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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
AF
1301
Arrow Financial
New York
$259K -$24.4K -85 -9%
CWM
1302
Circle Wealth Management
New Jersey
$256K +$1.43K +5 +0.6%
AC
1303
Avestar Capital
New York
$255K -$95.8K -334 -27%
PS
1304
Portfolio Solutions
Michigan
$255K
FNT
1305
First Nebraska Trust
Nebraska
$254K +$249K +868 New
QCM
1306
Quadrant Capital Management
New Jersey
$254K +$249K +868 New
CPA
1307
Clear Perspective Advisors
Illinois
$252K +$120K +418 +94%
CAL
1308
Capital Advisors Ltd
Ohio
$249K -$16.3K -57 -6%
HHAA
1309
Henry H. Armstrong Associates
Pennsylvania
$249K +$244K +851 New
PA
1310
Paracle Advisors
Washington
$247K
FBA
1311
Front Barnett Associates
Illinois
$246K
Kovitz Investment Group Partners
1312
Kovitz Investment Group Partners
Illinois
$244K -$127K -444 -35%
AA
1313
AlphaMark Advisors
Kentucky
$244K +$3.15K +11 +1%
PWA
1314
Providence Wealth Advisors
Illinois
$242K +$237K +828 New
AWE
1315
Avidian Wealth Enterprises
Texas
$241K -$43.6K -152 -16%
BFS
1316
Bradley Foster & Sargent
Connecticut
$239K
CAW
1317
Cornerstone Advisors (Washington)
Washington
$239K
SL
1318
Summitry LLC
California
$239K
WF
1319
WealthTrust Fairport
Ohio
$238K -$2.18M -7,603 -90%
MIM
1320
Marco Investment Management
Georgia
$236K
AWS
1321
AJ Wealth Strategies
New York
$236K +$231K +805 New
MA
1322
MANA Advisors
New York
$234K -$57.7K -201 -20%
NCM
1323
Neumann Capital Management
California
$234K
VDFA
1324
Vickerman & Driscoll Financial Advisors
Washington
$234K +$9.75K +34 +4%
MC
1325
Moors & Cabot
Massachusetts
$233K

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.