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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
OFG
326
Oxford Financial Group
Indiana
$17.5M -$219K -838 -1%
TA
327
Tiedemann Advisors
New York
$17.4M +$5.79M +22,126 +52%
RWM
328
Rezny Wealth Management
Florida
$17M +$531K +2,026 +3%
HI
329
Hudock Inc
Pennsylvania
$16.9M +$331K +1,264 +2%
VCM
330
Vision Capital Management
Oregon
$16.7M -$258K -985 -2%
WCM
331
Windsor Capital Management
Arizona
$16.7M +$2.17M +8,278 +15%
K
332
Kemper
Illinois
$16.7M -$71M -271,255 -81%
CC
333
Cadinha & Co
Hawaii
$16.6M +$751K +2,869 +5%
CTA
334
Colonial Trust Advisors
South Carolina
$16.6M +$5.22M +19,951 +48%
MMI
335
Matson Money Inc
Ohio
$16.5M +$11.5M +44,010 +255%
WFWM
336
Wechter Feldman Wealth Management
New Jersey
$16.4M -$673K -2,569 -4%
MAS
337
Managed Account Services
Florida
$16.4M -$1.21M -4,607 -7%
MGIA
338
Moneta Group Investment Advisors
Missouri
$16.4M +$967K +3,692 +6%
BCM
339
BTC Capital Management
Iowa
$16.1M +$68.1K +260 +0.4%
William Blair & Company
340
William Blair & Company
Illinois
$16.1M +$14.3M +54,731 +1,059%
PA
341
Pinnacle Associates
New York
$16M +$691K +2,639 +5%
RWM
342
RKL Wealth Management
Pennsylvania
$15.4M +$4M +15,276 +36%
SPIA
343
Steward Partners Investment Advisory
New York
$15.3M +$3.29M +12,560 +28%
WTC
344
WhitTier Trust Company
Nevada
$15.2M +$62.1K +237 +0.4%
CA
345
Cornerstone Advisory
Maryland
$15.1M -$2.23M -8,528 -13%
BMCM
346
Bryn Mawr Capital Management
Pennsylvania
$15M
IUHSA
347
Itau Unibanco Holding S.A.
Brazil
$15M +$351K +1,340 +2%
CL
348
Choreo LLC
Illinois
$14.8M -$33.3K -127 -0.2%
SIAM
349
Sterling Investment Advisors (Missouri)
Missouri
$14.8M -$590K -2,254 -4%
MFW
350
Meristem Family Wealth
Minnesota
$14.8M +$8.96M +34,196 +164%

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.