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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
ICOA
326
Investment Centers of America
North Dakota
$11.2M +$4.02M +17,205 +58%
MWM
327
Modera Wealth Management
New Jersey
$11.2M -$851K -3,639 -7%
ZIG
328
Zurich Insurance Group
Switzerland
$11.1M -$517K -2,210 -4%
MMA
329
Miracle Mile Advisors
California
$11M +$277K +1,185 +3%
IUHSA
330
Itau Unibanco Holding S.A.
Brazil
$11M +$10.9M +46,512 New
KTA
331
Keeley-Teton Advisors
Illinois
$11M +$10.9M +46,493 New
PSUF
332
People's United Financial
Connecticut
$11M -$10.5K -45 -0.1%
CFP
333
Cornerstone Financial Partners
North Carolina
$10.6M +$6.61M +28,266 +172%
PAG
334
Pinnacle Advisory Group
Maryland
$10.3M +$4.07M +17,415 +67%
B
335
Bailard
California
$10.3M -$59.9K -256 -0.6%
KWMG
336
King Wealth Management Group
Florida
$10.2M +$1.59M +6,791 +19%
GAM
337
Gould Asset Management
California
$10.2M +$262K +1,119 +3%
RCYC
338
Richard C. Young & Co
Rhode Island
$10.1M -$299K -1,278 -3%
DCM
339
Dearborn Capital Management
Illinois
$10.1M -$145K -619 -1%
TA
340
Tiedemann Advisors
New York
$10.1M +$35.3K +151 +0.4%
GHCM
341
Glen Harbor Capital Management
California
$10.1M +$9.92M +42,400 New
SI
342
SII Investments
Wisconsin
$10.1M +$2.05M +8,744 +26%
AFG
343
Arkansas Financial Group
Arkansas
$9.99M +$103K +440 +1%
KSA
344
Ken Stern & Associates
California
$9.96M +$359K +1,533 +4%
FAAS
345
First Allied Advisory Services
California
$9.94M +$1.56M +6,676 +19%
LPL Financial
346
LPL Financial
California
$9.85M +$848K +3,627 +10%
NG
347
NatWest Group
United Kingdom
$9.83M -$1.8M -7,717 -16%
HCM
348
Hollencrest Capital Management
California
$9.82M +$309K +1,322 +3%
FNT
349
First National Trust
Pennsylvania
$9.79M +$278K +1,188 +3%
WCM
350
Weatherstone Capital Management
Colorado
$9.77M +$472K +2,016 +5%

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.