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iShares Core S&P 500 ETF

905 hedge funds and large institutions have $37.5B invested in iShares Core S&P 500 ETF in 2015 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 399 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 40

56% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 256

24% more funds holding in top 10

Funds holding in top 10: 206255 (+49)

22% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $22.5M

16% more capital invested

Capital invested by funds: $32.4B → $37.5B (+$5.11B)

12% more funds holding

Funds holding: 810905 (+95)

2.94% more ownership

Funds ownership: 51.54%54.48% (+2.9%)

Holders
905
Holders Change
+95
Holders Change %
+11.73%
% of All Funds
23.73%
Holding in Top 10
255
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+23.79%
% of All Funds
6.69%
New
147
Increased
399
Reduced
256
Closed
40
Calls
$27.5M
Puts
$22.5M
Net Calls
+$4.92M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
876
Allegis Investment Advisors
Idaho
$46K +$46.7K +226 New
EWM
877
Edge Wealth Management
New York
$45K +$45.4K +220 New
FMP
878
Financial Management Professionals
Texas
$45K +$45.9K +222 New
PVH
879
Psagot Value Holdings
Israel
$34K
NC
880
NewSquare Capital
Pennsylvania
$30K -$25.8K -125 -46%
LWA
881
Lenox Wealth Advisors
New York
$30K
SFPM
882
Sensible Financial Planning & Management
Massachusetts
$29K +$8.26K +40 +40%
BCMIO
883
Beacon Capital Management Inc (Ohio)
Ohio
$23K +$2.48K +12 +12%
LIA
884
LS Investment Advisors
Michigan
$22K
M
885
MOTCO
Texas
$21K
BAM
886
Barrett Asset Management
New York
$20K
CTB
887
Country Trust Bank
Illinois
$19K +$19K +92 New
Federated Hermes
888
Federated Hermes
Pennsylvania
$18K -$50.6K -245 -73%
AP
889
Atwood & Palmer
Missouri
$18K
AWMS
890
Advocacy Wealth Management Services
Georgia
$17K +$16.9K +82 New
Parallax Volatility Advisers
891
Parallax Volatility Advisers
California
$17K +$16.9K +82 +8,200%
CG
892
Cutler Group
California
$17K +$17.8K +86 New
TCM
893
Tradewinds Capital Management
Washington
$12K
MP
894
Manifold Partners
California
$10K +$8.47K +41 +410%
AFIA
895
America First Investment Advisors
Nebraska
$8K
MAM
896
Meeder Asset Management
Ohio
$8K +$8.47K +41 New
SF
897
Synovus Financial
Georgia
$6K +$207 +1 +3%
AOWM
898
Alpha Omega Wealth Management
Virginia
$6K +$5.58K +27 New
IA
899
IndexIQ Advisors
New York
$5K
TSW
900
Thompson Siegel & Walmsley
Virginia
$5K

IVV Hedge Fund Activity: Q4 2015 in Review

905 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2015, worth a combined $37.5B — up 16% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IVV positions and 40 closed out — a net gain of 107 holders — while 399 added to existing stakes and 256 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $408M. The largest seller was American International Group, cutting an estimated $259M.

  • 905 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2015, up from 810 in Q3 2015.
  • Funds reported $37.5B of iShares Core S&P 500 ETF stock for Q4 2015, up 16% quarter-over-quarter.
  • 147 funds opened new iShares Core S&P 500 ETF positions in Q4 2015 and 40 closed out, a net change of +107 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q4 2015 was Fidelity Investments, an estimated $408M added.
  • The largest iShares Core S&P 500 ETF seller in Q4 2015 was American International Group, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2015.