We are live on ! Find out more
IVV icon

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
SDWMA
576
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.48M +$18.7K +80 +0.8%
LWM
577
LBA Wealth Management
Florida
$2.48M +$262K +1,120 +12%
LPT
578
Legacy Private Trust
Wisconsin
$2.47M -$725K -3,101 -23%
AEPG
579
American Economic Planning Group
New Jersey
$2.43M -$211K -903 -8%
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$2.42M +$665K +2,842 +39%
RMAM
581
Raab & Moskowitz Asset Management
New Jersey
$2.38M +$636K +2,720 +37%
RPG
582
Risk Paradigm Group
Texas
$2.36M -$1.37M -5,860 -37%
SHCM
583
Stokes & Hubbell Capital Management
Louisiana
$2.33M +$167K +712 +8%
PWM
584
Perigon Wealth Management
California
$2.33M -$28.5K -122 -1%
BC
585
Bartlett & Co
Ohio
$2.29M
FHA
586
Flagship Harbor Advisors
Massachusetts
$2.28M -$2.04M -8,731 -48%
FG
587
Fiduciary Group
Georgia
$2.27M -$197K -842 -8%
Chevy Chase Trust
588
Chevy Chase Trust
Maryland
$2.24M -$178K -759 -7%
WPC
589
Waters Parkerson & Co
Louisiana
$2.24M +$113K +484 +5%
KC
590
Kingfisher Capital
North Carolina
$2.22M +$755K +3,230 +53%
JWM
591
Jacobus Wealth Management
Wisconsin
$2.22M +$16.4K +70 +0.8%
NSIM
592
North Star Investment Management
Illinois
$2.21M +$7.02K +30 +0.3%
MBT
593
Montecito Bank & Trust
California
$2.2M -$144K -616 -6%
HT
594
HighTower Trust
Texas
$2.16M +$734K +3,138 +53%
FPTW
595
Franklin, Parlapiano, Turner & Welch
Texas
$2.15M
EVM
596
Eaton Vance Management
Massachusetts
$2.15M -$623K -2,663 -23%
SFG
597
SNS Financial Group
Minnesota
$2.14M +$951K +4,068 +82%
KCP
598
KDI Capital Partners
North Carolina
$2.13M +$658K +2,814 +46%
HWP
599
Hefty Wealth Partners
Indiana
$2.12M -$8.89K -38 -0.4%
BAAM
600
Baker Avenue Asset Management
California
$2.11M -$861K -3,683 -29%

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.