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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
BMM
776
Buffington Mohr McNeal
Idaho
$1.83M +$37.4K +143 +2%
EFS
777
Essex Financial Services
Connecticut
$1.83M +$1.33M +5,094 +299%
W
778
Wealthfront
California
$1.82M +$633K +2,419 +55%
GIA
779
Guyasuta Investment Advisors
Pennsylvania
$1.81M +$44.8K +171 +3%
VDFA
780
Vickerman & Driscoll Financial Advisors
Washington
$1.8M +$1.75M +6,690 New
Fisher Asset Management
781
Fisher Asset Management
Washington
$1.8M +$1.4M +5,356 +402%
PL
782
Plancorp LLC
Missouri
$1.77M -$8.9K -34 -0.5%
CF
783
Corrigan Financial
Rhode Island
$1.74M +$97.7K +373 +6%
FPCG
784
Fort Pitt Capital Group
Pennsylvania
$1.74M +$548K +2,092 +48%
PWM
785
Paulson Wealth Management
Illinois
$1.73M +$1.68M +6,420 New
IIC
786
Ironwood Investment Counsel
Arizona
$1.72M +$101K +387 +6%
FPCP
787
Fort Point Capital Partners
California
$1.7M
GP
788
Girard Partners
Pennsylvania
$1.7M +$167K +638 +11%
KF
789
Krilogy Financial
Missouri
$1.69M -$3.51M -13,395 -68%
BDS
790
Banco de Sabadell
Florida
$1.69M +$1.64M +6,275 New
Connor, Clark & Lunn Investment Management (CC&L)
791
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.68M
WI
792
Wedgewood Investors
Pennsylvania
$1.68M
WCF
793
West Coast Financial
California
$1.67M -$1.54M -5,867 -49%
AFP
794
Ausdal Financial Partners
Iowa
$1.67M -$1.48M -5,655 -48%
MWM
795
Mascoma Wealth Management
New Hampshire
$1.66M -$3.57M -13,615 -69%
OC
796
Oakworth Capital
Alabama
$1.66M -$155K -592 -9%
LPT
797
Legacy Private Trust
Wisconsin
$1.66M -$475K -1,812 -23%
SCA
798
Sage Capital Advisors
South Dakota
$1.64M +$4.98K +19 +0.3%
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$202K +770 +15%
HAM
800
Highstreet Asset Management
Ontario, Canada
$1.64M +$104K +396 +7%

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.