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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
CWM
901
Cabot Wealth Management
Massachusetts
$1.05M -$49.8K -190 -5%
FB
902
Fulton Bank
Pennsylvania
$1.05M +$20.4K +78 +2%
BPB
903
Badgley, Phelps & Bell
Washington
$1.04M +$263K +1,005 +35%
PL
904
Parthenon LLC
Kentucky
$1.04M
ACP
905
Arcus Capital Partners
Georgia
$1.03M -$938K -3,582 -48%
NEPWA
906
New England Private Wealth Advisors
Massachusetts
$1.03M +$344K +1,314 +52%
HHGA
907
Halbert Hargrove Global Advisors
California
$1.03M +$93.5K +357 +10%
MMHP
908
Murphy Middleton Hinkle & Parker
Georgia
$1.01M +$987K +3,767 New
HWM
909
Highwater Wealth Management
Colorado
$1.01M
MG
910
McCutchen Group
Washington
$1.01M +$9.43K +36 +1%
ACP
911
Aviance Capital Partners
Florida
$1M +$64.9K +248 +7%
MIM
912
Macroview Investment Management
Maryland
$989K +$262 +1 +0%
PCA
913
Personal Capital Advisors
California
$984K +$229K +876 +31%
WT
914
Washington Trust
Rhode Island
$979K -$4.71K -18 -0.5%
TNBTD
915
Trustmark National Bank Trust Department
Mississippi
$977K -$10.5K -40 -1%
IC
916
Iconiq Capital
California
$975K
KBFS
917
Kohmann Bosshard Financial Services
Ohio
$975K
RG
918
Rathbones Group
United Kingdom
$972K +$60.2K +230 +7%
GEA
919
Glen Eagle Advisors
New Jersey
$972K +$630K +2,406 +199%
FWSM
920
First Wilshire Securities Management
California
$968K -$58.9K -225 -6%
WSCM
921
Wellington Shields Capital Management
New York
$966K +$941K +3,592 New
IA
922
IndexIQ Advisors
New York
$963K -$66.8K -255 -7%
TF
923
Tompkins Financial
New York
$962K +$9.95K +38 +1%
EGA
924
E&G Advisors
Texas
$954K +$12.6K +48 +1%
SEIA
925
Signature Estate & Investment Advisors
California
$951K -$34K -130 -4%

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.