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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
RIA
351
Regal Investment Advisors
Michigan
$14.7M -$2.24M -8,559 -14%
CIR
352
Clear Investment Research
Georgia
$14.7M -$513K -1,960 -3%
FMI
353
Fiduciary Management Inc
Wisconsin
$14.6M +$14.3M +54,415 New
PWLP
354
Prio Wealth Limited Partnership
Massachusetts
$14.6M +$548K +2,094 +4%
AIM
355
Acropolis Investment Management
Missouri
$14.6M -$313K -1,195 -2%
SS
356
Simplicity Solutions
Minnesota
$14.5M +$8.26M +31,559 +140%
KTA
357
Keeley-Teton Advisors
Illinois
$14.5M +$66.3K +253 +0.5%
DE
358
Day & Ennis
Georgia
$14.2M +$284K +1,084 +2%
BBHC
359
Brown Brothers Harriman & Co
New York
$14.2M -$929K -3,548 -6%
AIM
360
Advantage Investment Management
Iowa
$14M -$58.7K -224 -0.4%
CFGF
361
Compass Financial Group (Florida)
Florida
$13.9M -$1.98M -7,560 -13%
MM
362
Meridian Management
Arkansas
$13.9M +$666K +2,543 +5%
SWA
363
SFMG Wealth Advisors
Texas
$13.9M +$6.04M +23,066 +81%
CHA
364
Cooper/Haims Advisors
New York
$13.8M +$13.4M +51,251 New
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$13.8M -$1.02M -3,900 -7%
Sumitomo Mitsui Trust Group
366
Sumitomo Mitsui Trust Group
Japan
$13.7M -$411K -1,569 -3%
GG
367
GenWealth Group
New Jersey
$13.7M -$624K -2,381 -5%
CIA
368
Capital Investment Advisors
Georgia
$13.6M -$97.9K -374 -0.7%
FNT
369
First National Trust
Pennsylvania
$13.5M +$1.04M +3,967 +9%
AWM
370
AE Wealth Management
Kansas
$13.5M +$2.79M +10,638 +27%
FAIM
371
Financial Advocates Investment Management
Washington
$13.3M +$13M +49,591 New
FC
372
Fulcrum Capital
Washington
$13.3M +$13M +49,586 New
CA
373
Crewe Advisors
Utah
$13.3M +$13M +49,527 New
PWS
374
Paragon Wealth Strategies
Florida
$13.2M +$723K +2,762 +6%
BFM
375
Broadview Financial Management
Wisconsin
$13.1M +$12.8M +48,761 New

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.