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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
MIH
1051
Meitav Investment House
Israel
$776K
ECM
1052
Evergreen Capital Management
Washington
$775K +$58.2K +203 +8%
FC
1053
Financial Consulate
Maryland
$772K -$1.26M -4,395 -62%
KM
1054
Kalos Management
Georgia
$769K -$56.8K -198 -7%
PO
1055
Private Ocean
California
$763K +$60.8K +212 +9%
WPW
1056
Winthrop Partners - WNY
New York
$761K +$101K +351 +16%
NHC
1057
Nicholas Hoffman & Company
Georgia
$759K +$574 +2 +0.1%
BCMO
1058
Buckingham Capital Management (Ohio)
Ohio
$758K -$43.6K -152 -6%
SCM
1059
Sterling Capital Management
North Carolina
$758K
TSS
1060
Two Sigma Securities
New York
$757K +$742K +2,586 New
FWIA
1061
Fort Washington Investment Advisors
Ohio
$755K +$9.75K +34 +1%
SP
1062
Successful Portfolios
Florida
$755K +$86.6K +302 +13%
GKWIM
1063
Gerber Kawasaki Wealth & Investment Management
California
$753K +$736K +2,565 New
Geode Capital Management
1064
Geode Capital Management
Massachusetts
$747K
HFA
1065
High Falls Advisors
New York
$745K +$91.2K +318 +14%
AFA
1066
Arlington Financial Advisors
California
$744K +$574 +2 +0.1%
AUB
1067
Atlantic Union Bankshares
Virginia
$739K -$30.4K -106 -4%
TNBTD
1068
Trustmark National Bank Trust Department
Mississippi
$734K -$48.2K -168 -6%
PHS
1069
Pekin Hardy Strauss
Illinois
$725K
GC
1070
Garde Capital
Washington
$725K +$12.6K +44 +2%
CBN
1071
Cadence Bank NA
Texas
$724K -$66.8K -233 -9%
EB
1072
Eastern Bank
Massachusetts
$720K +$8.03K +28 +1%
BTW
1073
Boston Trust Walden
Massachusetts
$719K -$15.2K -53 -2%
JWA
1074
JFS Wealth Advisors
Pennsylvania
$718K +$188K +655 +36%
HCMNY
1075
Howard Capital Management (New York)
New York
$717K +$22.1K +77 +3%

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.