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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
KCM
1126
Kornitzer Capital Management
Kansas
$571K
BFO
1127
Biltmore Family Office
North Carolina
$569K +$323K +1,126 +139%
HTC
1128
Haverford Trust Company
Pennsylvania
$566K
ME
1129
McIlrath & Eck
Washington
$564K +$353K +1,232 +178%
HIMC
1130
Heritage Investors Management Corp
Maryland
$562K +$294K +1,025 +115%
SWP
1131
Strategic Wealth Partners
Ohio
$561K -$260K -905 -32%
FNBOO
1132
First National Bank of Omaha
Nebraska
$561K -$21.5K -75 -4%
FAM
1133
Flaharty Asset Management
Florida
$560K +$125K +435 +30%
SIAS
1134
Shine Investment Advisory Services
Colorado
$552K +$11.5K +40 +2%
RP
1135
Riverbridge Partners
Minnesota
$551K -$4.88K -17 -0.9%
TWM
1136
Titus Wealth Management
California
$543K -$12.6K -44 -2%
FVCM
1137
F&V Capital Management
Florida
$542K
AT
1138
Arden Trust
Delaware
$541K -$242K -843 -31%
MIG
1139
McGuire Investment Group
Rhode Island
$538K +$527K +1,837 New
AWM
1140
Altium Wealth Management
New York
$534K +$7.74K +27 +2%
PAS
1141
Partnervest Advisory Services
California
$531K +$33K +115 +7%
JSA
1142
Jacobson & Schmitt Advisors
Wisconsin
$530K +$34.1K +119 +7%
MPM
1143
Meritage Portfolio Management
Kansas
$528K +$201K +700 +63%
MSS
1144
Mitchell Sinkler & Starr
Pennsylvania
$527K
OSNBOA
1145
Old Second National Bank of Aurora
Illinois
$527K
CCB
1146
Cutter & Co Brokerage
Missouri
$524K -$31.3K -109 -6%
MLL
1147
Moody Lynn & Lieberson
Massachusetts
$520K
GJIC
1148
Gamble Jones Investment Counsel
California
$520K +$510K +1,778 New
ATFA
1149
All Terrain Financial Advisors
Minnesota
$519K -$59.9K -209 -11%
NI
1150
NFC Investments
Tennessee
$512K -$50.2K -175 -9%

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.