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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
CIA
26
Choate Investment Advisors
Massachusetts
$471M -$9.1M -38,923 -2%
Bessemer Group
27
Bessemer Group
New Jersey
$436M +$172M +735,436 +67%
AC
28
Allstate Corporation
Illinois
$391M +$374M +1,600,000 +3,200%
MLIC
29
Mandatum Life Insurance Company
Finland
$369M -$6.4M -27,355 -2%
SR
30
Swiss Re
Switzerland
$365M +$61.5M +263,000 +21%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$355M +$90.3M +386,007 +35%
Franklin Resources
32
Franklin Resources
California
$331M +$117M +498,274 +55%
AA
33
Alesco Advisors
New York
$316M +$2.28M +9,760 +0.7%
Goldman Sachs
34
Goldman Sachs
New York
$304M -$160M -685,580 -35%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$302M -$424M -1,814,687 -59%
UCFA
36
United Capital Financial Advisors
Texas
$284M -$18.7M -80,127 -6%
NLI
37
Nippon Life Insurance
Japan
$277M
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$259M +$664K +2,838 +0.3%
JIC
39
Johnson Investment Counsel
Ohio
$247M +$588K +2,512 +0.2%
DLIC
40
Daido Life Insurance Company
Japan
$226M +$22.2M +94,710 +11%
FT
41
Fiduciary Trust
Massachusetts
$225M +$15.7M +67,014 +8%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$217M +$4.32M +18,475 +2%
PPFA
43
Provida Pension Fund Administrator
Chile
$215M +$212M +905,221 New
Rafferty Asset Management
44
Rafferty Asset Management
New York
$213M +$210M +899,760 New
JRP
45
Jasper Ridge Partners
California
$211M -$2.43M -10,393 -1%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$211M +$208M +887,756 New
Mariner
47
Mariner
Kansas
$207M +$10.6M +45,234 +5%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$202M +$27.4M +117,023 +16%
RFC
49
Regions Financial Corp
Alabama
$197M +$36.7M +156,713 +23%
M&T Bank
50
M&T Bank
New York
$194M -$4.73M -20,209 -2%

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.