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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
PWPS
751
Pinnacle Wealth Planning Services
Ohio
$1.98M +$1.93M +7,372 New
UR
752
USCA RIA
Texas
$1.98M +$264K +1,008 +16%
CMP
753
Courage Miller Partners
Virginia
$1.97M -$27K -103 -1%
RT
754
Rockland Trust
Massachusetts
$1.96M +$1.5M +5,729 +366%
PFM
755
Parsec Financial Management
North Carolina
$1.95M -$29.9K -114 -2%
SCG
756
Sonata Capital Group
Washington
$1.93M -$41.9K -160 -2%
RPGK
757
Retirement Planning Group (Kansas)
Kansas
$1.93M -$15.2K -58 -0.8%
MBT
758
Montecito Bank & Trust
California
$1.93M -$3.14K -12 -0.2%
GF
759
Goodman Financial
Texas
$1.92M -$526K -2,008 -22%
Betterment LLC
760
Betterment LLC
New York
$1.92M -$10.2K -39 -0.5%
VIM
761
Vista Investment Management
Pennsylvania
$1.92M +$1.87M +7,130 New
AC
762
Abbrea Capital
California
$1.91M -$14.4K -55 -0.8%
VCM
763
Violich Capital Management
California
$1.9M +$30.1K +115 +2%
CWM
764
Concentric Wealth Management
California
$1.9M -$8.64K -33 -0.5%
CT
765
Cambridge Trust
Massachusetts
$1.89M +$64.2K +245 +4%
Cetera Investment Advisers
766
Cetera Investment Advisers
Illinois
$1.89M -$631K -2,408 -25%
CTA
767
Chesley Taft & Associates
Illinois
$1.89M +$115K +440 +7%
SSP
768
Sapphire Star Partners
Washington
$1.88M -$62.1K -237 -3%
FIB
769
First Interstate Bank
Montana
$1.87M
UIA
770
UBP Investment Advisors
Switzerland
$1.87M +$1.82M +6,952 New
OCG
771
Opus Capital Group
Ohio
$1.86M +$23.6K +90 +1%
NIC
772
Northwest Investment Counselors
Oregon
$1.85M -$31.4K -120 -2%
HT
773
Heritage Trust
Oklahoma
$1.84M
WA
774
Waverly Advisors
Alabama
$1.83M -$10.2K -39 -0.6%
EWA
775
EP Wealth Advisors
California
$1.83M +$51.9K +198 +3%

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.