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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
CA
1026
Corrado Advisors
New Jersey
$853K +$4.02K +14 +0.5%
BPB
1027
Badgley, Phelps & Bell
Washington
$850K -$261K -910 -24%
PCM
1028
Poehling Capital Management
Wisconsin
$849K
ZF
1029
Zhang Financial
Michigan
$849K
SIA
1030
Starfire Investment Advisers
Michigan
$843K -$89.5K -312 -10%
BA
1031
BKS Advisors
Michigan
$837K
CDH
1032
Charles D. Hyman
$828K +$10.6K +37 +1%
CCMG
1033
Clark Capital Management Group
Pennsylvania
$828K +$258K +901 +47%
HCM
1034
Harvey Capital Management
Florida
$826K
CCM
1035
Covington Capital Management
California
$821K
QAM
1036
QCI Asset Management
New York
$814K +$520K +1,813 +187%
IA
1037
IndexIQ Advisors
New York
$810K -$920K -3,208 -54%
PFA
1038
Pure Financial Advisors
California
$809K +$793K +2,765 New
BO
1039
Bank OZK
Arkansas
$808K -$15.8K -55 -2%
Toronto Dominion Bank
1040
Toronto Dominion Bank
Ontario, Canada
$806K
ZIM
1041
Zacks Investment Management
Illinois
$805K +$539K +1,880 +216%
RFWA
1042
RPg Family Wealth Advisory
Massachusetts
$804K -$257K -895 -25%
TCM
1043
Tufton Capital Management
Maryland
$789K -$2.87K -10 -0.4%
CAMG
1044
CWA Asset Management Group
Florida
$788K -$10K -35 -1%
CAM
1045
Close Asset Management
United Kingdom
$787K -$37.3K -130 -3%
MIM
1046
Montgomery Investment Management
Maryland
$787K +$195K +680 +34%
HCM
1047
Harvest Capital Management
New Hampshire
$784K
ZCA
1048
Zeke Capital Advisors
Pennsylvania
$783K -$7.74K -27 -1%
FIM
1049
Freedom Investment Management
Connecticut
$781K +$767K +2,674 New
CIAS
1050
Capital Investment Advisory Services
North Carolina
$780K +$190K +663 +33%

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.