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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
3AM
876
3D Asset Management
Connecticut
$1.18M -$30.4K -116 -3%
PWG
877
Private Wealth Group
Florida
$1.17M +$1.14M +4,342 New
BC
878
Brinker Capital
Pennsylvania
$1.17M +$1.13M +4,332 New
BAM
879
Belpointe Asset Management
Nevada
$1.14M +$252K +963 +29%
CGA
880
Crescent Grove Advisors
Illinois
$1.14M
FCAG
881
First Capital Advisors Group
New Jersey
$1.12M -$2.36K -9 -0.2%
TIM
882
Total Investment Management
Arizona
$1.11M +$25.1K +96 +2%
PWMAG
883
Pinnacle Wealth Management Advisory Group
New Jersey
$1.11M +$189K +723 +21%
CAN
884
Claraphi Advisory Network
United States
$1.11M +$1.08M +4,116 New
WPC
885
White Pine Capital
Minnesota
$1.11M +$68.4K +261 +7%
WPW
886
Waldron Private Wealth
Pennsylvania
$1.1M
CWM
887
Connecticut Wealth Management
Connecticut
$1.1M +$2.62K +10 +0.3%
IAA
888
Ironsides Asset Advisors
North Carolina
$1.1M -$1.07M -4,100 -50%
SAM
889
Summit Asset Management
Tennessee
$1.1M
KTC
890
Kistler-Tiffany Companies
Pennsylvania
$1.1M +$875K +3,342 +453%
RHBC
891
R.H. Bluestein & Co
Michigan
$1.09M
CAM
892
Close Asset Management
United Kingdom
$1.09M +$32.7K +125 +3%
BCMO
893
Buckingham Capital Management (Ohio)
Ohio
$1.09M -$17.3K -66 -2%
MFIMFI
894
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.08M +$5.24K +20 +0.5%
JIR
895
James Investment Research
Ohio
$1.08M -$39.3K -150 -4%
PV
896
Private Vista
Illinois
$1.07M +$409K +1,560 +64%
ABC
897
Associated Banc-Corp
Wisconsin
$1.07M +$4.19K +16 +0.4%
SSWM
898
Smith Salley Wealth Management
North Carolina
$1.07M +$731K +2,793 +235%
SCM
899
Stellar Capital Management
Arizona
$1.07M -$611K -2,333 -37%
NIM
900
Nicollet Investment Management
Minnesota
$1.06M +$1.03M +3,941 New

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.