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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
Baird Financial Group
176
Baird Financial Group
Wisconsin
$59.8M +$1.18M +4,105 +2%
GC
177
Gilbert & Cook
Iowa
$59.3M +$2.53M +8,826 +5%
TMNFIC
178
Tokio Marine & Nichido Fire Insurance Company
Japan
$58.5M
CIM
179
CIM Investment Management
Pennsylvania
$57.1M +$774K +2,700 +1%
WBG
180
Wharton Business Group
Pennsylvania
$56M -$86.6K -302 -0.2%
GT
181
Glenview Trust
Kentucky
$56M +$1.2M +4,192 +2%
MFS
182
McNamara Financial Services
Massachusetts
$55.4M -$55.6K -194 -0.1%
CS
183
Comerica Securities
Michigan
$54.2M -$1.73M -6,049 -3%
FMWA
184
Forvis Mazars Wealth Advisors
Missouri
$53.8M +$812K +2,831 +2%
Chevy Chase Trust
185
Chevy Chase Trust
Maryland
$53.6M +$11.7M +40,883 +29%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$52.5M -$1.62M -5,641 -3%
HFBOT
187
Home Federal Bank of Tennessee
Tennessee
$51.4M -$164K -572 -0.3%
SIM
188
SSI Investment Management
California
$51M -$4.39M -15,302 -8%
UBS AM
189
UBS AM
Illinois
$51M -$4.65M -16,203 -9%
VCM
190
Verger Capital Management
North Carolina
$51M -$11.6M -40,547 -19%
HighTower Advisors
191
HighTower Advisors
Illinois
$50.6M +$5.87M +20,455 +13%
AII
192
AGF Investments Inc
Ontario, Canada
$50.3M -$3.15K -11 -0%
SSB
193
Sandy Spring Bank
Maryland
$50.2M +$2.85M +9,943 +6%
MIH
194
Madison Investment Holdings
Wisconsin
$49.9M -$7.61M -26,523 -13%
CC
195
Courier Capital
New York
$49.7M +$1.2M +4,179 +3%
CAN
196
Cetera Advisor Networks
California
$49M +$8.94M +31,178 +23%
DADC
197
D.A. Davidson & Co
Montana
$48.8M -$211K -737 -0.4%
WMA
198
White Mountains Advisors
Connecticut
$48.5M
CB
199
Commerce Bank
Missouri
$48.4M +$5.36M +18,671 +13%
TNB
200
Thomasville National Bank
Georgia
$47.8M +$3.5M +12,194 +8%

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.