We are live on ! Find out more
IVV icon

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
CA
301
Cambridge Associates
Massachusetts
$13.6M +$8.6M +36,755 +179%
CL
302
Choreo LLC
Illinois
$13.6M +$689K +2,947 +5%
PBO
303
Peoples Bank (Ohio)
Ohio
$13.5M +$89.3K +382 +0.7%
LGWM
304
Litman Gregory Wealth Management
California
$13.5M +$1.24M +5,301 +10%
WTC
305
WhitTier Trust Company
Nevada
$13.3M -$85.4K -365 -0.6%
TG
306
Threshold Group
Washington
$13.1M +$1.3M +5,551 +11%
AGA
307
Accuvest Global Advisors
Utah
$12.9M +$8.54M +36,524 +205%
GLA
308
Good Life Advisors
Pennsylvania
$12.8M +$1.32M +5,660 +12%
CA
309
Cornerstone Advisory
Maryland
$12.7M +$51K +218 +0.4%
CIR
310
Clear Investment Research
Georgia
$12.5M +$157K +673 +1%
PFO
311
Pathstone Family Office
New Jersey
$12.4M +$2.11M +9,028 +21%
MGIA
312
Moneta Group Investment Advisors
Missouri
$12.4M +$1.55M +6,614 +15%
AIIMS
313
Analyst IMS Investment Management Services
Israel
$12.3M -$3.01M -12,871 -20%
BJL
314
Brighton Jones LLC
Washington
$12.2M +$9.45M +40,385 +361%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$12M -$591K -2,525 -5%
CIA
316
Capital Investment Advisors
Georgia
$12M +$287K +1,228 +2%
EMA
317
Efficient Market Advisors
California
$12M +$6.15M +26,283 +109%
WCM
318
Windsor Capital Management
Arizona
$11.8M +$1.13M +4,843 +11%
PHAM
319
Palisades Hudson Asset Management
Florida
$11.8M +$221K +944 +2%
EWM
320
Evercore Wealth Management
New York
$11.5M +$1.63M +6,968 +17%
IH
321
IFC Holdings
Florida
$11.4M +$2.73M +11,663 +32%
SC
322
SouthState Corp
Florida
$11.2M -$304K -1,298 -3%
RWMH
323
Riverpoint Wealth Management Holdings
Illinois
$11.2M -$96.1K -411 -0.9%
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$11.2M +$407K +1,740 +4%
SMC
325
Smith, Moore & Co
Missouri
$11.2M -$27.4K -117 -0.2%

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.