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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
STB
701
S&T Bank
Pennsylvania
$1.17M -$12.6K -54 -1%
DPI
702
Diversified Portfolios Inc
Michigan
$1.15M -$3.27K -14 -0.3%
BJ
703
Brouwer & Janachowski
California
$1.15M +$134K +574 +13%
HIM
704
Hanlon Investment Management
New Jersey
$1.14M +$10.5K +45 +0.9%
LCM
705
Liberty Capital Management
Michigan
$1.14M +$982K +4,200 +682%
EWM
706
Empirical Wealth Management
Washington
$1.12M -$8.19K -35 -0.7%
HWM
707
Highwater Wealth Management
Colorado
$1.12M -$82.8K -354 -7%
SI
708
Stephens Inc
Arkansas
$1.11M +$162K +691 +17%
3AM
709
3D Asset Management
Connecticut
$1.11M -$163K -695 -13%
CL
710
CIM LLC
New York
$1.1M -$1.28M -5,460 -54%
CCM
711
Coe Capital Management
Illinois
$1.1M +$14.3K +61 +1%
DC
712
Davenport & Co
Virginia
$1.09M -$327K -1,400 -22%
SWK
713
Stephen W. Kidder
$1.08M -$131K -562 -11%
MPI
714
Mairs & Power Inc
Minnesota
$1.08M -$217K -929 -17%
NFG
715
Nadler Financial Group
Illinois
$1.08M
MC
716
Miles Capital
Iowa
$1.08M
LFG
717
LifePlan Financial Group
Ohio
$1.07M +$180K +768 +20%
EM
718
Excalibur Management
Massachusetts
$1.07M
HL
719
HeadInvest LLC
Maine
$1.06M -$28.1K -120 -3%
FFA
720
First Foundation Advisors
California
$1.04M -$1.68M -7,181 -62%
EK
721
Evensky & Katz
Florida
$1.04M +$92.2K +394 +10%
DIA
722
Denver Investment Advisors
Colorado
$1.03M +$43.3K +185 +4%
CG
723
Colony Group
Massachusetts
$1.02M -$99.6K -426 -9%
SWM
724
SVA Wealth Management
Wisconsin
$1.01M +$152K +649 +18%
Koshinski Asset Management
725
Koshinski Asset Management
Illinois
$999K +$142K +606 +17%

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.