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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
DLIC
51
Daido Life Insurance Company
Japan
$289M +$71.7M +273,647 +34%
JIC
52
Johnson Investment Counsel
Ohio
$281M -$1.21M -4,625 -0.4%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$279M +$25.6M +97,605 +10%
FT
54
Fiduciary Trust
Massachusetts
$278M +$5.07M +19,342 +2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$277M -$6.2M -23,682 -2%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$275M +$11.8M +45,171 +5%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274M -$1.69M -6,435 -0.6%
National Pension Service
58
National Pension Service
South Korea
$273M
MLIC
59
Mandatum Life Insurance Company
Finland
$247M -$138M -528,345 -36%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$238M +$5.08M +19,390 +2%
Brown Advisory
61
Brown Advisory
Maryland
$228M -$1.57M -5,986 -0.7%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$223M +$81.7M +312,037 +60%
NMIMC
63
Northwestern Mutual Investment Management Company
Wisconsin
$221M -$107M -408,800 -33%
Mariner
64
Mariner
Kansas
$220M -$21.2M -80,871 -9%
BA
65
Bridgewater Associates
Connecticut
$218M -$1.43M -5,450 -0.7%
AG
66
Advisor Group
Arizona
$214M +$31.3M +119,405 +18%
CFG
67
CKW Financial Group
Hawaii
$213M +$5.72M +21,825 +3%
M&T Bank
68
M&T Bank
New York
$212M -$983K -3,755 -0.5%
FHB
69
First Hawaiian Bank
Hawaii
$210M +$4.99M +19,060 +2%
USAA
70
United Services Automobile Association
Texas
$204M +$173M +658,961 +651%
Comerica Bank
71
Comerica Bank
Texas
$194M +$621K +2,373 +0.4%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$190M +$27.7M +105,906 +18%
MML Investors Services
73
MML Investors Services
Massachusetts
$187M +$3.05M +11,643 +2%
RJA
74
Raymond James & Associates
Florida
$184M +$10.1M +38,664 +6%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$180M +$71.3M +272,195 +68%

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.