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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
SMC
376
Smith, Moore & Co
Missouri
$13.1M -$260K -992 -2%
AIIMS
377
Analyst IMS Investment Management Services
Israel
$13.1M +$160K +611 +1%
GHCM
378
Glen Harbor Capital Management
California
$13.1M -$10.8M -41,344 -46%
SBA
379
Secrest Blakey & Associates
North Carolina
$13.1M +$12.7M +48,577 New
PBO
380
Peoples Bank (Ohio)
Ohio
$12.9M -$2.07M -7,899 -14%
ANB
381
Amarillo National Bank
Texas
$12.9M +$993K +3,791 +9%
SBL
382
Sargent Bickham Lagudis
Colorado
$12.8M +$11.4M +43,621 +1,074%
PSUF
383
People's United Financial
Connecticut
$12.7M -$15.7K -60 -0.1%
PI
384
PineBridge Investments
New York
$12.7M +$12.4M +47,330 New
RCAG
385
Rehmann Capital Advisory Group
Michigan
$12.7M -$269K -1,028 -2%
NAM
386
North American Management
Massachusetts
$12.6M +$9.97M +38,052 +437%
AAS
387
Annex Advisory Services
Wisconsin
$12.5M -$662K -2,528 -5%
EFSCE
388
Enterprise Financial Services Corp (EFSC)
Missouri
$12.4M +$27K +103 +0.2%
CFP
389
Cornerstone Financial Partners
North Carolina
$12.4M +$324K +1,238 +3%
RWMH
390
Riverpoint Wealth Management Holdings
Illinois
$12.3M -$196K -749 -2%
MWM
391
Modera Wealth Management
New Jersey
$12.3M -$232K -884 -2%
WCM
392
Weatherstone Capital Management
Colorado
$12.3M +$9.52M +36,358 +390%
SI
393
SII Investments
Wisconsin
$12.2M -$32.3M -123,505 -73%
SC
394
SouthState Corp
Florida
$12.2M -$511K -1,952 -4%
CWSR
395
Chessman Wealth Strategies RIA
Texas
$12.2M +$11.8M +45,236 New
BJL
396
Brighton Jones LLC
Washington
$12.1M -$234K -892 -2%
HT
397
Hefren-Tillotson
Pennsylvania
$12M +$988K +3,772 +9%
CGH
398
Crossmark Global Holdings
Texas
$11.8M -$418K -1,596 -3%
EWM
399
Evercore Wealth Management
New York
$11.6M -$1.19M -4,533 -9%
B
400
Bailard
California
$11.6M -$142K -542 -1%

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.