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iShares Core S&P 500 ETF

1,605 hedge funds and large institutions have $114B invested in iShares Core S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 716 increasing their positions, 602 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more call options, than puts

Call options by funds: $67.2M | Put options by funds: $12.4M

37% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 84

19% more repeat investments, than reductions

Existing positions increased: 716 | Existing positions reduced: 602

15% more capital invested

Capital invested by funds: $99.5B → $114B (+$15B)

0% more funds holding in top 10

Funds holding in top 10: 508510 (+2)

0.3% more ownership

Funds ownership: 67.12%67.41% (+0.3%)

0% more funds holding

Funds holding: 1,6021,605 (+3)

Holders
1,605
Holders Change
+3
Holders Change %
+0.19%
% of All Funds
34.73%
Holding in Top 10
510
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
11.04%
New
115
Increased
716
Reduced
602
Closed
84
Calls
$67.2M
Puts
$12.4M
Net Calls
+$54.7M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
1276
Walleye Trading
New York
$541K -$301K -1,100 -37%
TSS
1277
Two Sigma Securities
New York
$541K +$520K +1,900 New
AIS
1278
American Investment Services
Massachusetts
$540K
SIAS
1279
Shine Investment Advisory Services
Colorado
$536K
BMA
1280
Brooks Moore & Associates
Tennessee
$534K +$13.7K +50 +3%
CIM
1281
Confluence Investment Management
Missouri
$532K -$2.21M -8,089 -81%
MCM
1282
Murphy Capital Management
New Jersey
$532K -$90K -329 -15%
JSA
1283
Jacobson & Schmitt Advisors
Wisconsin
$527K +$16.1K +59 +3%
FVCM
1284
F&V Capital Management
Florida
$526K
ZCA
1285
Zeke Capital Advisors
Pennsylvania
$523K -$115K -420 -19%
CCB
1286
Cutter & Co Brokerage
Missouri
$522K -$171K -626 -25%
MA
1287
MONECO Advisors
Connecticut
$520K +$137K +500 +38%
AIC
1288
Archer Investment Corporation
Indiana
$518K +$334K +1,221 +204%
RC
1289
Randolph Company
Ohio
$517K +$99K +362 +25%
OSNBOA
1290
Old Second National Bank of Aurora
Illinois
$512K
EVM
1291
Eaton Vance Management
Massachusetts
$509K -$795K -2,907 -62%
BBA
1292
Braun-Bostich & Associates
Pennsylvania
$508K -$3.57M -13,045 -88%
WA
1293
Wambolt & Associates
Colorado
$508K -$64.3K -235 -12%
MLL
1294
Moody Lynn & Lieberson
Massachusetts
$505K
TPA
1295
Trivium Point Advisory
Connecticut
$504K +$484K +1,770 New
CIA
1296
CCM Investment Advisers
South Carolina
$502K -$400K -1,464 -45%
WA
1297
WBH Advisory
Maryland
$502K +$8.48K +31 +2%
PCM
1298
Princeton Capital Management
New Jersey
$498K
JCM
1299
Janney Capital Management
Pennsylvania
$497K +$478K +1,748 New
AEPG
1300
American Economic Planning Group
New Jersey
$493K -$873K -3,192 -65%

IVV Hedge Fund Activity: Q1 2019 in Review

1,605 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2019, worth a combined $114B — up 15% from $99.5B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IVV positions and 84 closed out — a net gain of 31 holders — while 716 added to existing stakes and 602 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $1.33B. The largest seller was Bank of America, cutting an estimated $695M.

  • 1,605 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2019, up from 1,602 in Q4 2018.
  • Funds reported $114B of iShares Core S&P 500 ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 115 funds opened new iShares Core S&P 500 ETF positions in Q1 2019 and 84 closed out, a net change of +31 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2019 was Varma Mutual Pension Insurance Co, an estimated $1.33B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2019 was Bank of America, an estimated $695M sold.

Based on aggregated 13F filings for Q1 2019.