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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
MMPW
1276
Mitchell McLeod Pugh & Williams
Alabama
$289K +$283K +988 New
RWM
1277
Ritholtz Wealth Management
New York
$288K -$19.2K -67 -6%
SIM
1278
Sigma Investment Management
Oregon
$288K
NCM
1279
Northwest Capital Management
Oregon
$288K +$30.1K +105 +12%
BMM
1280
Berkshire Money Management
Massachusetts
$284K
HPC
1281
HM Payson & Co
Maine
$282K
CFA
1282
Capstone Financial Advisors
Illinois
$280K
LWM
1283
Lenox Wealth Management
Ohio
$280K
SC
1284
Searle & Co
Connecticut
$278K
PFGIA
1285
Patriot Financial Group Insurance Agency
Massachusetts
$276K -$33.6K -117 -11%
OBWP
1286
O'Brien Wealth Partners
Massachusetts
$276K -$4.88K -17 -2%
DSAM
1287
Dock Street Asset Management
Florida
$276K
TC
1288
Telemus Capital
Michigan
$274K -$15.5K -54 -5%
CSIC
1289
Clifford Swan Investment Counsel
California
$273K
AA
1290
Apriem Advisors
California
$272K
WA
1291
WBH Advisory
Maryland
$272K +$5.74K +20 +2%
CS
1292
Cannell & Spears
New York
$271K
JWM
1293
JGP Wealth Management
Oregon
$269K
KFA
1294
Kays Financial Advisory
Georgia
$269K +$264K +919 New
RCA
1295
Rowland Carmichael Advisors
Arizona
$268K +$15.8K +55 +6%
LRIA
1296
Leonard Rickey Investment Advisors
Washington
$266K -$145K -506 -36%
FA
1297
Fortis Advisors
Pennsylvania
$266K +$1.43K +5 +0.6%
EDRH
1298
Edmond de Rothschild Holding
Switzerland
$262K
FCIM
1299
Fairview Capital Investment Management
California
$261K -$97.5K -340 -28%
BI
1300
Ballast Inc
Kentucky
$259K -$67.7K -236 -21%

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.