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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
LC
851
Lourd Capital
California
$550K -$76K -325 -12%
PV
852
Private Vista
Illinois
$549K +$37.7K +161 +8%
ZCA
853
Zeke Capital Advisors
Pennsylvania
$545K
TH
854
TCTC Holdings
Texas
$544K
LS
855
Lattice Strategies
Pennsylvania
$541K -$276K -1,180 -34%
Luther King Capital Management (LKCM)
856
Luther King Capital Management (LKCM)
Texas
$541K -$101K -430 -16%
GAM
857
Gemmer Asset Management
California
$536K -$17.3K -74 -3%
BPB
858
Badgley, Phelps & Bell
Washington
$535K -$3.04K -13 -0.6%
RC
859
Rinet Company
Massachusetts
$535K +$234 +1 +0%
SFSIG
860
San Francisco Sentry Investment Group
California
$530K +$11.7K +50 +2%
BFM
861
Boston Financial Management
Massachusetts
$527K +$235K +1,003 +82%
FWIA
862
Fort Washington Investment Advisors
Ohio
$517K +$10.5K +45 +2%
AWM
863
Affinity Wealth Management
Delaware
$515K -$258K -1,104 -34%
TCM
864
Traynor Capital Management
Pennsylvania
$504K -$106K -454 -18%
MFW
865
Mosaic Family Wealth
Missouri
$503K -$599K -2,560 -55%
LA
866
Leonetti & Associates
Illinois
$503K +$496K +2,122 New
RMDI
867
R.M. Davis Inc
Maine
$501K +$15K +64 +3%
RFWA
868
RPg Family Wealth Advisory
Massachusetts
$499K -$1.14M -4,856 -70%
CI
869
Cavalier Investments
Georgia
$498K +$491K +2,100 New
PFBT
870
Parkside Financial Bank & Trust
Missouri
$493K -$386K -1,650 -44%
PC
871
Peavine Capital
Nevada
$493K -$51.7K -221 -10%
SCM
872
Southport Capital Management
Tennessee
$493K +$24.1K +103 +5%
TCCM
873
Timber Creek Capital Management
Massachusetts
$490K -$15.2K -65 -3%
FWM
874
FFT Wealth Management
Pennsylvania
$487K
TTWM
875
TCV Trust & Wealth Management
Virginia
$484K

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.