
Illinois
$1.28M -$532K -1,856 -30%
SEIA
919
Signature Estate & Investment Advisors
California
$1.28M +$890K +3,104 +246%
PWG
920
Private Wealth Group
Florida
$1.27M
NFG
921
Nadler Financial Group
Illinois
$1.26M -$1.43K -5 -0.1%
PP
922
Patten & Patten
Tennessee
$1.26M +$113K +393 +10%
NB
923
Nicolet Bankshares
Wisconsin
$1.26M +$435K +1,518 +54%
SWK
924
Stephen W. Kidder
$1.26M -$31.6K -110 -3%
CWM
925
Connecticut Wealth Management
Connecticut
$1.25M +$75.4K +263 +7%

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.