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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
TP
1326
Truvvo Partners
New York
$232K
BWM
1327
Baystate Wealth Management
Massachusetts
$231K +$237K +825 New
ANBT
1328
American National Bank & Trust
Texas
$230K
CGT
1329
Capital Guardian Trust
California
$228K +$223K +779 New
TD Asset Management
1330
TD Asset Management
Ontario, Canada
$227K -$5.74K -20 -3%
PFC
1331
Personal Financial Consultants
California
$224K +$219K +764 New
BFC
1332
Blue Fin Capital
Rhode Island
$221K +$2.87K +10 +1%
HFA
1333
HC Financial Advisors
California
$220K
SFSG
1334
Stearns Financial Services Group
North Carolina
$218K -$7.46K -26 -3%
PCM
1335
Perritt Capital Management
Illinois
$218K
GG
1336
Greenwood Gearhart
Arkansas
$217K -$8.61K -30 -4%
KTC
1337
Kistler-Tiffany Companies
Pennsylvania
$216K
CWA
1338
Cypress Wealth Advisors
California
$215K
LCM
1339
Liberty Capital Management
Michigan
$213K -$1.15M -4,000 -85%
RM
1340
Resource Management
Louisiana
$213K +$208K +726 New
PGA
1341
Portland Global Advisors
Maine
$213K +$209K +727 New
RW
1342
REDW Wealth
New Mexico
$213K +$209K +729 New
JCM
1343
Jacobi Capital Management
Pennsylvania
$212K -$11.2K -39 -5%
RA
1344
Rational Advisors
New York
$211K +$55.1K +192 +36%
TWM
1345
Torch Wealth Management
Ohio
$211K +$207K +720 New
TCOO
1346
Trust Company of Oklahoma
Oklahoma
$211K +$207K +720 New
NB
1347
NBT Bank
New York
$210K -$8.89K -31 -4%
PD
1348
Planning Directions
Pennsylvania
$208K +$204K +710 New
PAM
1349
Private Asset Management
California
$208K +$204K +711 New
SIM
1350
Sonora Investment Management
Arizona
$207K

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.