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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
FPGK
701
Financial Partners Group (Kansas)
Kansas
$2.63M +$2.56M +9,768 New
ZB
702
Zions Bancorporation
Utah
$2.63M -$537K -2,049 -17%
OFG
703
OmniStar Financial Group
North Carolina
$2.61M +$2.54M +9,708 New
BO
704
BRR OpCo
Ohio
$2.6M -$389K -1,485 -13%
FG
705
Fiduciary Group
Georgia
$2.58M -$31.9K -122 -1%
OPWM
706
Oak Point Wealth Management
Michigan
$2.56M +$2.5M +9,546 New
CF
707
Centaurus Financial
California
$2.54M +$2.47M +9,429 New
SWM
708
Sequoia Wealth Management
Illinois
$2.53M +$2.4M +9,179 New
FWM
709
Frontier Wealth Management
Missouri
$2.52M -$303K -1,156 -11%
CT
710
CPF Texas
Texas
$2.51M +$2.45M +9,340 New
CBT
711
Central Bank & Trust
Kentucky
$2.5M -$1.82M -6,941 -43%
SFG
712
SNS Financial Group
Minnesota
$2.5M -$108K -412 -4%
AF
713
Affiance Financial
Minnesota
$2.48M -$319K -1,220 -12%
RA
714
RFG Advisory
Alabama
$2.46M +$158K +604 +7%
SGCA
715
Steel Grove Capital Advisors
Tennessee
$2.44M -$264K -1,007 -10%
HPWM
716
Highland Private Wealth Management
Washington
$2.44M +$189K +720 +9%
CDIA
717
Capital Directions Investment Advisors
Georgia
$2.37M +$263K +1,006 +13%
FCT
718
Family Capital Trust
Massachusetts
$2.37M +$2.16M +8,241 +1,477%
DC
719
Davenport & Co
Virginia
$2.36M -$8.9K -34 -0.4%
FPTW
720
Franklin, Parlapiano, Turner & Welch
Texas
$2.35M -$24.4K -93 -1%
MSAM
721
Moloney Securities Asset Management
Missouri
$2.35M +$17.3K +66 +0.8%
BG
722
Bahl & Gaynor
Ohio
$2.32M +$1.01M +3,867 +81%
NCM
723
Novare Capital Management
North Carolina
$2.3M -$30.9K -118 -1%
DP
724
Denver PWM
Colorado
$2.29M -$267K -1,020 -11%
AAM
725
Autus Asset Management
Arizona
$2.24M -$44K -168 -2%

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.