We are live on ! Find out more
IVV icon

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
DWM
801
Darwin Wealth Management
Florida
$1.61M +$169K +644 +12%
BCM
802
Breiter Capital Management
Florida
$1.61M +$1.57M +5,987 New
CT
803
Clearstead Trust
Maine
$1.61M +$478K +1,824 +44%
SG
804
StoneX Group
New York
$1.6M +$69.1K +264 +5%
PGFC
805
Peapack-Gladstone Financial Corp
New Jersey
$1.59M +$276K +1,053 +22%
BAAM
806
Baker Avenue Asset Management
California
$1.58M -$192K -735 -11%
AIM
807
Aspen Investment Management
Michigan
$1.58M
PC
808
Pecaut & Co
Iowa
$1.56M
CPIA
809
Cornell Pochily Investment Advisors
New York
$1.56M +$1.52M +5,801 New
HH
810
Hilltop Holdings
Texas
$1.55M -$306K -1,167 -17%
AFS
811
Access Financial Services
Minnesota
$1.55M -$24.4K -93 -2%
MOACM
812
Mutual of America Capital Management
New York
$1.54M -$58.7K -224 -4%
Koshinski Asset Management
813
Koshinski Asset Management
Illinois
$1.51M +$364K +1,391 +33%
GA
814
Geller Advisors
New York
$1.51M +$8.9K +34 +0.6%
RC
815
RegentAtlantic Capital
New Jersey
$1.51M +$51.9K +198 +4%
RCWMU
816
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.5M -$5.24K -20 -0.4%
ACI
817
Alpha Cubed Investments
California
$1.5M +$67K +256 +5%
SBWM
818
Sunflower Bank Wealth Management
Arizona
$1.49M +$1.19M +4,550 +455%
AB
819
Amalgamated Bank
New York
$1.48M -$6.32M -24,125 -81%
MFP
820
Mosaic Financial Partners
California
$1.48M +$9.16M +34,976 +160%
CAM
821
Congress Asset Management
Massachusetts
$1.47M -$65.5K -250 -4%
BJ
822
Brouwer & Janachowski
California
$1.45M +$123K +468 +9%
AEPG
823
American Economic Planning Group
New Jersey
$1.45M -$263K -1,005 -16%
NAM
824
NTV Asset Management
West Virginia
$1.44M +$6.29K +24 +0.5%
FTC
825
Farmers Trust Company
Ohio
$1.43M +$1.39M +5,315 New

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.