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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
CCM
726
Cohen Capital Management
California
$2.24M +$13.9K +53 +0.6%
CPIG
727
Chicago Partners Investment Group
Illinois
$2.23M -$375K -1,433 -15%
FWP
728
FAS Wealth Partners
Kansas
$2.23M +$2.1K +8 +0.1%
MC
729
Miles Capital
Iowa
$2.23M +$9.43K +36 +0.4%
OAM
730
Oppenheimer Asset Management
New York
$2.22M
CP
731
Coho Partners
Pennsylvania
$2.21M +$2.16M +8,231 New
MWM
732
Marietta Wealth Management
Georgia
$2.2M +$746K +2,847 +53%
RG
733
Rikoon Group
New Mexico
$2.17M +$52.6K +201 +3%
CPA
734
Capital Planning Advisors
California
$2.16M +$54.5K +208 +3%
TCOV
735
Trust Company of Vermont
Vermont
$2.16M +$134K +512 +7%
SQA
736
Simon Quick Advisors
New Jersey
$2.15M -$490K -1,870 -20%
RPG
737
Risk Paradigm Group
Texas
$2.15M -$103K -394 -5%
WS
738
Wedbush Securities
California
$2.14M -$6.81K -26 -0.3%
AAM
739
Aureus Asset Management
Massachusetts
$2.13M
BFC
740
Bedel Financial Consulting
Indiana
$2.13M +$2.07M +7,910 New
Retirement Systems of Alabama
741
Retirement Systems of Alabama
Alabama
$2.12M +$2.07M +7,902 New
BCA
742
Bray Capital Advisors
Florida
$2.11M +$122K +465 +6%
RWA
743
River Wealth Advisors
Pennsylvania
$2.09M +$56K +214 +3%
HBWM
744
Hollow Brook Wealth Management
New York
$2.09M +$2.04M +7,776 New
JIC
745
Joel Isaacson & Co
New York
$2.08M -$97.7K -373 -5%
FFA
746
First Foundation Advisors
California
$2.05M +$663K +2,531 +50%
SF
747
Synovus Financial
Georgia
$2.04M +$239K +913 +14%
GP
748
Geneva Partners
Wisconsin
$2M +$72.5K +277 +4%
AIA
749
Arcadia Investment Advisors
Idaho
$2M +$1.95M +7,434 New
SFSIG
750
San Francisco Sentry Investment Group
California
$1.99M +$450K +1,717 +30%

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.