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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
SC
476
Savant Capital
Illinois
$7.41M -$110K -419 -1%
CB
477
Chemical Bank
Michigan
$7.35M -$5.76K -22 -0.1%
MCM
478
MV Capital Management
Maryland
$7.25M +$1.12M +4,270 +19%
LFG
479
Larson Financial Group
Missouri
$7.14M +$6.96M +26,575 New
HCC
480
Hirtle Callaghan & Co
Pennsylvania
$7.11M
AIP
481
Ameritas Investment Partners
Nebraska
$7.11M +$1.71M +6,517 +9%
DT
482
Diversified Trust
Tennessee
$7.05M -$231K -881 -3%
FCI
483
Financial Counselors Inc
Kansas
$7.04M -$98.5K -376 -1%
NSLI
484
Nan Shan Life Insurance
Taiwan
$7.04M -$9.69M -37,000 -59%
FA
485
FCG Advisors
New Jersey
$6.94M -$52.9K -202 -0.7%
WAG
486
Winthrop Advisory Group
Massachusetts
$6.93M +$6.58M +25,110 New
WWM
487
Willingdon Wealth Management
North Carolina
$6.93M +$844K +3,222 +14%
DZ Bank
488
DZ Bank
Germany
$6.85M +$399K +1,522 +6%
PAG
489
Private Advisory Group
Washington
$6.81M +$560K +2,140 +9%
RRC
490
Relaxing Retirement Coach
Massachusetts
$6.73M +$6.55M +25,017 New
BHIA
491
Birch Hill Investment Advisors
Massachusetts
$6.69M -$19.1K -73 -0.3%
TFS
492
TrustCore Financial Services
Tennessee
$6.68M +$6.51M +24,860 New
NFG
493
NewFocus Financial Group
Washington
$6.63M +$36.7K +140 +0.6%
VC
494
Vestor Capital
Illinois
$6.62M +$703K +2,685 +12%
NWM
495
Northwest Wealth Management
Iowa
$6.58M +$3.19M +12,182 +99%
DW
496
Domani Wealth
Pennsylvania
$6.55M -$35.1K -134 -0.5%
PW
497
Price Wealth
Texas
$6.54M +$6.37M +24,330 New
FNBT
498
FineMark National Bank & Trust
Florida
$6.49M -$176K -671 -3%
FTS
499
Fifth Third Securities
Ohio
$6.47M -$73.3K -280 -1%
CCA
500
Cobblestone Capital Advisors
New York
$6.46M -$760K -2,903 -11%

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.