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iShares Silver Trust

410 hedge funds and large institutions have $778M invested in iShares Silver Trust in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 99 increasing their positions, 116 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $886M | Put options by funds: $313M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

2% more funds holding

Funds holding: 401410 (+9)

2.78% less ownership

Funds ownership: 18.2%15.43% (-2.8%)

15% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 116

18% less capital invested

Capital invested by funds: $947M → $778M (-$170M)

Holders
410
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
55
Increased
99
Reduced
116
Closed
44
Calls
$886M
Puts
$313M
Net Calls
+$573M
Net Calls Change
+$438M
Name Holding Trade Value Shares
Change
Change in
Stake
MBA
226
McQueen Ball & Associates
Pennsylvania
$184K
PWA
227
Providence Wealth Advisors
Illinois
$183K -$27.5K -1,950 -13%
WSFS
228
Wilmington Savings Fund Society
Delaware
$181K -$88.8K -6,300 -32%
NHC
229
Nicholas Hoffman & Company
Georgia
$181K
PCP
230
Proficio Capital Partners
Massachusetts
$179K -$6.27M -444,830 -97%
BF
231
BOK Financial
Oklahoma
$176K
CCM
232
Covington Capital Management
California
$174K -$17.6K -1,250 -9%
OC
233
Oakworth Capital
Alabama
$172K +$159K +11,295 +926%
SC
234
Scotia Capital
Ontario, Canada
$171K +$175K +12,420 New
KJWM
235
Kiley Juergens Wealth Management
Washington
$169K -$1.41K -100 -0.8%
1IA
236
1834 Investment Advisors
Wisconsin
$169K
Truist Financial
237
Truist Financial
North Carolina
$167K -$30.4K -2,156 -15%
ISL
238
Ingalls & Snyder LLC
New York
$167K
OA
239
Oxbow Advisors
Texas
$166K
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$166K +$38.1K +2,700 +29%
TD Asset Management
241
TD Asset Management
Ontario, Canada
$165K -$16.9K -1,200 -10%
XS
242
XR Securities
Illinois
$165K -$9.87K -700 -5%
CIM
243
Confluence Investment Management
Missouri
$159K -$4.62K -328 -3%
RCM
244
RB Capital Management
Nevada
$157K -$122K -8,619 -43%
PFS
245
Prospera Financial Services
Texas
$156K +$145K +10,300 New
IWM
246
IHT Wealth Management
Illinois
$155K +$159K +11,261 New
CFGS
247
Concourse Financial Group Securities
Alabama
$154K +$158K +11,235 New
FPGK
248
Financial Partners Group (Kansas)
Kansas
$153K
US Bancorp
249
US Bancorp
Minnesota
$147K -$20.6K -1,461 -12%
FSA
250
Financial Sense Advisors
California
$147K +$151K +10,729 New

SLV Hedge Fund Activity: Q3 2018 in Review

410 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Silver Trust (SLV) for Q3 2018, worth a combined $778M — down 18% from $947M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SLV positions and 44 closed out — a net gain of 11 holders — while 99 added to existing stakes and 116 trimmed.

The largest buyer was CTC (Chicago Trading Company), opening a new position worth an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $45M.

  • 410 institutional investors held iShares Silver Trust (SLV) as of Q3 2018, up from 401 in Q2 2018.
  • Funds reported $778M of iShares Silver Trust stock for Q3 2018, down 18% quarter-over-quarter.
  • 55 funds opened new iShares Silver Trust positions in Q3 2018 and 44 closed out, a net change of +11 holders.
  • The largest iShares Silver Trust buyer in Q3 2018 was CTC (Chicago Trading Company), an estimated $28.4M added.
  • The largest iShares Silver Trust seller in Q3 2018 was Bank of America, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2018.