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iShares Core S&P 500 ETF

1,102 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $12.2M

89% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 54

36% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 359

14% more capital invested

Capital invested by funds: $51.2B → $58.4B (+$7.24B)

5% more funds holding in top 10

Funds holding in top 10: 299314 (+15)

3% more funds holding

Funds holding: 1,0681,102 (+34)

1.26% more ownership

Funds ownership: 56.12%57.39% (+1.3%)

Holders
1,102
Holders Change
+34
Holders Change %
+3.18%
% of All Funds
27.43%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.81%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cornerstone Wealth Management
Missouri
$24.3M +$4.21M +17,985 +21%
RTS
227
Round Table Services
New Jersey
$24.1M +$5.81M +24,852 +32%
WT
228
Whittier Trust
California
$23.8M -$70.6K -302 -0.3%
PP
229
Pegasus Partners
Wisconsin
$23.8M -$646K -2,760 -3%
CA
230
Clearstead Advisors
Ohio
$23.6M +$819K +3,502 +4%
ONB
231
Old National Bancorp
Indiana
$23M +$1.96M +8,360 +9%
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$22.9M +$2.49M +10,627 +12%
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$22.6M +$366K +1,566 +2%
GH
234
GAM Holding
Switzerland
$22.5M -$5.03M -21,500 -18%
IF
235
Ironwood Financial
Arizona
$22.3M +$739K +3,160 +3%
GC
236
Grimes & Company
Massachusetts
$21.8M -$5.03M -21,488 -19%
HMC
237
Harvard Management Company
Massachusetts
$21.6M -$6.81M -29,094 -24%
NA
238
Neuburgh Advisers
California
$21.4M +$21.1M +90,100 New
WIP
239
Wellesley Investment Partners
Massachusetts
$21.2M -$280K -1,197 -1%
IA
240
IFP Advisors
Florida
$21.1M +$2.79M +11,928 +16%
WS
241
Wela Strategies
Georgia
$20.9M +$5.01M +21,436 New
PP
242
PagnatoKarp Partners
Virginia
$20.4M -$326K -1,392 -2%
OFG
243
Oxford Financial Group
Indiana
$20.2M -$284K -1,215 -1%
CPSAC
244
Chas P. Smith & Associates (CPS)
Florida
$20.1M -$2.52M -10,765 -11%
SCA
245
Snowden Capital Advisors
New York
$20M +$11.5M +48,993 +138%
EA
246
Efficient Advisors
Ohio
$20M -$557K -2,380 -3%
IFA
247
Interactive Financial Advisors
Illinois
$20M +$125K +535 +0.6%
BTS
248
BB&T Securities
Virginia
$19.9M +$8.18M +34,982 +71%
HCA
249
Heck Capital Advisors
Wisconsin
$19.4M +$2.61M +11,145 +16%
SHGA
250
Sand Hill Global Advisors
California
$19.3M +$436K +1,862 +2%

IVV Hedge Fund Activity: Q1 2017 in Review

1,102 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2017, worth a combined $58.4B — up 14% from $51.2B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IVV positions and 54 closed out — a net gain of 48 holders — while 488 added to existing stakes and 359 trimmed.

The largest buyer was BlackRock, adding an estimated $3.64B. The largest seller was Northwestern Mutual Investment Management Company, cutting an estimated $697M.

  • 1,102 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2017, up from 1,068 in Q4 2016.
  • Funds reported $58.4B of iShares Core S&P 500 ETF stock for Q1 2017, up 14% quarter-over-quarter.
  • 102 funds opened new iShares Core S&P 500 ETF positions in Q1 2017 and 54 closed out, a net change of +48 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2017 was BlackRock, an estimated $3.64B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2017 was Northwestern Mutual Investment Management Company, an estimated $697M sold.

Based on aggregated 13F filings for Q1 2017.