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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
AAS
351
Annex Advisory Services
Wisconsin
$9.75M +$432K +1,845 +5%
Jane Street
352
Jane Street
New York
$9.74M -$15.3M -65,422 -61%
MM
353
Meridian Management
Arkansas
$9.73M +$4.1M +17,518 +75%
State Street
354
State Street
Massachusetts
$9.71M +$742K +3,174 +8%
ANB
355
Amarillo National Bank
Texas
$9.68M -$23.6K -101 -0.2%
MIS
356
Morningstar Investment Services
Illinois
$9.61M +$1.01M +4,301 +12%
DE
357
Day & Ennis
Georgia
$9.5M +$1.69M +7,237 +22%
TCM
358
Towercrest Capital Management
Pennsylvania
$9.48M +$160K +685 +2%
AA
359
Advisory Alpha
Michigan
$9.39M -$542K -2,317 -5%
DLHL
360
Donald L. Hagan LLC
Florida
$9.38M +$9.24M +39,520 New
SBSB
361
Sullivan, Bruyette, Speros & Blaney
Virginia
$9.3M +$74.8K +320 +0.8%
PL
362
Polianta Ltd
Jersey
$9.23M -$6.69M -28,600 -42%
SAM
363
Silvercrest Asset Management
New York
$9.18M +$89.6K +383 +1%
SFG
364
StrategIQ Financial Group
Indiana
$9.12M +$1.09M +4,675 +14%
LA
365
LVW Advisors
New York
$9.04M +$4.38M +18,728 +97%
PJSIMP
366
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.02M +$605K +2,587 +7%
DG
367
Davidson & Garrard
Virginia
$8.95M +$1.4M +5,971 +19%
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$8.89M +$105K +447 +1%
IAM
369
Impax Asset Management
New Hampshire
$8.72M -$12.8M -54,682 -60%
TFF
370
The Family Firm
Maryland
$8.71M -$374K -1,597 -4%
PAM
371
PVG Asset Management
Colorado
$8.67M -$196K -837 -2%
FPFS
372
First Personal Financial Services
North Carolina
$8.58M +$521K +2,228 +7%
HW
373
Hancock Whitney
Mississippi
$8.53M -$998K -4,265 -11%
EA
374
Elm Advisors
California
$8.49M -$241K -1,030 -3%
MCM
375
Maryland Capital Management
Maryland
$8.48M -$336K -1,437 -4%

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.