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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
FBC
576
Fairfield, Bush & Co
Connecticut
$4.52M +$4.4M +16,800 New
MI
577
Moneywise Inc
Virginia
$4.49M -$13.1K -50 -0.3%
AIFS
578
A&I Financial Services
Colorado
$4.49M +$4.37M +16,684 New
VAM
579
Visionary Asset Management
Texas
$4.45M -$167K -637 -4%
AIA
580
Avalon Investment & Advisory
Texas
$4.45M -$376K -1,436 -8%
IWA
581
Inspirion Wealth Advisors
Illinois
$4.43M +$196K +749 +5%
DWT
582
Dorsey & Whitney Trust
South Dakota
$4.42M
CCP
583
Corient Capital Partners
California
$4.4M +$1.44M +5,514 +51%
Barclays
584
Barclays
United Kingdom
$4.39M -$38.2M -145,961 -90%
PAM
585
Peak Asset Management
Colorado
$4.38M -$80.9K -309 -2%
AA
586
Advisory Alpha
Michigan
$4.38M -$6.38M -24,351 -59%
ATC
587
Argent Trust Co
Tennessee
$4.37M -$10.2K -39 -0.2%
KL
588
KWMG LLC
Kansas
$4.36M -$188K -718 -4%
TC
589
Trust Company
Kansas
$4.31M +$772K +2,947 +23%
RIS
590
Retirement Income Solutions
Michigan
$4.29M +$4.18M +15,977 New
VF
591
Virtu Financial
New York
$4.25M +$3.05M +11,660 +282%
KA
592
Kovack Advisors
Florida
$4.24M -$3.93K -15 -0.1%
TI
593
Truepoint Inc
Ohio
$4.19M +$55.3K +211 +1%
BRM
594
Boston Research & Management
Massachusetts
$4.13M +$582K +2,224 +17%
IP
595
Investment Partners
Ohio
$4.13M -$66.3K -253 -2%
LA
596
Legacy Advisors
Pennsylvania
$4.11M +$543K +2,074 +16%
KCP
597
KDI Capital Partners
North Carolina
$4.1M +$2.83M +10,792 +241%
TFCP
598
Twin Focus Capital Partners
Massachusetts
$4.07M -$149K -569 -4%
PCA
599
Providence Capital Advisors
North Carolina
$4.06M +$3.96M +15,106 New
BA
600
Bristlecone Advisors
Washington
$4.06M -$138K -526 -3%

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.