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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
CCT
851
Chemung Canal Trust
New York
$1.28M +$153K +583 +14%
RCM
852
Riverhead Capital Management
Delaware
$1.27M -$12.5M -47,766 -91%
SNT
853
Security National Trust
West Virginia
$1.26M +$232K +887 +23%
EWA
854
Exencial Wealth Advisors
Oklahoma
$1.26M +$373K +1,423 +43%
CLOS
855
Compagnie Lombard Odier SCmA
Switzerland
$1.26M -$792K -3,026 -39%
AP
856
Appleton Partners
Massachusetts
$1.26M -$27.5K -105 -2%
CCM
857
Coe Capital Management
Illinois
$1.24M -$786 -3 -0.1%
AIM
858
AMI Investment Management
Indiana
$1.24M +$1.21M +4,607 New
IFWM
859
Institute for Wealth Management
Colorado
$1.24M +$1.21M +4,609 New
WAOTB
860
Wealth Advisors of Tampa Bay
Florida
$1.24M +$1.18M +4,489 New
VDI
861
Vaughan David Investments
Illinois
$1.24M +$1.21M +4,604 New
NFG
862
Nadler Financial Group
Illinois
$1.23M +$262 +1 +0%
DBRC
863
D.B. Root & Company
Pennsylvania
$1.22M +$1.19M +4,546 New
B
864
Bridgeworth
Alabama
$1.21M +$476K +1,816 +68%
EM
865
Excalibur Management
Massachusetts
$1.21M
SWK
866
Stephen W. Kidder
$1.21M
EK
867
Evensky & Katz
Florida
$1.21M +$51.3K +196 +5%
PP
868
Patten & Patten
Tennessee
$1.21M +$421K +1,609 +56%
MPI
869
Mairs & Power Inc
Minnesota
$1.2M -$39.3K -150 -3%
DIA
870
Denver Investment Advisors
Colorado
$1.2M -$30.1K -115 -3%
STB
871
S&T Bank
Pennsylvania
$1.2M -$23.3K -89 -2%
BA
872
Boston Advisors
Massachusetts
$1.2M +$530K +2,022 +83%
EWM
873
Empirical Wealth Management
Washington
$1.2M -$179K -685 -13%
AMM
874
American Money Management
California
$1.19M -$159K -606 -12%
Legal & General Group
875
Legal & General Group
United Kingdom
$1.19M -$329K -1,258 -22%

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.