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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
CFA
901
Capstone Financial Advisors
Illinois
$414K -$50.1K -214 -11%
APP
902
Avantax Planning Partners
Iowa
$411K -$61.3K -262 -13%
OA
903
Outfitter Advisors
Virginia
$410K
FAM
904
Flaharty Asset Management
Florida
$409K +$405K +1,732 New
KP
905
Keel Point
Alabama
$405K -$334K -1,429 -46%
CA
906
Cambridge Advisors
Nebraska
$402K -$585K -2,499 -60%
CFA
907
Cahill Financial Advisors
Minnesota
$402K +$103K +442 +35%
WAM
908
Weatherly Asset Management
California
$393K +$8.19K +35 +2%
AWE
909
Avidian Wealth Enterprises
Texas
$391K +$386K +1,649 New
EDRH
910
Edmond de Rothschild Holding
Switzerland
$389K -$622K -2,660 -62%
CCP
911
Corient Capital Partners
California
$389K
AIA
912
Armor Investment Advisors
North Carolina
$387K -$35.1K -150 -8%
SPWA
913
SteelBridge Private Wealth Advisors
Florida
$387K +$76K +325 +25%
AMCA
914
Arthur M. Cohen & Associates
Illinois
$386K
MC
915
Mathes Company
New York
$386K
AIM
916
Avity Investment Management
Connecticut
$384K -$11.7K -50 -3%
MWM
917
Mission Wealth Management
California
$382K -$58K -248 -13%
AAC
918
Asset Advisors Corp
Georgia
$381K
TIA
919
Tiemann Investment Advisors
California
$379K -$153K -652 -29%
BCP
920
Berkeley Capital Partners
Georgia
$376K +$370K +1,583 New
RT
921
Rockland Trust
Massachusetts
$374K -$58.7K -251 -14%
LIA
922
LS Investment Advisors
Michigan
$370K
RFA
923
Reilly Financial Advisors
California
$370K +$7.02K +30 +2%
CAM
924
Carret Asset Management
New York
$365K +$11.7K +50 +3%
CCT
925
Capital City Trust
Florida
$364K

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.