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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
CCM
1076
Carlson Capital Management
Minnesota
$714K -$6.31K -22 -0.9%
MCM
1077
Mengis Capital Management
Oregon
$714K
GHA
1078
GW Henssler & Associates
Georgia
$712K
BFO
1079
Boston Family Office
Massachusetts
$711K -$10K -35 -1%
WWMSC
1080
Wagner Wealth Management (South Carolina)
South Carolina
$707K +$50.5K +176 +8%
KFS
1081
Kurt F. Somerville
$702K
AHB
1082
Abner Herrman & Brock
New Jersey
$701K
SLT
1083
St Louis Trust
Missouri
$694K
Invesco
1084
Invesco
Georgia
$691K -$827K -2,882 -55%
SFM
1085
Signature Financial Management
Virginia
$689K +$18.9K +66 +3%
BCM
1086
BTR Capital Management
California
$682K
LC
1087
LCNB Corp
Ohio
$679K +$665K +2,320 New
APP
1088
Avantax Planning Partners
Iowa
$678K -$191K -667 -22%
TH
1089
TCTC Holdings
Texas
$678K +$6.88K +24 +1%
BWAM
1090
Boyd Watterson Asset Management
Ohio
$677K -$143K -499 -18%
PCIA
1091
Prime Capital Investment Advisors
Kansas
$675K +$348K +1,214 +111%
BCA
1092
Berman Capital Advisors
Georgia
$669K +$2.87K +10 +0.4%
GAM
1093
Gemmer Asset Management
California
$666K +$31K +108 +5%
I2I
1094
Insight 2811 Inc
Illinois
$659K +$230K +801 +55%
BIAS
1095
Beacon Investment Advisory Services
New Jersey
$653K -$5.74K -20 -0.9%
1SB
1096
1ST Source Bank
Indiana
$650K
TCCM
1097
Timber Creek Capital Management
Massachusetts
$643K -$4.59K -16 -0.7%
ISB
1098
Iowa State Bank
Iowa
$643K
VCM
1099
Vigilant Capital Management
Maine
$638K +$163K +570 +35%
AWA
1100
AmeriServ Wealth Advisors
Pennsylvania
$638K +$201K +700 +47%

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.