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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
BWP
476
Baldwin Wealth Partners
Massachusetts
$4.7M +$121K +519 +3%
CBT
477
Central Bank & Trust
Kentucky
$4.69M -$547K -2,339 -11%
CWM
478
Concert Wealth Management
California
$4.69M -$241K -1,031 -5%
KF
479
Krilogy Financial
Missouri
$4.67M
BCI
480
Brinker Capital Investments
Pennsylvania
$4.64M +$450K +1,923 +11%
Truist Financial
481
Truist Financial
North Carolina
$4.59M +$1.44M +6,154 +47%
PCA
482
Peddock Capital Advisors
Massachusetts
$4.58M +$468 +2 +0%
SGK
483
Steigerwald Gordon & Koch
Virginia
$4.57M -$220K -942 -5%
SYBT
484
Stock Yards Bank & Trust
Kentucky
$4.53M +$84.7K +362 +2%
WWM
485
Willingdon Wealth Management
North Carolina
$4.49M -$62.7K -268 -1%
PFS
486
Prospera Financial Services
Texas
$4.48M +$265K +1,133 +6%
CCM
487
Canal Capital Management
Virginia
$4.47M +$305K +1,302 +7%
AIA
488
Avalon Investment & Advisory
Texas
$4.47M +$374K +1,598 +9%
OWM
489
Orgel Wealth Management
Wisconsin
$4.45M +$3.89M +16,637 +794%
RJT
490
Raymond James Trust
Florida
$4.44M -$405K -1,730 -8%
Lido Advisors
491
Lido Advisors
California
$4.41M +$142K +606 +3%
Two Sigma Advisers
492
Two Sigma Advisers
New York
$4.39M -$4.21M -18,000 -49%
S
493
Schroders
United Kingdom
$4.33M +$4.27M +18,255 New
EA
494
Edge Advisors
Georgia
$4.3M +$129K +550 +3%
WA
495
WealthTrust-Arizona
Arizona
$4.28M -$47K -201 -1%
OCM
496
One Capital Management
California
$4.28M -$191K -816 -4%
MI
497
Moneywise Inc
Virginia
$4.22M +$24.3K +104 +0.6%
KL
498
KWMG LLC
Kansas
$4.21M -$1.17M -4,990 -22%
GG
499
Gofen & Glossberg
Illinois
$4.2M +$45.6K +195 +1%
VWM
500
Venturi Wealth Management
Texas
$4.19M +$4.16M +17,803 New

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.