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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
DA
451
Doliver Advisors
Texas
$5.33M +$5.25M +22,457 New
GA
452
Geneva Advisors
Illinois
$5.32M +$640K +2,735 +14%
CAM
453
Congress Asset Management
Massachusetts
$5.3M -$3.5M -14,962 -40%
CTC
454
Central Trust Company
Missouri
$5.3M -$230K -983 -4%
BPC
455
Banque Pictet & Cie
Switzerland
$5.27M -$655K -2,800 -11%
FC
456
Financial Consulate
Maryland
$5.25M +$870K +3,721 +20%
SG Americas Securities
457
SG Americas Securities
New York
$5.17M +$2.06M +8,793 +68%
CCM
458
Condor Capital Management
New Jersey
$5.12M -$48.4K -207 -1%
QFA
459
Quattro Financial Advisors
Texas
$5.09M +$5.03M +21,497 New
BAS
460
Brown Advisory Securities
Maryland
$5.06M +$719K +3,075 +17%
DT
461
Diversified Trust
Tennessee
$5.05M +$1.72M +7,358 +53%
AA
462
Ancora Advisors
Ohio
$5.03M +$107K +456 +2%
CW
463
Cobiz Wealth
Colorado
$5.03M -$236K -1,008 -5%
PMFA
464
Plante Moran Financial Advisors
Michigan
$4.99M -$288K -1,230 -6%
WJA
465
Williams Jones & Associates
New York
$4.99M +$27.4K +117 +0.6%
PAG
466
Private Advisory Group
Washington
$4.94M -$340K -1,452 -7%
MFW
467
Meristem Family Wealth
Minnesota
$4.86M +$5.61K +24 +0.1%
AMG
468
Asset Management Group
Connecticut
$4.85M +$404K +1,727 +9%
MFP
469
Mosaic Financial Partners
California
$4.84M
SCA
470
Salient Capital Advisors
Texas
$4.8M +$60.6K +259 +1%
WP
471
WMS Partners
Maryland
$4.8M +$60.3K +258 +1%
EWM
472
Evermay Wealth Management
Virginia
$4.75M +$108K +460 +2%
CA
473
Cornerstone Advisors
North Carolina
$4.75M
FTS
474
Fifth Third Securities
Ohio
$4.74M +$2.83M +12,098 +154%
VC
475
Vestor Capital
Illinois
$4.74M +$1.95M +8,358 +72%

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.