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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
BFEC
601
Benjamin F. Edwards & Company
Missouri
$3.98M -$645K -2,462 -14%
Truist Financial
602
Truist Financial
North Carolina
$3.95M +$739K +2,820 +24%
CI
603
Cavalier Investments
Georgia
$3.94M -$614K -2,345 -12%
IWP
604
Icon Wealth Partners
Texas
$3.94M +$3.84M +14,658 New
DCM
605
Dimension Capital Management
Florida
$3.92M +$914K +3,492 +32%
SJIM
606
St. Johns Investment Management
Florida
$3.91M -$86.4K -330 -2%
RMAM
607
Raab & Moskowitz Asset Management
New Jersey
$3.9M -$103K -395 -3%
SS
608
Sunbelt Securities
Texas
$3.84M +$735K +2,808 +24%
FC
609
Financial Consulate
Maryland
$3.84M -$641K -2,446 -15%
LIM
610
Leavell Investment Management
Alabama
$3.82M -$24.9K -95 -0.7%
SEI Investments
611
SEI Investments
Pennsylvania
$3.81M +$2.46M +9,409 +197%
BFG
612
Barber Financial Group
Kansas
$3.76M -$3.96M -15,104 -52%
BWM
613
BerganKDV Wealth Management
Minnesota
$3.74M -$538K -2,054 -13%
NEAM
614
New England Asset Management
Connecticut
$3.71M
CCT
615
Country Club Trust
Missouri
$3.71M +$1.03M +3,919 +40%
CG
616
Caprock Group
Idaho
$3.69M -$593K -2,266 -15%
OWM
617
Orgel Wealth Management
Wisconsin
$3.67M +$1.14M +4,356 +47%
BBA
618
Braun-Bostich & Associates
Pennsylvania
$3.67M +$3.57M +13,642 New
CRC
619
Curi RMB Capital
Illinois
$3.67M +$2.65M +10,134 +290%
GW
620
GW & Wade
Massachusetts
$3.63M +$911K +3,477 +35%
RWA
621
Ropes Wealth Advisors
Massachusetts
$3.59M +$64.9K +248 +2%
WCM
622
Wealthcare Capital Management
Virginia
$3.59M +$3.67K +14 +0.1%
SFM
623
Signet Financial Management
New Jersey
$3.57M -$148K -564 -4%
BWA
624
BDO Wealth Advisors
Florida
$3.56M +$480K +1,831 +16%
DCM
625
Dearborn Capital Management
Illinois
$3.56M -$502K -1,915 -13%

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.