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iShares Core S&P 500 ETF

1,627 hedge funds and large institutions have $116B invested in iShares Core S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 734 increasing their positions, 589 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 48

80% more call options, than puts

Call options by funds: $99.2M | Put options by funds: $55.1M

25% more repeat investments, than reductions

Existing positions increased: 734 | Existing positions reduced: 589

3% more funds holding in top 10

Funds holding in top 10: 510526 (+16)

1% more funds holding

Funds holding: 1,6051,627 (+22)

1% more capital invested

Capital invested by funds: $114B → $116B (+$1.04B)

4.48% less ownership

Funds ownership: 67.41%62.94% (-4.5%)

Holders
1,627
Holders Change
+22
Holders Change %
+1.37%
% of All Funds
35.33%
Holding in Top 10
526
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.14%
% of All Funds
11.42%
New
89
Increased
734
Reduced
589
Closed
48
Calls
$99.2M
Puts
$55.1M
Net Calls
+$44.1M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1626
Arrow Financial
New York
$4K +$3.48K +12 New
BWA
1627
Burt Wealth Advisors
Maryland
$3K
AIS
1628
Accurate Investment Solutions
Pennsylvania
$2K -$4.35K -15 -68%
CPIA
1629
Cornell Pochily Investment Advisors
New York
$1.78K -$29.3K -101 -2%
CA
1630
Centerpoint Advisors
Massachusetts
$1K
HHAA
1631
Henry H. Armstrong Associates
Pennsylvania
$304 +$52.2K +180 +21%
ACA
1632
Ackerman Capital Advisors
Texas
$226 +$223K +768 New
WIM
1633
Westside Investment Management
California
$7 +$7.53K +26 New
PPFA
1634
Provida Pension Fund Administrator
Chile
-$361M -1,278,244 Closed
PAS
1635
Park Avenue Securities
New York
-$241M -838,443 Closed
MB
1636
Mizuho Bank
Japan
-$56.9M -200,000 Closed
AC
1637
AMS Capital
Brazil
-$52M -182,600 Closed
D.E. Shaw & Co
1638
D.E. Shaw & Co
New York
-$42.7M -150,000 Closed
CC
1639
Chanos & Company
New York
-$15.6M -54,844 Closed
PL
1640
Polianta Ltd
Jersey
-$7M -24,600 Closed
LCC
1641
Lincoln Capital Corp
Rhode Island
-$2.72M -9,551 Closed
RCG
1642
Ruggie Capital Group
Florida
-$2.29M -8,054 Closed
IAA
1643
Independent Advisor Alliance
North Carolina
-$2.11M -7,418 Closed
JSL
1644
JT Stratford LLC
Georgia
-$1.95M -6,867 Closed
FIM
1645
Freedom Investment Management
Connecticut
-$1.75M -6,153 Closed
MHS
1646
M Holdings Securities
Oregon
-$1.29M -4,546 Closed
SEIA
1647
Signature Estate & Investment Advisors
California
-$1.14M -4,007 Closed
TFS
1648
Thoroughbred Financial Services
Tennessee
-$986K -3,464 Closed
Toronto Dominion Bank
1649
Toronto Dominion Bank
Ontario, Canada
-$784K -2,755 Closed
HCMNY
1650
Howard Capital Management (New York)
New York
-$696K -2,446 Closed

IVV Hedge Fund Activity: Q2 2019 in Review

1,627 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2019, worth a combined $116B — up 0.91% from $114B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IVV positions and 48 closed out — a net gain of 41 holders — while 734 added to existing stakes and 589 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.13B. The largest seller was Bank of America, cutting an estimated $6.7B.

  • 1,627 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2019, up from 1,605 in Q1 2019.
  • Funds reported $116B of iShares Core S&P 500 ETF stock for Q2 2019, up 0.91% quarter-over-quarter.
  • 89 funds opened new iShares Core S&P 500 ETF positions in Q2 2019 and 48 closed out, a net change of +41 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2019 was Royal Bank of Canada, an estimated $1.13B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2019 was Bank of America, an estimated $6.7B sold.

Based on aggregated 13F filings for Q2 2019.