iShares Core S&P 500 ETF
IVV
1,398 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.
107% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 45
78% more call options, than puts
Call options by funds: $159M | Put options by funds: $89.5M
22% more repeat investments, than reductions
Existing positions increased: 592 | Existing positions reduced: 487
9% more capital invested
Capital invested by funds: $89.2B → $97.5B (+$8.34B)
8.75% more ownership
Funds ownership: 63.64% → 72.39% (+8.8%)
2% more funds holding
Funds holding: 1,365 → 1,398 (+33)
2% more funds holding in top 10
Funds holding in top 10: 396 → 403 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$9.88B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.5B |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$1.43B |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$558M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$543M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.02B |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$726M |
| 3 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$245M |
| 4 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$231M |
| 5 |
Barclays
London,
United Kingdom
|
-$163M |
IVV Hedge Fund Activity: Q2 2018 in Review
1,398 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2018, worth a combined $97.5B — up 9.4% from $89.2B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new IVV positions and 45 closed out — a net gain of 48 holders — while 592 added to existing stakes and 487 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $9.88B. The largest seller was Wells Fargo, cutting an estimated $1.02B.
- 1,398 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2018, up from 1,365 in Q1 2018.
- Funds reported $97.5B of iShares Core S&P 500 ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
- 93 funds opened new iShares Core S&P 500 ETF positions in Q2 2018 and 45 closed out, a net change of +48 holders.
- The largest iShares Core S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $9.88B added.
- The largest iShares Core S&P 500 ETF seller in Q2 2018 was Wells Fargo, an estimated $1.02B sold.
Based on aggregated 13F filings for Q2 2018.