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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
Legal & General Group
726
Legal & General Group
United Kingdom
$992K +$125K +533 +15%
CWM
727
Connecticut Wealth Management
Connecticut
$989K +$2.34K +10 +0.2%
SAM
728
Summit Asset Management
Tennessee
$986K
CAM
729
Concorde Asset Management
Michigan
$984K +$450K +1,926 +81%
FWM
730
Focused Wealth Management
New York
$983K -$18K -77 -2%
Toronto Dominion Bank
731
Toronto Dominion Bank
Ontario, Canada
$980K +$251K +1,071 +35%
SNT
732
Security National Trust
West Virginia
$979K +$2.34K +10 +0.2%
JFA
733
JNBA Financial Advisors
Minnesota
$971K -$342K -1,461 -26%
IAA
734
Ironsides Asset Advisors
North Carolina
$971K +$959K +4,100 New
RG
735
Rathbones Group
United Kingdom
$969K
CAM
736
Close Asset Management
United Kingdom
$968K +$625K +2,672 +190%
LA
737
Legacy Advisors
Pennsylvania
$960K +$928K +3,966 +4,721%
PFPT
738
Pinnacle Financial Partners (Tennessee)
Tennessee
$956K +$99.2K +424 +12%
TNBTD
739
Trustmark National Bank Trust Department
Mississippi
$945K -$64.6K -276 -6%
SBL
740
Sargent Bickham Lagudis
Colorado
$943K +$297K +1,268 +47%
CC
741
Cornerstone Capital
California
$941K -$257K -1,100 -22%
AIM
742
Arcadia Investment Management
Michigan
$939K
PHS
743
Pekin Hardy Strauss
Illinois
$934K -$164K -700 -15%
PFGIA
744
Patriot Financial Group Insurance Agency
Massachusetts
$924K +$83K +355 +10%
ABC
745
Associated Banc-Corp
Wisconsin
$920K
PL
746
Parthenon LLC
Kentucky
$918K +$42.1K +180 +5%
WIC
747
Woodmont Investment Counsel
Tennessee
$914K
BFEC
748
Benjamin F. Edwards & Company
Missouri
$910K +$644K +2,755 +255%
FWSM
749
First Wilshire Securities Management
California
$908K
EWA
750
Exencial Wealth Advisors
Oklahoma
$903K -$49.4K -211 -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.