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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
ST
426
Smithfield Trust
Pennsylvania
$9.89M +$75.2K +287 +0.8%
KCM
427
Kanawha Capital Management
Virginia
$9.85M +$423K +1,615 +5%
SSWM
428
Sheets Smith Wealth Management
North Carolina
$9.63M +$329K +1,256 +4%
SCA
429
Stonebridge Capital Advisors
Minnesota
$9.61M +$846K +3,230 +10%
LA
430
Lynch & Associates
Indiana
$9.53M +$335K +1,281 +4%
EA
431
Elm Advisors
California
$9.5M +$141K +537 +2%
BFA
432
Beaumont Financial Advisors
Massachusetts
$9.49M +$363K +1,387 +4%
PFA
433
Pinnacle Family Advisors
Missouri
$9.38M +$585K +2,235 +7%
TFF
434
The Family Firm
Maryland
$9.38M +$32.7K +125 +0.4%
ACM
435
AlphaStar Capital Management
North Carolina
$9.36M +$6.33M +24,167 New
DS
436
DRW Securities
Illinois
$9.35M +$9.11M +34,789 New
CS
437
Credit Suisse
Switzerland
$9.35M +$5.26M +20,071 +137%
PJSIMP
438
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.31M -$118K -451 -1%
TC
439
Trilogy Capital
California
$9.18M +$8.94M +34,149 New
WP
440
WealthSource Partners
California
$9.13M +$963K +3,677 +12%
SXL
441
Summit X LLC
Missouri
$8.98M +$1.49M +5,684 +20%
WHG
442
Westwood Holdings Group
Texas
$8.97M +$515K +1,965 +6%
EWM
443
Evermay Wealth Management
Virginia
$8.96M +$213K +814 +3%
ST
444
Sageworth Trust
Pennsylvania
$8.94M -$104K -399 -1%
State Street
445
State Street
Massachusetts
$8.92M -$1.49M -5,673 -15%
SWP
446
Stratos Wealth Partners
Ohio
$8.92M -$1.57M -5,985 -15%
CFA
447
Carroll Financial Associates
North Carolina
$8.89M +$212K +808 +3%
TWA
448
TCI Wealth Advisors
Arizona
$8.88M -$159K -609 -2%
RWG
449
Regal Wealth Group
California
$8.75M -$3.93K -15 -0%
MCM
450
Makena Capital Management
California
$8.63M -$7.45M -28,448 -47%

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.