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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
BA
1201
BCM Advisors
Louisiana
$409K +$118K +412 +42%
LS
1202
Lattice Strategies
Pennsylvania
$408K
MIFH
1203
Migdal Insurance & Financial Holdings
Israel
$407K -$412K -1,437 -51%
TTWM
1204
TCV Trust & Wealth Management
Virginia
$407K
BRC
1205
Bell Rock Capital
Delaware
$404K -$46.2K -161 -10%
HPC
1206
Hobart Private Capital
North Carolina
$404K -$206K -718 -34%
ANTB
1207
AMG National Trust Bank
Colorado
$402K
VRM
1208
Vectors Research Management
New York
$399K +$418K +1,457 New
OCM
1209
Oakwood Capital Management
California
$396K -$1.64M -5,729 -81%
MBTD
1210
Mechanics Bank - Trust Department
California
$396K
AIS
1211
American Investment Services
Massachusetts
$395K -$3.15K -11 -0.8%
RAM
1212
Redmond Asset Management
Virginia
$392K -$3.73K -13 -1%
BW
1213
Bison Wealth
Georgia
$391K +$37K +129 +11%
WA
1214
Winfield Associates
Ohio
$391K +$63.1K +220 +20%
LA
1215
LexAurum Advisors
Kansas
$389K -$250K -872 -40%
VBFG
1216
Vishria Bird Financial Group
Tennessee
$389K
FMW
1217
Farr Miller & Washington
District of Columbia
$388K +$1.43K +5 +0.4%
GAB
1218
German American Bancorp
Indiana
$386K
CCA
1219
Conservest Capital Advisors
Pennsylvania
$381K
GC
1220
Gibson Capital
Pennsylvania
$376K -$13.5K -47 -4%
MBT
1221
Monroe Bank & Trust
Michigan
$376K
KSA
1222
Ken Stern & Associates
California
$376K +$13.2K +46 +4%
NPA
1223
Nichols & Pratt Advisers
Massachusetts
$372K +$660K +2,300 +313%
ACM
1224
Alpha Capital Management
Texas
$370K -$76.9K -268 -17%
AC
1225
Alexandria Capital
Virginia
$369K +$1.15K +4 +0.3%

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.