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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
SIM
51
Sentry Investment Management
Wisconsin
$194M +$1.92M +8,225 +1%
National Pension Service
52
National Pension Service
South Korea
$190M
Brown Advisory
53
Brown Advisory
Maryland
$184M +$14.8M +63,262 +9%
GT
54
Greenleaf Trust
Michigan
$173M +$76.6M +327,630 +82%
FEG
55
Fund Evaluation Group
Ohio
$172M -$4.84M -20,690 -3%
CFG
56
CKW Financial Group
Hawaii
$161M +$3.68M +15,742 +2%
1GA
57
1st Global Advisors
Texas
$158M +$6.43M +27,473 +4%
V
58
Veritable
Delaware
$156M +$15.3M +65,377 +11%
FHB
59
First Hawaiian Bank
Hawaii
$151M +$26.7M +114,080 +22%
Comerica Bank
60
Comerica Bank
Texas
$149M +$20.4M +87,037 +16%
AllianceBernstein
61
AllianceBernstein
Tennessee
$143M +$42M +179,566 +42%
DWM
62
Destination Wealth Management
California
$141M -$688K -2,940 -0.5%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140M +$33.5M +143,243 +32%
RIG
64
RiverFront Investment Group
Virginia
$139M -$106M -453,271 -44%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$137M +$28.5M +121,702 +27%
US Bancorp
66
US Bancorp
Minnesota
$129M +$9.3M +39,779 +8%
SG
67
Swarthmore Group
Pennsylvania
$126M +$1.24M +5,300 +1%
RJA
68
Raymond James & Associates
Florida
$124M -$28.9M -123,707 -19%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$123M +$26.7M +113,988 +28%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$123M +$773K +3,306 +0.6%
AA
71
ALPS Advisors
Colorado
$121M -$3.02M -12,909 -2%
SIC
72
Sigma Investment Counselors
Michigan
$121M -$4.68M -20,021 -4%
LWIC
73
Leith Wheeler Investment Counsel
British Columbia, Canada
$119M +$1.07M +4,570 +0.9%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$119M +$12.2M +52,167 +12%
UB
75
UMB Bank
Missouri
$118M +$5.18M +22,135 +5%

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.