We are live on ! Find out more
IVV icon

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
CWM
1401
Catamount Wealth Management
Connecticut
$38K
PS
1402
Portfolio Strategies
New York
$34K
MAM
1403
Meeder Asset Management
Ohio
$32K +$31.3K +109 New
HFM
1404
Hartford Financial Management
Connecticut
$31K
LIA
1405
LS Investment Advisors
Michigan
$31K
LWA
1406
Lowe Wealth Advisors
Maryland
$31K +$10.9K +38 +57%
FMTCOCP
1407
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
OIA
1408
Optimum Investment Advisors
Illinois
$29K
PSC
1409
Prentiss Smith & Co
Vermont
$23K -$1.43K -5 -6%
ACS
1410
Archford Capital Strategies
Illinois
$23K
SPIA
1411
Strategic Point Investment Advisors
Rhode Island
$22.4K +$6.52M +22,727 +42%
CBT
1412
Capital Bank & Trust
California
$22K
GCM
1413
Gables Capital Management
Florida
$22K
IGGA
1414
Iron Gate Global Advisors
Utah
$21K
SAM
1415
Shamrock Asset Management
Texas
$20K
TA
1416
Townsend & Associates
Colorado
$20K
Financial Engines Advisors
1417
Financial Engines Advisors
California
$19K +$18.1K +63 New
GTAM
1418
Global Trust Asset Management
Florida
$18K -$18.6K -65 -51%
PFSC
1419
Peoples Financial Services Corp
Pennsylvania
$18K
TCM
1420
Tradewinds Capital Management
Washington
$17K
NC
1421
NewSquare Capital
Pennsylvania
$16K
WC
1422
Whitnell & Co
Illinois
$16K
AIIMS
1423
Analyst IMS Investment Management Services
Israel
$14.4K +$7.74K +27 +0.1%
PK
1424
Pflug Koory
Nebraska
$14K
MRCM
1425
M&R Capital Management
New Jersey
$11K

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.