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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
NFG
826
Next Financial Group
Texas
$1.42M -$91.7K -350 -6%
MWM
827
Merriman Wealth Management
Washington
$1.42M +$366K +1,398 +36%
CL
828
CIM LLC
New York
$1.41M +$95.6K +365 +7%
MCM
829
McRae Capital Management
New Jersey
$1.41M +$8.9K +34 +0.7%
SWM
830
Stockman Wealth Management
Montana
$1.4M -$22.3K -85 -2%
ADL
831
Asset Dedication LLC
California
$1.4M -$129K -493 -9%
HCA
832
Horan Capital Advisors
Ohio
$1.37M -$30.1K -115 -2%
AWA
833
Arete Wealth Advisors
Illinois
$1.36M +$372K +1,419 +39%
AAP
834
Arax Advisory Partners
Colorado
$1.35M +$1.31M +4,987 +9,067%
ZIM
835
Zacks Investment Management
Illinois
$1.35M +$1.32M +5,033 New
SWM
836
SVA Wealth Management
Wisconsin
$1.35M +$93.2K +356 +8%
SLAM
837
Swiss Life Asset Management
$1.35M
MS
838
Marshall & Sullivan
Washington
$1.34M
JIP
839
Jaffetilchin Investment Partners
Florida
$1.33M -$2.32M -8,869 -64%
LFS
840
Lutz Financial Services
Nebraska
$1.33M +$1.29M +4,931 New
VWA
841
V Wealth Advisors
Kansas
$1.31M -$8.94M -34,142 -88%
DPI
842
Diversified Portfolios Inc
Michigan
$1.3M -$12.6K -48 -1%
EWM
843
Endurance Wealth Management
Rhode Island
$1.3M +$254K +970 +25%
DACG
844
Donor Advised Charitable Giving
California
$1.3M +$1.26M +4,821 New
Invesco
845
Invesco
Georgia
$1.29M -$587K -2,243 -32%
CCM
846
Colorado Capital Management
Colorado
$1.29M -$51.9K -198 -4%
VNIM
847
Vaughan Nelson Investment Management
Texas
$1.28M -$347K -1,325 -22%
HL
848
HeadInvest LLC
Maine
$1.28M -$7.86K -30 -0.6%
FFBTD
849
First Financial Bank - Trust Division
Ohio
$1.28M +$171K +653 +16%
AFNAS
850
American Financial Network Advisory Services
California
$1.28M +$11.3K +43 +0.9%

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.