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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
HH
276
HWG Holdings
Texas
$22.7M +$7.91M +30,191 +56%
MFT
277
Moisand Fitzgerald Tamayo
Florida
$22.6M +$1.22M +4,677 +6%
MIAN
278
Mariner Independent Advisor Network
Kansas
$22.5M -$2.1M -8,031 -9%
Millennium Management
279
Millennium Management
New York
$22.5M +$14.8M +56,615 +210%
PP
280
PagnatoKarp Partners
Virginia
$22.4M -$396K -1,511 -2%
GC
281
Grimes & Company
Massachusetts
$22.4M +$5.1M +19,459 +30%
IFA
282
Interactive Financial Advisors
Illinois
$22.4M -$650K -2,481 -3%
AW
283
ACG Wealth
Georgia
$22.4M -$10.1M -38,392 -32%
Cerity Partners
284
Cerity Partners
New York
$22.3M +$3.32M +12,675 +18%
AL
285
Aspiriant LLC
California
$22.2M -$15.7M -59,998 -42%
HMC
286
Harvard Management Company
Massachusetts
$22.1M -$491K -1,874 -2%
PTC
287
Private Trust Company
Ohio
$22M +$62.6K +239 +0.3%
Geode Capital Management
288
Geode Capital Management
Massachusetts
$21.9M
AIM
289
Astor Investment Management
Illinois
$21.8M -$543K -2,075 -2%
GLA
290
Good Life Advisors
Pennsylvania
$21.7M +$1.81M +6,898 +10%
HWA
291
Heritage Way Advisors
Illinois
$21.4M -$355K -1,356 -2%
SAM
292
Securian Asset Management
Minnesota
$21.3M
EA
293
Efficient Advisors
Ohio
$21.1M -$476K -1,818 -2%
Janus Henderson Group
294
Janus Henderson Group
United Kingdom
$21M -$317K -1,209 -2%
MSA
295
Mason Street Advisors
Wisconsin
$21M +$3.4M +13,000 +20%
IH
296
IFC Holdings
Florida
$20.4M +$874K +3,338 +5%
CPSAC
297
Chas P. Smith & Associates (CPS)
Florida
$20.2M -$600K -2,290 -3%
CG
298
Colony Group
Massachusetts
$20.1M +$1.06M +4,062 +6%
EIM
299
ExxonMobil Investment Management
Texas
$20.1M +$4.95M +18,900 +34%
CA
300
Cambridge Associates
Massachusetts
$20.1M +$2.61M +9,965 +15%

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.