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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
NGA
1001
Naples Global Advisors
Florida
$920K +$8.61K +30 +1%
NFG
1002
Nations Financial Group
Iowa
$917K -$8.32K -29 -0.9%
CAM
1003
CenterStar Asset Management
Illinois
$916K
CAN
1004
Claraphi Advisory Network
United States
$915K -$262K -915 -23%
WF
1005
Welch & Forbes
Massachusetts
$914K +$65.4K +228 +8%
RMDI
1006
R.M. Davis Inc
Maine
$909K -$14.1K -49 -2%
SHJ
1007
Sharkey, Howes & Javer
Colorado
$906K +$228K +796 +35%
SWM
1008
Segment Wealth Management
Texas
$903K +$64.2K +224 +8%
AIM
1009
AMI Investment Management
Indiana
$895K
TC
1010
Truvestments Capital
Florida
$892K +$157K +548 +22%
TCM
1011
Traynor Capital Management
Pennsylvania
$890K -$85.5K -298 -9%
PWP
1012
Private Wealth Partners
California
$889K -$109K -380 -11%
SFWA
1013
Summit Financial Wealth Advisors
Louisiana
$888K +$104K +363 +13%
IP
1014
Intellectus Partners
California
$881K +$34.4K +120 +4%
EM
1015
Excalibur Management
Massachusetts
$878K -$158K -550 -15%
STMM
1016
South Texas Money Management
Texas
$876K +$487K +1,698 +131%
LFG
1017
LifePlan Financial Group
Ohio
$873K -$144K -501 -14%
MCM
1018
Murphy Capital Management
New Jersey
$873K +$574K +2,002 +204%
VA
1019
Valmark Advisers
Ohio
$869K -$78.9K -275 -8%
HHGA
1020
Halbert Hargrove Global Advisors
California
$864K -$287 -1 -0%
BB
1021
Busey Bank
Illinois
$863K -$59.7K -208 -7%
FWM
1022
Focused Wealth Management
New York
$863K -$30.4K -106 -3%
WBC
1023
West Branch Capital
Massachusetts
$861K
CFB
1024
Cullen/Frost Bankers
Texas
$856K
GIA
1025
GHP Investment Advisors
Colorado
$855K -$149K -521 -15%

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.