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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
BPCE
426
Bank Pictet & Cie (Europe)
Germany
$6.23M
WSFS
427
Wilmington Savings Fund Society
Delaware
$6.2M -$352K -1,504 -5%
FCI
428
Financial Counselors Inc
Kansas
$6.18M +$1.76M +7,508 +41%
AIA
429
Allegis Investment Advisors
Idaho
$6.07M +$4.81M +20,573 +412%
FCBT
430
First Citizens Bank & Trust
North Carolina
$6.06M -$3.85M -16,439 -39%
NWM
431
Northwest Wealth Management
Iowa
$5.97M +$187K +800 +3%
LFR
432
Lehman Financial Resources
Pennsylvania
$5.9M -$1.45M -6,200 -20%
DW
433
Domani Wealth
Pennsylvania
$5.84M -$101K -430 -2%
ST
434
Smithfield Trust
Pennsylvania
$5.75M +$4.35M +18,594 +329%
William Blair & Company
435
William Blair & Company
Illinois
$5.75M +$366K +1,566 +7%
WP
436
WealthSource Partners
California
$5.74M +$980K +4,188 +21%
SWA
437
SFMG Wealth Advisors
Texas
$5.72M +$576K +2,464 +11%
TFA
438
Transamerica Financial Advisors
Florida
$5.71M +$3.62M +15,491 +181%
VWA
439
V Wealth Advisors
Kansas
$5.67M +$4.44M +18,989 +389%
BWA
440
BlueSky Wealth Advisors
North Carolina
$5.65M -$558K -2,385 -9%
PIA
441
Peachtree Investment Advisors
Georgia
$5.64M +$1.6M +6,844 +40%
CTA
442
Colonial Trust Advisors
South Carolina
$5.59M -$154K -660 -3%
DZ Bank
443
DZ Bank
Germany
$5.52M +$483K +2,066 +10%
BHIA
444
Birch Hill Investment Advisors
Massachusetts
$5.48M +$10.1K +43 +0.2%
RWM
445
RKL Wealth Management
Pennsylvania
$5.41M +$7.38M +31,548 +530%
ZIC
446
ZWJ Investment Counsel
Georgia
$5.4M +$5.33M +22,768 New
CFC
447
Coyle Financial Counsel
Illinois
$5.4M +$5.32M +22,747 New
MA
448
MCF Advisors
Kentucky
$5.37M +$4.68K +20 +0.1%
WB
449
WesBanco Bank
West Virginia
$5.35M +$1.21M +5,171 +30%
Millennium Management
450
Millennium Management
New York
$5.35M +$186K +794 +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.