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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
KWA
926
KCS Wealth Advisory
California
$1.25M -$3.15M -10,966 -72%
STB
927
S&T Bank
Pennsylvania
$1.24M -$14.6K -51 -1%
ACP
928
Arcus Capital Partners
Georgia
$1.23M +$261K +911 +28%
IAA
929
Ironsides Asset Advisors
North Carolina
$1.2M
MFIMFI
930
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.19M +$5.74K +20 +0.5%
NAM
931
NTV Asset Management
West Virginia
$1.19M +$574 +2 +0%
B
932
Bridgeworth
Alabama
$1.18M +$41K +143 +3%
W
933
Wealthfront
California
$1.18M -$205K -713 -15%
M
934
MOTCO
Texas
$1.17M +$62K +216 +6%
DWM
935
Doyle Wealth Management
Florida
$1.17M -$10K -35 -0.9%
AIM
936
Advantage Investment Management
Iowa
$1.17M +$429K +1,494 +60%
FCAG
937
First Capital Advisors Group
New Jersey
$1.16M -$6.88K -24 -0.6%
WAOTB
938
Wealth Advisors of Tampa Bay
Florida
$1.16M
SAM
939
Summit Asset Management
Tennessee
$1.16M -$3.73K -13 -0.3%
PA
940
Parkside Advisors
California
$1.16M
RCS
941
Retirement Capital Strategies
California
$1.15M +$572K +1,993 +103%
PWPS
942
Pinnacle Wealth Planning Services
Ohio
$1.15M -$63.1K -220 -5%
PWM
943
Perigon Wealth Management
California
$1.13M +$56.8K +198 +5%
PL
944
Parthenon LLC
Kentucky
$1.13M
EWM
945
Empirical Wealth Management
Washington
$1.12M -$730K -2,545 -40%
IC
946
InterOcean Capital
Illinois
$1.12M -$70.6K -246 -6%
VCP
947
Vista Capital Partners
Oregon
$1.12M +$325K +1,134 +42%
NIM
948
Northeast Investment Management
Massachusetts
$1.12M -$668K -2,330 -38%
CCM
949
Colorado Capital Management
Colorado
$1.12M -$66.8K -233 -6%
MG
950
McCutchen Group
Washington
$1.11M +$4.88K +17 +0.5%

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.