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
SWA
1226
Sutton Wealth Advisors
Florida
$366K
ISL
1227
Ingalls & Snyder LLC
New York
$365K +$358K +1,248 New
BFA
1228
Bragg Financial Advisors
North Carolina
$364K +$59.1K +206 +20%
GF
1229
Goodman Financial
Texas
$363K -$4.88K -17 -1%
HFA
1230
Huber Financial Advisors
Illinois
$362K +$574 +2 +0.2%
LG
1231
Leuthold Group
Minnesota
$361K +$27.8K +97 +9%
KPCM
1232
Kings Point Capital Management
New York
$360K +$1.43K +5 +0.4%
MM
1233
Main Management
California
$356K
RC
1234
Randolph Company
Ohio
$355K +$20.9K +73 +6%
VST
1235
Van Strum & Towne
California
$353K
PA
1236
Prism Advisors
California
$352K
AHC
1237
Adell Harriman & Carpenter
Texas
$350K -$5.74K -20 -2%
CA
1238
Cambridge Advisors
Nebraska
$349K +$2.29K +8 +0.7%
BC
1239
Burney Company
Virginia
$349K +$82.3K +287 +32%
ONST
1240
Old North State Trust
North Carolina
$349K +$342K +1,192 New
DFIG
1241
Dragon Financial & Investment Group
California
$348K -$54.8K -191 -14%
KWM
1242
Kingsview Wealth Management
Oregon
$348K +$7.74K +27 +2%
VCM
1243
Versant Capital Management
Arizona
$346K -$99.5K -347 -23%
1832 Asset Management
1244
1832 Asset Management
Ontario, Canada
$346K
SHA
1245
Seneca House Advisors
Virginia
$346K +$14.3K +50 +4%
HDIM
1246
Hanson & Doremus Investment Management
Vermont
$344K -$129K -450 -28%
AIM
1247
Avity Investment Management
Connecticut
$342K
AP
1248
Atwood & Palmer
Missouri
$341K
WDL
1249
Well Done LLC
Michigan
$336K -$574 -2 -0.2%
LRPA
1250
L. Roy Papp & Associates
Arizona
$336K

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.