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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
LNWWM
926
Laird Norton Wetherby Wealth Management
California
$364K
Thrivent Financial for Lutherans
927
Thrivent Financial for Lutherans
Minnesota
$364K
PWMAG
928
Pinnacle Wealth Management Advisory Group
New Jersey
$363K +$112K +480 +46%
CAM
929
Crestone Asset Management
Colorado
$359K
BFS
930
Bradley Foster & Sargent
Connecticut
$350K -$5.85K -25 -2%
MBTD
931
Mechanics Bank - Trust Department
California
$350K +$19.4K +83 +6%
AF
932
Arrow Financial
New York
$349K -$40.9K -175 -11%
SWPG
933
Strategic Wealth Partners Group
Illinois
$344K -$23.4K -100 -6%
MMG
934
Monetary Management Group
Missouri
$344K
SWM
935
Stockman Wealth Management
Montana
$340K +$335K +1,432 New
NP
936
NorthRock Partners
Minnesota
$338K -$18.5K -79 -5%
TCOO
937
Trust Company of Oklahoma
Oklahoma
$338K
CIC
938
Cornercap Investment Counsel
Georgia
$335K
IA
939
Independence Advisors
Pennsylvania
$332K +$5.61K +24 +2%
IC
940
InterOcean Capital
Illinois
$331K +$326K +1,393 New
CAL
941
Capital Advisors Ltd
Ohio
$327K
BHBT
942
Burke & Herbert Bank & Trust
Virginia
$322K
AIS
943
American Investment Services
Massachusetts
$320K
GC
944
Gibson Capital
Pennsylvania
$316K
BTW
945
Boston Trust Walden
Massachusetts
$313K -$752K -3,215 -71%
PAS
946
Partnervest Advisory Services
California
$313K -$10.1K -43 -3%
WDL
947
Well Done LLC
Michigan
$313K +$308K +1,318 New
PWM
948
Patriot Wealth Management
Texas
$312K +$308K +1,317 New
IFAM
949
Institutional & Family Asset Management
Colorado
$303K -$68.8K -294 -19%
GHAM
950
Gilman Hill Asset Management
Connecticut
$297K -$1.18M -5,060 -80%

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.