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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
WP
551
WMS Partners
Maryland
$5.04M -$121K -462 -2%
PFPT
552
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.02M +$923K +3,526 +23%
CCM
553
Canal Capital Management
Virginia
$5M +$101K +384 +2%
CFC
554
Coyle Financial Counsel
Illinois
$5M +$4.87M +18,608 New
OCM
555
One Capital Management
California
$4.99M +$33.8K +129 +0.7%
SCI
556
Stableford Capital II
Arizona
$4.96M +$1.98M +7,542 +69%
ACP
557
Aveo Capital Partners
Colorado
$4.91M +$465K +1,775 +11%
S
558
Schroders
United Kingdom
$4.91M
WAAG
559
Wealth Alliance Advisory Group
Kansas
$4.81M +$4.69M +17,895 New
BCM
560
Beck Capital Management
Texas
$4.81M -$3.7M -14,127 -44%
BL
561
BFSG LLC
California
$4.79M +$46.1K +176 +1%
SFA
562
Sequoia Financial Advisors
Ohio
$4.78M +$586K +2,238 +14%
SPC
563
Salient Private Client
Texas
$4.78M +$4.65M +17,766 New
MC
564
Middleton & Co
Massachusetts
$4.76M +$54.5K +208 +1%
GIM
565
Goelzer Investment Management
Indiana
$4.75M +$1.14M +4,363 +33%
TCM
566
Telos Capital Management
California
$4.73M +$272K +1,039 +6%
CTB
567
Country Trust Bank
Illinois
$4.72M +$295K +1,125 +7%
CSM
568
CAMG Solamere Management
North Carolina
$4.72M +$359K +1,369 +8%
LWAC
569
Laurel Wealth Advisors (California)
California
$4.7M +$81.4K +311 +2%
ZIC
570
ZWJ Investment Counsel
Georgia
$4.68M -$1.48M -5,644 -24%
SWM
571
SigFig Wealth Management
California
$4.67M +$4.02M +15,361 +767%
SWP
572
Strategic Wealth Partners
Ohio
$4.66M +$4.69M +17,918 New
TFA
573
Transamerica Financial Advisors
Florida
$4.61M +$4.48M +17,110 +37,196%
SGK
574
Steigerwald Gordon & Koch
Virginia
$4.59M -$495K -1,889 -10%
KWA
575
KCS Wealth Advisory
California
$4.59M +$4.47M +17,082 New

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.