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iShares Core S&P 500 ETF

1,435 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, 665 increasing their positions, 468 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: 665 | Existing positions reduced: 468

13% more capital invested

Capital invested by funds: $98.9B → $112B (+$13.1B)

9% more funds holding in top 10

Funds holding in top 10: 403438 (+35)

3% more funds holding

Funds holding: 1,3961,435 (+39)

1.1% more ownership

Funds ownership: 66.65%67.75% (+1.1%)

Holders
1,435
Holders Change
+39
Holders Change %
+2.79%
% of All Funds
32.68%
Holding in Top 10
438
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+8.68%
% of All Funds
9.97%
New
92
Increased
665
Reduced
468
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

IVV Hedge Fund Activity: Q3 2018 in Review

1,435 of the 4,391 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 13% from $98.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IVV positions and 44 closed out — a net gain of 48 holders — while 665 added to existing stakes and 468 trimmed.

The largest buyer was Bank of America, adding an estimated $3.79B. The largest seller was First Command Financial Services, cutting an estimated $1.51B.

  • 1,435 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2018, up from 1,396 in Q2 2018.
  • Funds reported $112B of iShares Core S&P 500 ETF stock for Q3 2018, up 13% 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 First Command Financial Services, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2018.