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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
WF
776
Welch & Forbes
Massachusetts
$770K
WPC
777
White Pine Capital
Minnesota
$767K +$12.9K +55 +2%
Capital Fund Management (CFM)
778
Capital Fund Management (CFM)
France
$767K +$756K +3,233 New
PAMG
779
Patton Albertson Miller Group
Tennessee
$765K +$155K +664 +26%
TCOT
780
Trust Company of Toledo
Ohio
$760K
CCT
781
Chemung Canal Trust
New York
$754K +$17.8K +76 +2%
FB
782
Fulton Bank
Pennsylvania
$752K +$96.1K +411 +15%
S
783
SignatureFD
Georgia
$748K -$37.2K -159 -5%
BO
784
Bank OZK
Arkansas
$748K +$193K +824 +35%
BG
785
Bahl & Gaynor
Ohio
$747K -$73.9K -316 -9%
KM
786
Kalos Management
Georgia
$743K -$14K -60 -2%
MHS
787
M Holdings Securities
Oregon
$742K +$6.08K +26 +0.8%
PG
788
Patten Group
Tennessee
$740K +$22.2K +95 +3%
FMC
789
First Merchants Corp
Indiana
$732K +$73K +312 +11%
PFA
790
Pure Financial Advisors
California
$727K +$81.4K +348 +13%
DBT
791
Dubuque Bank & Trust
Iowa
$725K -$129K -550 -15%
NGA
792
Naples Global Advisors
Florida
$723K +$70.2K +300 +11%
FFBTD
793
First Financial Bank - Trust Division
Ohio
$715K +$211K +904 +43%
RA
794
RFG Advisory
Alabama
$711K +$265K +1,132 +60%
GLA
795
Great Lakes Advisors
Illinois
$708K +$44.4K +190 +7%
CCT
796
Country Club Trust
Missouri
$704K +$694K +2,968 New
Invesco
797
Invesco
Georgia
$700K -$92.4K -395 -12%
ZF
798
Zhang Financial
Michigan
$700K -$11.2K -48 -2%
IWA
799
Intercontinental Wealth Advisors
Texas
$699K
CFB
800
Cullen/Frost Bankers
Texas
$698K -$158K -677 -19%

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.