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iShares Core S&P 500 ETF

1,352 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 37

293% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $8.53M

20% more repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 437

17% more funds holding in top 10

Funds holding in top 10: 342401 (+59)

17% more capital invested

Capital invested by funds: $80.8B → $94.3B (+$13.5B)

16% more funds holding

Funds holding: 1,1641,352 (+188)

2.58% more ownership

Funds ownership: 64.09%66.67% (+2.6%)

Holders
1,352
Holders Change
+188
Holders Change %
+16.15%
% of All Funds
30.66%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.1%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K
Name Holding Trade Value Shares
Change
Change in
Stake
TNB
251
Thomasville National Bank
Georgia
$27.7M +$1.19M +4,560 +5%
AAMA
252
Advanced Asset Management Advisors
Ohio
$27.2M +$26.5M +101,245 New
CAM
253
Chandler Asset Management
California
$27.2M +$26.5M +101,211 New
EHPM
254
Emery Howard Portfolio Management
California
$27.1M -$644K -2,461 -2%
Two Sigma Advisers
255
Two Sigma Advisers
New York
$26.8M -$15.6M -59,500 -37%
CC
256
Chanos & Company
New York
$26.5M -$1.81M -6,904 -7%
AF
257
Advisornet Financial
Minnesota
$26.4M +$25.7M +98,155 New
IF
258
Ironwood Financial
Arizona
$26.2M +$131K +499 +0.5%
STA
259
Summit Trail Advisors
New York
$26M +$23.9M +91,075 New
WS
260
Wela Strategies
Georgia
$25.9M +$1.03M +3,933 +4%
DWA
261
Divergent Wealth Advisors
Utah
$25.7M +$25.1M +95,750 New
CC
262
Cedar Capital
Illinois
$25.1M -$2.42M -9,250 -9%
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$24.9M +$1.54M +5,866 +7%
HCA
264
Heck Capital Advisors
Wisconsin
$24.8M +$368K +1,407 +2%
WIP
265
Wellesley Investment Partners
Massachusetts
$24.8M -$149K -568 -0.6%
SCA
266
Snowden Capital Advisors
New York
$24.6M -$2.47M -9,415 -9%
SFS
267
Sowell Financial Services
Arkansas
$24.6M +$644K +2,459 +3%
WI
268
Wintrust Investments
Illinois
$24.4M +$893K +3,409 +4%
NA
269
NewEdge Advisors
Louisiana
$24.2M +$3.74M +14,284 +19%
CFIA
270
Cantor Fitzgerald Investment Advisors
New York
$23.8M +$1.15M +4,399 +5%
CIBC World Market
271
CIBC World Market
Ontario, Canada
$23.5M -$3.55M -13,562 -13%
GFPC
272
Global Financial Private Capital
Florida
$23.2M -$117K -445 -0.5%
LCOV
273
London Company of Virginia
Virginia
$23M +$17.9M +68,376 +400%
FCM
274
Flinton Capital Management
Pennsylvania
$22.9M -$18.9M -72,352 -46%
SLF
275
Sun Life Financial
Ontario, Canada
$22.7M

IVV Hedge Fund Activity: Q4 2017 in Review

1,352 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2017, worth a combined $94.3B — up 17% from $80.8B a quarter earlier.

Buyers outnumbered sellers: 238 funds opened new IVV positions and 37 closed out — a net gain of 201 holders — while 524 added to existing stakes and 437 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.43B. The largest seller was BlackRock, cutting an estimated $928M.

  • 1,352 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2017, up from 1,164 in Q3 2017.
  • Funds reported $94.3B of iShares Core S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 238 funds opened new iShares Core S&P 500 ETF positions in Q4 2017 and 37 closed out, a net change of +201 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q4 2017 was Wells Fargo, an estimated $1.43B added.
  • The largest iShares Core S&P 500 ETF seller in Q4 2017 was BlackRock, an estimated $928M sold.

Based on aggregated 13F filings for Q4 2017.