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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
NCM
601
Novare Capital Management
North Carolina
$2.1M -$7.02K -30 -0.3%
NAM
602
North American Management
Massachusetts
$2.08M +$93.8K +401 +5%
LNB
603
Ledyard National Bank
$2.08M +$1.99M +8,524 +3,788%
FHC
604
First Heartland Consultants
Missouri
$2.06M +$897K +3,836 +79%
AAM
605
Autus Asset Management
Arizona
$2.02M -$58.5K -250 -3%
GF
606
Goodman Financial
Texas
$1.99M -$183K -781 -9%
EAM
607
Evanson Asset Management
California
$1.97M -$78.4K -335 -4%
FWP
608
FAS Wealth Partners
Kansas
$1.96M +$671K +2,869 +53%
JIC
609
Joel Isaacson & Co
New York
$1.96M +$2.1K +9 +0.1%
CCM
610
Cohen Capital Management
California
$1.96M +$2.1K +9 +0.1%
FIM
611
Frontier Investment Management
Texas
$1.96M +$642K +2,743 +49%
AAM
612
Aureus Asset Management
Massachusetts
$1.94M -$953K -4,075 -34%
RG
613
Rikoon Group
New Mexico
$1.92M +$3.74K +16 +0.2%
AWM
614
Avior Wealth Management
Nebraska
$1.92M +$73.9K +316 +4%
RVPG
615
Relative Value Partners Group
$1.91M +$468 +2 +0%
CC
616
Cedar Capital
Illinois
$1.91M +$324K +1,386 +21%
CLOS
617
Compagnie Lombard Odier SCmA
Switzerland
$1.88M -$246K -1,050 -12%
CDIA
618
Capital Directions Investment Advisors
Georgia
$1.87M +$1.21M +5,192 +193%
CMP
619
Courage Miller Partners
Virginia
$1.87M +$355K +1,518 +24%
ACP
620
Arcus Capital Partners
Georgia
$1.85M -$173K -740 -9%
CWA
621
Cypress Wealth Advisors
California
$1.83M -$1.34M -5,748 -43%
SCG
622
Sonata Capital Group
Washington
$1.82M -$6.78K -29 -0.4%
KIA
623
KCM Investment Advisors
California
$1.81M +$1.16M +4,961 +185%
QA
624
Quantitative Advantage
Minnesota
$1.8M -$440K -1,880 -20%
VNIM
625
Vaughan Nelson Investment Management
Texas
$1.78M -$2.91M -12,425 -62%

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.