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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
WCM
501
Wealthcare Capital Management
Virginia
$4.19M -$197K -842 -5%
IWMPD
502
Integrated Wealth Management (Palm Desert)
California
$4.19M +$709K +3,031 +21%
SJIM
503
St. Johns Investment Management
Florida
$4.09M -$860K -3,675 -18%
PAM
504
Peak Asset Management
Colorado
$4.04M +$46.3K +198 +1%
IC
505
Intersect Capital
California
$4.03M -$1.62M -6,944 -29%
BA
506
Bristlecone Advisors
Washington
$3.98M +$240K +1,025 +7%
MCM
507
MV Capital Management
Maryland
$3.96M +$2.52M +10,766 +182%
BL
508
BFSG LLC
California
$3.95M +$3.9M +16,661 New
Daiwa Securities Group
509
Daiwa Securities Group
Japan
$3.94M +$1.8M +7,700 +87%
LWAC
510
Laurel Wealth Advisors (California)
California
$3.94M +$80.5K +344 +2%
AIP
511
Ahrens Investment Partners
Louisiana
$3.92M +$116K +496 +3%
RSA
512
Robertson Stephens Advisors
California
$3.86M +$653K +2,792 +19%
TNB
513
Thomasville National Bank
Georgia
$3.74M +$3.69M +15,778 New
GA
514
Geller Advisors
New York
$3.72M +$13.8K +59 +0.4%
TFCP
515
Twin Focus Capital Partners
Massachusetts
$3.72M +$560K +2,394 +18%
ATC
516
Argent Trust Co
Tennessee
$3.72M +$260K +1,112 +8%
SFA
517
Sequoia Financial Advisors
Ohio
$3.71M -$243K -1,037 -6%
IP
518
Investment Partners
Ohio
$3.68M +$45.8K +196 +1%
CG
519
Caprock Group
Idaho
$3.63M +$2.04M +8,711 +132%
MC
520
Middleton & Co
Massachusetts
$3.6M +$3.11M +13,295 +713%
SFM
521
Signet Financial Management
New Jersey
$3.55M -$93.1K -398 -3%
TCM
522
Telos Capital Management
California
$3.5M +$135K +576 +4%
CA
523
Continuum Advisory
Idaho
$3.46M +$3.41M +14,591 New
FFS
524
Founders Financial Securities
Maryland
$3.44M +$27.8K +119 +0.8%
HI
525
Horizon Investments
North Carolina
$3.43M +$16.4K +70 +0.5%

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.