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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
1IA
401
1834 Investment Advisors
Wisconsin
$11.6M +$1.35M +5,154 +14%
ZIG
402
Zurich Insurance Group
Switzerland
$11.5M -$131K -501 -1%
AFG
403
Arkansas Financial Group
Arkansas
$11.5M +$116K +443 +1%
MMA
404
Miracle Mile Advisors
California
$11.4M -$142K -542 -1%
NG
405
NatWest Group
United Kingdom
$11.4M -$14.4K -55 -0.1%
RFO
406
RiverGlades Family Offices
Florida
$11.2M +$10.9M +41,772 New
VFA
407
Valeo Financial Advisors
Indiana
$11.1M +$5.33M +20,341 +97%
GCA
408
Gradient Capital Advisors
California
$11.1M +$10.8M +41,216 New
LA
409
LVW Advisors
New York
$11M +$2.9M +11,079 +37%
IWM
410
IHT Wealth Management
Illinois
$11M +$8.66M +33,050 +487%
BPCE
411
Bank Pictet & Cie (Europe)
Germany
$10.9M +$1.51M +5,749 +17%
FPFS
412
First Personal Financial Services
North Carolina
$10.9M +$1.09M +4,177 +11%
AA
413
Ancora Advisors
Ohio
$10.8M -$10.7K -41 -0.1%
TCM
414
Towercrest Capital Management
Pennsylvania
$10.7M +$58.7K +224 +0.6%
PMFA
415
Plante Moran Financial Advisors
Michigan
$10.7M +$112K +426 +1%
MCWS
416
McKinley Carter Wealth Services
West Virginia
$10.7M -$1.43M -5,466 -12%
GAM
417
Gould Asset Management
California
$10.6M +$52.4K +200 +0.5%
HW
418
Hancock Whitney
Mississippi
$10.6M -$197K -752 -2%
SAM
419
Silvercrest Asset Management
New York
$10.5M -$62.6K -239 -0.6%
Federated Hermes
420
Federated Hermes
Pennsylvania
$10.4M +$10.2M +38,851 New
HSA
421
HBK Sorce Advisory
Pennsylvania
$10.1M +$735K +2,806 +8%
SBSB
422
Sullivan, Bruyette, Speros & Blaney
Virginia
$10M -$212K -811 -2%
PAM
423
PVG Asset Management
Colorado
$9.97M -$241K -920 -2%
FMBTD
424
First Midwest Bank Trust Division
Illinois
$9.95M -$404K -1,543 -4%
HCM
425
Hollencrest Capital Management
California
$9.92M -$429K -1,638 -4%

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.