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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
PAG
301
Pinnacle Advisory Group
Maryland
$20.1M +$4.28M +16,358 +28%
EWF
302
Epstein & White Financial
California
$19.7M +$18.4M +70,383 New
CA
303
Clearstead Advisors
Ohio
$19.7M -$7.52M -28,731 -28%
Mitsubishi UFJ Trust & Banking
304
Mitsubishi UFJ Trust & Banking
Japan
$19.6M -$72.7M -277,530 -79%
MIS
305
Morningstar Investment Services
Illinois
$19.5M -$525K -2,004 -3%
WTB
306
Washington Trust Bank
Washington
$19.5M -$137K -522 -0.7%
Kayne Anderson Rudnick Investment Management
307
Kayne Anderson Rudnick Investment Management
California
$19.3M -$991K -3,786 -5%
LFAS
308
Level Four Advisory Services
Texas
$19.2M -$1.1M -4,185 -6%
CWM
309
Confluence Wealth Management
Oregon
$19.1M -$265K -1,011 -1%
I
310
IberiaBank
Louisiana
$19M +$2.9M +11,089 +19%
MFS
311
Monetta Financial Services
Illinois
$18.9M
MTB
312
Mizuho Trust & Banking
Japan
$18.8M -$15.7M -60,000 -46%
NPF
313
Norris Perne & French
Michigan
$18.8M +$125K +476 +0.7%
NEPPG
314
New England Professional Planning Group
Rhode Island
$18.7M +$17.9M +68,473 New
GHA
315
Garcia Hamilton & Associates
Texas
$18.4M
PHAM
316
Palisades Hudson Asset Management
Florida
$18.3M -$1.05M -4,023 -6%
KWMG
317
King Wealth Management Group
Florida
$18.2M +$1.13M +4,296 +7%
APA
318
American Portfolios Advisors
New York
$18.1M +$17.6M +67,253 New
TAM
319
Tyers Asset Management
Texas
$18M -$14.9M -56,848 -46%
SHGA
320
Sand Hill Global Advisors
California
$17.9M -$2.98M -11,380 -15%
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$17.8M -$6.37M -24,310 -27%
BUB
322
BBVA USA Bancshares
Texas
$17.8M +$113K +431 +0.7%
RP
323
Riverbridge Partners
Minnesota
$17.7M +$10.2M +39,007 +145%
SHIM
324
Stone House Investment Management
Pennsylvania
$17.7M -$1.89M -7,234 -10%
SSW
325
Smith Shellnut Wilson
Mississippi
$17.6M -$269K -1,027 -2%

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.