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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
EVM
651
Eaton Vance Management
Massachusetts
$3.07M +$360K +1,375 +14%
BOTW
652
Bank of the West
California
$3.07M +$67.6K +258 +2%
OIA
653
OneDigital Investment Advisors
Kansas
$3.05M -$59.7K -228 -2%
S
654
SignatureFD
Georgia
$3.05M +$1.88M +7,197 +173%
PVH
655
Psagot Value Holdings
Israel
$3.05M
NPP
656
New Potomac Partners
Maryland
$3.04M +$2.97M +11,325 New
PP
657
PDS Planning
Ohio
$3.03M +$2.95M +11,281 New
CA
658
Cynosure Advisors
Utah
$3.03M +$2.95M +11,275 New
FIMS
659
FBL Investment Management Services
Iowa
$2.99M -$381K -1,455 -12%
SMFS
660
Squar Milner Financial Services
California
$2.97M +$2.71M +10,352 New
JGIA
661
Jackson Grant Investment Advisers
Connecticut
$2.95M +$22.5K +86 +0.8%
CWS
662
Cypress Wealth Services
California
$2.95M +$2.87M +10,966 New
GRP
663
Global Retirement Partners
California
$2.95M +$217K +827 +8%
JA
664
JVL Associates
Michigan
$2.94M +$2.87M +10,952 New
OCM
665
Oakwood Capital Management
California
$2.94M +$1.12M +4,261 +64%
Zurich Cantonal Bank
666
Zurich Cantonal Bank
Switzerland
$2.93M -$499K -1,905 -15%
ACM
667
Armbruster Capital Management
New York
$2.92M -$15.2K -58 -0.5%
DLHL
668
Donald L. Hagan LLC
Florida
$2.91M -$7.27M -27,757 -72%
MCM
669
Mitchell Capital Management
Kansas
$2.9M -$467K -1,783 -14%
AF
670
Alerus Financial
North Dakota
$2.9M -$53.7K -205 -2%
HB
671
Homrich & Berg
Georgia
$2.89M +$1.53M +5,845 +119%
EP
672
Edgestream Partners
New Jersey
$2.88M +$1.56M +5,944 +125%
AWM
673
Avior Wealth Management
Nebraska
$2.86M +$413K +1,577 +17%
FWM
674
FFT Wealth Management
Pennsylvania
$2.86M +$2.25M +8,597 +419%
SMG
675
Smart Money Group
Texas
$2.86M +$2.78M +10,633 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.