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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
BC
876
Barnett & Company
Tennessee
$482K -$9.82K -42 -2%
DWM
877
Doyle Wealth Management
Florida
$481K +$474K +2,026 New
MIM
878
Montgomery Investment Management
Maryland
$477K +$470K +2,009 New
CCM
879
Cribstone Capital Management
Maine
$475K -$23.4K -100 -5%
WPA
880
West Paces Advisors
Georgia
$475K
HCM
881
Horan Capital Management
Maryland
$473K -$27.1K -116 -5%
MWM
882
Merriman Wealth Management
Washington
$470K -$2.14M -9,146 -82%
JC
883
Jentner Corp
Ohio
$467K +$461K +1,969 New
AF
884
Allworth Financial
California
$464K +$69.9K +299 +18%
NB
885
Nicolet Bankshares
Wisconsin
$464K +$233K +997 +104%
CIS
886
Connors Investor Services
Pennsylvania
$463K
FNBOO
887
First National Bank of Omaha
Nebraska
$458K -$211K -903 -32%
OSNBOA
888
Old Second National Bank of Aurora
Illinois
$451K
KWM
889
Kingsview Wealth Management
Oregon
$447K +$441K +1,886 New
SFSG
890
Stearns Financial Services Group
North Carolina
$443K -$134K -571 -23%
LPIC
891
LeJeune Puetz Investment Counsel
Michigan
$440K +$23.6K +101 +6%
WP
892
WealthPLAN Partners
Nebraska
$439K +$435K +1,859 New
SIAS
893
Shine Investment Advisory Services
Colorado
$438K +$431K +1,844 New
CCG
894
Cypress Capital Group
Florida
$437K
HCM
895
HM Capital Management
Missouri
$435K
MBT
896
Monroe Bank & Trust
Michigan
$431K +$87.9K +376 +26%
LDB
897
Lee, Danner & Bass
Tennessee
$423K
MLL
898
Moody Lynn & Lieberson
Massachusetts
$421K
VFA
899
Virtus Fund Advisers
Connecticut
$419K -$22.5K -96 -5%
HCC
900
Hirtle Callaghan & Co
Pennsylvania
$418K

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.