We are live on ! Find out more
IVV icon

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
BS
101
Banco Santander
Spain
$136M +$7.43M +25,900 +6%
BOS
102
Bingham Osborn & Scarborough
California
$133M +$11M +38,401 +9%
GBBWRPM
103
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$131M -$1.03M -3,597 -0.8%
B
104
Brightworth
Georgia
$131M +$342K +1,191 +0.3%
California Public Employees Retirement System
105
California Public Employees Retirement System
California
$129M -$1.63M -5,695 -1%
TF
106
TIAA FSB
Florida
$128M +$52M +181,296 +71%
RGIA
107
Rainier Group Investment Advisory
Washington
$127M +$13.9M +48,458 +13%
BP
108
Ballentine Partners
Massachusetts
$124M +$3.91M +13,641 +3%
LIA
109
LBMC Investment Advisors
Tennessee
$122M +$916K +3,193 +0.8%
VMPIC
110
Varma Mutual Pension Insurance Co
Finland
$121M -$723M -2,521,500 -86%
PA
111
Planning Alternatives
Michigan
$120M -$732K -2,552 -0.6%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$119M -$8.43M -29,375 -7%
Prudential Financial
113
Prudential Financial
New Jersey
$118M -$17.2M -59,799 -13%
MML Investors Services
114
MML Investors Services
Massachusetts
$118M +$28.5M +99,446 +33%
Principal Financial Group
115
Principal Financial Group
Iowa
$117M +$7.78M +27,136 +7%
CWM
116
Cornerstone Wealth Management
Missouri
$112M -$2.23B -7,762,130 -21%
CWM
117
Calamos Wealth Management
Illinois
$112M +$7.44M +25,923 +7%
MWP
118
MYCIO Wealth Partners
Pennsylvania
$110M +$1.31M +4,569 +1%
CBU
119
CIBC Bank USA
Illinois
$108M -$5.62M -19,586 -5%
Deutsche Bank
120
Deutsche Bank
Germany
$106M +$890K +3,103 +0.9%
UOC
121
University of Chicago
Illinois
$105M -$17.8M -62,019 -15%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$104M -$14.2M -49,594 -12%
HW
123
Hancock Whitney
Mississippi
$100M +$78.9M +274,981 +404%
SMFG
124
Sumitomo Mitsui Financial Group
Japan
$99.8M +$27.9M +97,400 New
Lazard Asset Management
125
Lazard Asset Management
New York
$97.2M +$4.07M +14,179 +4%

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.