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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
CHP
1376
Cable Hill Partners
Oregon
$125K
LFASL
1377
Lugano Financial Advisors SA (LFA)
Switzerland
$123K
ACA
1378
Atlas Capital Advisors
Wyoming
$120K
HWM
1379
Holloway Wealth Management
Florida
$118K
VNA
1380
Valley National Advisers
Pennsylvania
$117K
RBC
1381
Roble Belko & Company
Pennsylvania
$113K
SFA
1382
Stewardship Financial Advisors
Georgia
$112K +$109K +381 New
THWM
1383
Taylor Hoffman Wealth Management
Virginia
$111K
LWA
1384
Lenox Wealth Advisors
New York
$96K
WAS
1385
WESPAC Advisors SoCal
California
$95K
YWP
1386
YorkBridge Wealth Partners
New York
$94K
WAS
1387
Winch Advisory Services
Wisconsin
$94K +$287 +1 +0.3%
Canada Life
1388
Canada Life
Manitoba, Canada
$89K +$43.9K +153 +102%
AAP
1389
Arax Advisory Partners
Colorado
$88K -$1.38M -4,807 -94%
FGAM
1390
Financial Gravity Asset Management
Texas
$83K +$78K +272 +756%
TDC
1391
Thompson Davis & Co
Virginia
$81K +$79.2K +276 New
QFA
1392
Quattro Financial Advisors
Texas
$79.9K
SWPG
1393
Strategic Wealth Partners Group
Illinois
$77.1K +$1.15K +4 +0.1%
SCA
1394
Stuart Chaussee & Associates
California
$70K
SAM
1395
Solaris Asset Management
New York
$66K +$65.1K +227 New
AIM
1396
Anchor Investment Management
South Carolina
$65.9K
MCM
1397
Manchester Capital Management
Vermont
$62K
WA
1398
WP Advisors
California
$60K +$287 +1 +0.5%
PAI
1399
Pittenger & Anderson Inc
Nebraska
$48K +$46.8K +163 New
PCTC
1400
Perkins Coie Trust Company
Washington
$43K

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.