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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
SLT
826
St Louis Trust
Missouri
$613K
SIA
827
Starfire Investment Advisers
Michigan
$607K +$21.5K +92 +4%
EB
828
Eastern Bank
Massachusetts
$606K -$483K -2,065 -45%
IA
829
IndexIQ Advisors
New York
$603K +$54.5K +233 +10%
GHA
830
GW Henssler & Associates
Georgia
$590K +$308K +1,318 +113%
TW
831
Transform Wealth
Colorado
$589K +$62.5K +267 +12%
SCM
832
SOL Capital Management
Maryland
$588K +$580K +2,479 New
BCM
833
Brookmont Capital Management
Texas
$586K +$16.6K +71 +3%
PB
834
Pinnacle Bancorp
Nebraska
$584K +$576K +2,461 New
VCP
835
Vista Capital Partners
Oregon
$583K
HCM
836
Harvest Capital Management
New Hampshire
$580K +$571K +2,443 New
FEG
837
Financial Enhancement Group
Indiana
$576K +$199K +852 +54%
HCM
838
Harvey Capital Management
Florida
$568K +$21.3K +91 +4%
EWM
839
Endurance Wealth Management
Rhode Island
$567K +$91.9K +393 +20%
SEIA
840
Signature Estate & Investment Advisors
California
$566K +$146K +623 +35%
SHJ
841
Sharkey, Howes & Javer
Colorado
$559K -$174K -744 -24%
BPCA
842
Bank Pictet & Cie (Asia)
Singapore
$558K
NEPWA
843
New England Private Wealth Advisors
Massachusetts
$558K +$129K +553 +31%
BTIS
844
BB&T Investment Services
North Carolina
$558K +$165K +706 +43%
BCM
845
BTR Capital Management
California
$557K
HCM
846
Hengehold Capital Management
Ohio
$557K
RJA
847
Robshaw & Julian Associates
New York
$557K
1SB
848
1ST Source Bank
Indiana
$557K +$105K +450 +24%
PP
849
Patten & Patten
Tennessee
$555K +$468 +2 +0.1%
CNC
850
Citizens & Northern Corp
Pennsylvania
$550K -$677K -2,895 -56%

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.