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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
HWP
676
Hefty Wealth Partners
Indiana
$2.84M +$117K +446 +4%
W
677
WealthShield
North Carolina
$2.82M +$2.73M +10,422 New
WP
678
WealthShield Partners
North Carolina
$2.82M +$2.73M +10,422 New
PAMG
679
Patton Albertson Miller Group
Tennessee
$2.82M +$1.7M +6,482 +161%
WCWM
680
Wooster Corthell Wealth Management
Connecticut
$2.82M -$111K -422 -4%
QA
681
Quantitative Advantage
Minnesota
$2.8M +$710K +2,712 +35%
Jones Financial Companies
682
Jones Financial Companies
Missouri
$2.79M +$2.44M +9,331 +879%
HI
683
Horizon Investments
North Carolina
$2.79M -$41.4K -158 -1%
HT
684
HighTower Trust
Texas
$2.78M +$2.71M +10,336 New
PCMK
685
Paragon Capital Management (Kansas)
Kansas
$2.75M +$2.68M +10,240 New
FHC
686
First Heartland Consultants
Missouri
$2.75M -$51.3K -196 -2%
IAS
687
IMA Advisory Services
Colorado
$2.74M -$14.7K -56 -0.5%
SDWMA
688
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.71M +$52.4K +200 +2%
SKK
689
Shepherd Kaplan Krochuk
Massachusetts
$2.71M +$2.64M +10,089 New
ECM
690
Exchange Capital Management
Michigan
$2.71M +$458K +1,750 +21%
KC
691
Kingfisher Capital
North Carolina
$2.71M +$79.4K +303 +3%
WPC
692
Waters Parkerson & Co
Louisiana
$2.69M +$16K +61 +0.6%
GC
693
Gratus Capital
Georgia
$2.69M -$245K -935 -9%
LFA
694
Legacy Financial Advisors
Kentucky
$2.68M +$2.61M +9,980 New
NSIM
695
North Star Investment Management
Illinois
$2.68M -$69.1K -264 -3%
BBPWM
696
Blue Bell Private Wealth Management
Pennsylvania
$2.67M -$530K -2,025 -17%
BC
697
Bartlett & Co
Ohio
$2.67M -$81.2K -310 -3%
CA
698
Commerzbank Aktiengesellschaft
Germany
$2.64M +$1.76M +6,702 +214%
CA
699
Capital Advantage
California
$2.63M -$56.6K -216 -2%
MA
700
Mutual Advisors
Nebraska
$2.63M +$2.56M +9,778 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.