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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
MCWS
376
McKinley Carter Wealth Services
West Virginia
$8.43M +$2.71M +11,574 +48%
HT
377
Hefren-Tillotson
Pennsylvania
$8.4M +$978K +4,180 +13%
IDBONY
378
Israel Discount Bank of New York
New York
$8.38M +$513K +2,193 +7%
SSWM
379
Sheets Smith Wealth Management
North Carolina
$8.24M -$183K -784 -2%
AWM
380
AE Wealth Management
Kansas
$8.22M -$123K -524 -1%
CA
381
Capital Advantage
California
$8.08M -$1.16M -4,973 -13%
HSA
382
HBK Sorce Advisory
Pennsylvania
$8.07M -$94.5K -404 -1%
CAM
383
Capstone Asset Management
Texas
$8.06M -$1.47M -6,281 -16%
RWG
384
Regal Wealth Group
California
$8.05M -$7.02K -30 -0.1%
TWA
385
TCI Wealth Advisors
Arizona
$8.05M +$50.1K +214 +0.6%
CCA
386
Cobblestone Capital Advisors
New York
$8.01M +$115K +491 +1%
KCM
387
Kanawha Capital Management
Virginia
$7.99M +$123K +524 +2%
MWM
388
Mascoma Wealth Management
New Hampshire
$7.91M +$1.44M +6,153 +23%
BFG
389
Barber Financial Group
Kansas
$7.89M -$494K -2,114 -6%
HH
390
HWG Holdings
Texas
$7.85M -$4.25M -18,154 -35%
1IA
391
1834 Investment Advisors
Wisconsin
$7.84M -$322K -1,377 -4%
CL
392
CPWM LLC
Washington
$7.83M -$182K -778 -2%
CCM
393
Coldstream Capital Management
Washington
$7.67M +$4.17M +17,808 +122%
IAA
394
Independent Advisor Alliance
North Carolina
$7.67M +$7.59M +32,457 New
MSA
395
Mason Street Advisors
Wisconsin
$7.66M +$181K +775 +2%
BFA
396
Beaumont Financial Advisors
Massachusetts
$7.61M -$64.1K -274 -0.8%
PWLP
397
Prio Wealth Limited Partnership
Massachusetts
$7.58M +$944K +4,036 +14%
LA
398
Lynch & Associates
Indiana
$7.58M +$131K +558 +2%
LNC
399
Lincoln National Corp
Pennsylvania
$7.56M +$517K +2,211 +7%
JFG
400
JMG Financial Group
Illinois
$7.51M +$367K +1,569 +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.