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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
Tudor Investment Corp
1451
Tudor Investment Corp
Connecticut
-$1.19M -4,360 Closed
CCP
1452
Clough Capital Partners
Massachusetts
-$969K -3,550 Closed
PCMK
1453
Paragon Capital Management (Kansas)
Kansas
-$683K -3,504 Closed
LCM
1454
Lucas Capital Management
New Jersey
-$889K -3,254 Closed
HFM
1455
Harvest Fund Management
China
-$686K -2,514 Closed
APCM
1456
Alaska Permanent Capital Management
Alaska
-$632K -2,318 Closed
AIFS
1457
A&I Financial Services
Colorado
-$630K -2,306 Closed
Renaissance Technologies
1458
Renaissance Technologies
New York
-$573K -2,100 Closed
LI
1459
LVZ Inc
Michigan
-$573K -2,097 Closed
VDI
1460
Vaughan David Investments
Illinois
-$499K -1,828 Closed
CA
1461
Cumberland Advisors
Florida
-$400K -1,465 Closed
PI
1462
PHH Investments
Texas
-$387K -1,416 Closed
MFG
1463
Merit Financial Group
Georgia
-$361K -1,324 Closed
MC
1464
Mathes Company
New York
-$356K -1,305 Closed
DIA
1465
Dana Investment Advisors
Wisconsin
-$355K -1,300 Closed
BCM
1466
Bayesian Capital Management
New York
-$355K -1,299 Closed
EAM
1467
Eagle Asset Management
Florida
-$286K -1,049 Closed
HCA
1468
Harbour Capital Advisors
Virginia
-$283K -1,033 Closed
FCH
1469
Freestone Capital Holdings
Washington
-$254K -931 Closed
NP
1470
NorthRock Partners
Minnesota
-$252K -919 Closed
CCMD
1471
Cypress Capital Management (Delaware)
Delaware
-$248K -910 Closed
HTHT
1472
Hemenway Trust Hemenway Trust
New Hampshire
-$245K -898 Closed
IC
1473
Investment Counsel
Michigan
-$243K -890 Closed
VWM
1474
Valley Wealth Managers
New Jersey
-$226K -829 Closed
BPM
1475
Bowling Portfolio Management
Ohio
-$225K -823 Closed

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.