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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
NL
551
NWAM LLC
Washington
$2.94M +$782K +3,345 +37%
BOTW
552
Bank of the West
California
$2.89M -$324K -1,385 -10%
ZB
553
Zions Bancorporation
Utah
$2.85M -$182K -780 -6%
IAS
554
IMA Advisory Services
Colorado
$2.85M -$563K -2,405 -17%
BBPWM
555
Blue Bell Private Wealth Management
Pennsylvania
$2.81M +$1.86M +7,955 +204%
AF
556
Alerus Financial
North Dakota
$2.81M -$56.6K -242 -2%
CIC
557
Carnegie Investment Counsel
Ohio
$2.81M -$12.9K -55 -0.5%
PIM
558
Provident Investment Management
Michigan
$2.76M -$120K -515 -4%
DSN
559
D. Scott Neal
Kentucky
$2.76M +$968K +4,140 +55%
ACP
560
Aveo Capital Partners
Colorado
$2.76M -$2.68M -11,461 -50%
MCM
561
Mitchell Capital Management
Kansas
$2.75M +$1.67M +7,151 +161%
CG
562
Cutler Group
California
$2.71M +$2.4M +10,263 +886%
GC
563
Gratus Capital
Georgia
$2.7M -$350K -1,495 -12%
WCWM
564
Wooster Corthell Wealth Management
Connecticut
$2.69M -$34.4K -147 -1%
SS
565
Sunbelt Securities
Texas
$2.65M +$12.4K +53 +0.5%
AFP
566
Ausdal Financial Partners
Iowa
$2.63M -$993K -4,247 -28%
ACM
567
Armbruster Capital Management
New York
$2.62M
DCM
568
Dimension Capital Management
Florida
$2.62M +$326K +1,392 +14%
JGIA
569
Jackson Grant Investment Advisers
Connecticut
$2.62M
FIB
570
First Interstate Bank
Montana
$2.61M
I
571
IberiaBank
Louisiana
$2.58M +$2.54M +10,854 New
CWM
572
Cabot Wealth Management
Massachusetts
$2.57M -$273K -1,167 -10%
DWT
573
Dorsey & Whitney Trust
South Dakota
$2.55M
KA
574
Kovack Advisors
Florida
$2.5M +$1.03M +4,390 +71%
FWM
575
Frontier Wealth Management
Missouri
$2.48M -$18.2K -78 -0.7%

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.