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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
CA
526
Continuum Advisory
Idaho
$5.68M +$262K +1,002 +5%
WJA
527
Williams Jones & Associates
New York
$5.64M
WB
528
WesBanco Bank
West Virginia
$5.6M -$718K -2,741 -12%
PCA
529
Peddock Capital Advisors
Massachusetts
$5.58M -$29.9K -114 -0.5%
PL
530
Polianta Ltd
Jersey
$5.54M +$5.39M +20,600 New
BOS
531
Bank of Stockton
California
$5.5M +$191K +730 +4%
LFG
532
LifePlan Financial Group
Ohio
$5.41M
CW
533
Cobiz Wealth
Colorado
$5.41M -$121K -463 -2%
LWCFA
534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.36M
WP
535
WealthPLAN Partners
Nebraska
$5.31M -$167K -639 -3%
EA
536
Edge Advisors
Georgia
$5.31M +$436K +1,663 +9%
WA
537
WealthTrust-Arizona
Arizona
$5.3M +$148K +567 +3%
CHA
538
Cedar Hill Associates
Illinois
$5.29M +$1.1M +4,182 +27%
MCM
539
Maryland Capital Management
Maryland
$5.29M -$3.8M -14,513 -42%
SPIA
540
Strategic Point Investment Advisors
Rhode Island
$5.27M +$1.4M +5,336 +37%
GG
541
Gofen & Glossberg
Illinois
$5.27M +$259K +990 +5%
PA
542
PFG Advisors
Arizona
$5.26M +$5.12M +19,559 New
PI
543
PFS Investments
Georgia
$5.22M +$4.77M +18,221 New
FLPIM
544
F.L. Putnam Investment Management
Massachusetts
$5.18M -$91.9K -351 -2%
BWP
545
Baldwin Wealth Partners
Massachusetts
$5.14M -$54.7K -209 -1%
CAC
546
Certified Advisory Corp
Florida
$5.12M +$4.99M +19,038 New
C
547
Clearshares
New York
$5.12M +$4.95M +18,892 New
LP
548
LGL Partners
Pennsylvania
$5.08M +$4.95M +18,903 New
TL
549
TrueWealth LLC
Georgia
$5.08M +$4.95M +18,888 New
CCM
550
Condor Capital Management
New Jersey
$5.06M -$387K -1,479 -7%

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.