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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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206M +$41.8M +145,625 +26%
NMIMC
77
Northwestern Mutual Investment Management Company
Wisconsin
$205M -$394M -1,373,600 -66%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$195M +$9.78M +34,087 +5%
HWA
79
Heritage Wealth Advisors
Virginia
$194M +$126M +440,644 +199%
AssetMark Inc
80
AssetMark Inc
California
$188M +$9.17M +31,981 +5%
BL
81
Balentine LLC
Georgia
$185M +$182M +632,888 +301,375%
US Bancorp
82
US Bancorp
Minnesota
$185M +$6.53M +22,768 +4%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$181M +$8.39M +29,266 +5%
FI
84
FormulaFolio Investments
Michigan
$180M +$8.85M +30,844 +5%
MB
85
Mizuho Bank
Japan
$176M
Comerica Bank
86
Comerica Bank
Texas
$170M -$7.63M -26,598 -4%
SAS
87
Sage Advisory Services
Texas
$168M -$23.3M -81,393 -12%
PPFA
88
Provida Pension Fund Administrator
Chile
$167M +$63.9M +222,750 +64%
NA
89
NextCapital Advisers
Illinois
$163M +$160M +557,420 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$160M +$16.9M +59,055 +11%
SIC
91
Sigma Investment Counselors
Michigan
$160M +$3.07M +10,693 +2%
KPAG
92
KLS Professional Advisors Group
New York
$156M +$10M +34,982 +7%
UB
93
UMB Bank
Missouri
$154M +$3.7M +12,907 +3%
Neuberger Berman Group
94
Neuberger Berman Group
New York
$152M -$35.1M -122,288 -19%
SG
95
Swarthmore Group
Pennsylvania
$149M
VIM
96
VCU Investment Management
Virginia
$147M +$48.3M +168,397 +50%
MLIC
97
Mandatum Life Insurance Company
Finland
$145M -$30.7M -107,187 -18%
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$144M +$17.7M +61,632 +14%
B
99
Barings
North Carolina
$144M +$27.1M +94,500 +24%
DWM
100
Destination Wealth Management
California
$142M -$3.09M -10,761 -2%

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.