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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
MFT
276
Moisand Fitzgerald Tamayo
Florida
$15.7M +$1.31M +5,585 +9%
RBC
277
Ronald Blue & Co
Georgia
$15.6M +$13.2M +56,506 +603%
WFWM
278
Wechter Feldman Wealth Management
New Jersey
$15.4M -$459K -1,964 -3%
HFA
279
High Falls Advisors
New York
$15.4M -$1.12M -4,786 -7%
MAS
280
Managed Account Services
Florida
$15.3M -$82.6K -353 -0.5%
BCM
281
BTC Capital Management
Iowa
$15.1M -$69K -295 -0.5%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$15M +$130K +555 +0.9%
RWM
283
Rezny Wealth Management
Florida
$14.9M +$338K +1,446 +2%
VCM
284
Vision Capital Management
Oregon
$14.8M +$2.92M +12,500 +25%
IIC
285
Integrated Investment Consultants
Michigan
$14.7M -$90.5K -387 -0.6%
PA
286
Pinnacle Associates
New York
$14.6M +$935K +3,997 +7%
SAM
287
Securian Asset Management
Minnesota
$14.4M
AIM
288
Acropolis Investment Management
Missouri
$14.3M -$201K -861 -1%
SFS
289
Sowell Financial Services
Arkansas
$14.3M +$13.8M +58,904 New
CFGF
290
Compass Financial Group (Florida)
Florida
$14.2M +$298K +1,274 +2%
SIC
291
Salem Investment Counselors
North Carolina
$14.2M +$318K +1,358 +2%
BUB
292
BBVA USA Bancshares
Texas
$14.1M +$2.6M +11,136 +23%
RIA
293
Regal Investment Advisors
Michigan
$14M +$534K +2,282 +4%
AIP
294
Ameritas Investment Partners
Nebraska
$14M +$369K +1,579 +3%
SIAM
295
Sterling Investment Advisors (Missouri)
Missouri
$14M +$102K +438 +0.7%
TAM
296
Tyers Asset Management
Texas
$13.8M +$13.6M +58,300 New
CC
297
Cadinha & Co
Hawaii
$13.8M -$45.4M -194,183 -77%
LSERS
298
Louisiana State Employees Retirement System
Louisiana
$13.7M -$7.23M -30,900 -35%
HI
299
Hudock Inc
Pennsylvania
$13.7M -$1.25M -5,340 -8%
BBHC
300
Brown Brothers Harriman & Co
New York
$13.7M -$491K -2,100 -4%

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.