We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

935 hedge funds and large institutions have $39.9B invested in iShares Core S&P 500 ETF in 2016 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 388 increasing their positions, 336 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $15.5M

121% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 33

15% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 336

5% more funds holding in top 10

Funds holding in top 10: 238249 (+11)

3% more funds holding

Funds holding: 904935 (+31)

3% more capital invested

Capital invested by funds: $38.8B → $39.9B (+$1.15B)

0.16% more ownership

Funds ownership: 54.74%54.9% (+0.16%)

Holders
935
Holders Change
+31
Holders Change %
+3.43%
% of All Funds
24.94%
Holding in Top 10
249
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.62%
% of All Funds
6.64%
New
73
Increased
388
Reduced
336
Closed
33
Calls
$58.5M
Puts
$15.5M
Net Calls
+$43M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
251
Salem Investment Counselors
North Carolina
$12.2M +$292K +1,401 +2%
CL
252
Choreo LLC
Illinois
$12M -$541K -2,594 -4%
NG
253
NatWest Group
United Kingdom
$11.9M -$1.55M -7,441 -12%
WMA
254
White Mountains Advisors
Connecticut
$11.8M -$66.4M -318,500 -85%
GWM
255
Geneos Wealth Management
Colorado
$11.7M +$5.22M +25,031 +82%
PA
256
Pinnacle Associates
New York
$11.2M +$611K +2,931 +6%
WTC
257
WhitTier Trust Company
Nevada
$11.2M -$340K -1,628 -3%
PHAM
258
Palisades Hudson Asset Management
Florida
$11.1M -$3.74M -17,909 -25%
CIBC World Market
259
CIBC World Market
Ontario, Canada
$11M +$339K +1,624 +3%
CA
260
Cornerstone Advisory
Maryland
$10.9M -$98.7K -473 -0.9%
TG
261
Threshold Group
Washington
$10.9M -$207K -994 -2%
SC
262
Scotia Capital
Ontario, Canada
$10.9M +$2.2M +10,544 +26%
NPC
263
National Planning Corporation
California
$10.6M -$2.56M -12,294 -20%
AC
264
Allstate Corporation
Illinois
$10.5M -$48.4M -232,000 -82%
RCAG
265
Rehmann Capital Advisory Group
Michigan
$10.5M +$126K +602 +1%
FMBTD
266
First Midwest Bank Trust Division
Illinois
$10.5M -$265K -1,272 -2%
MMA
267
Miracle Mile Advisors
California
$10.4M +$2.44M +11,709 +32%
FA
268
FDx Advisors
Illinois
$10.3M +$738K +3,538 +8%
CIA
269
Capital Investment Advisors
Georgia
$10.2M +$113K +544 +1%
CC
270
Cadinha & Co
Hawaii
$9.78M +$54.4K +261 +0.6%
EFSCE
271
Enterprise Financial Services Corp (EFSC)
Missouri
$9.73M -$32.3K -155 -0.3%
SMC
272
Smith, Moore & Co
Missouri
$9.65M +$122K +584 +1%
MGIA
273
Moneta Group Investment Advisors
Missouri
$9.64M +$17.3K +83 +0.2%
BUB
274
BBVA USA Bancshares
Texas
$9.41M +$560K +2,685 +6%
VCM
275
Vision Capital Management
Oregon
$9.36M -$886K -4,246 -9%

IVV Hedge Fund Activity: Q2 2016 in Review

935 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2016, worth a combined $39.9B — up 3% from $38.8B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IVV positions and 33 closed out — a net gain of 40 holders — while 388 added to existing stakes and 336 trimmed.

The largest buyer was Northwestern Mutual Investment Management Company, adding an estimated $357M. The largest seller was BlackRock, cutting an estimated $553M.

  • 935 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2016, up from 904 in Q1 2016.
  • Funds reported $39.9B of iShares Core S&P 500 ETF stock for Q2 2016, up 3% quarter-over-quarter.
  • 73 funds opened new iShares Core S&P 500 ETF positions in Q2 2016 and 33 closed out, a net change of +40 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2016 was Northwestern Mutual Investment Management Company, an estimated $357M added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2016 was BlackRock, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2016.