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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
HDIM
951
Hanson & Doremus Investment Management
Vermont
$296K
FMW
952
Farr Miller & Washington
District of Columbia
$293K -$278K -1,188 -49%
SGAM
953
Steinberg Global Asset Management
Florida
$292K
MM
954
Main Management
California
$289K
WIA
955
Westbourne Investment Advisors
Maryland
$287K
VST
956
Van Strum & Towne
California
$286K
ANTB
957
AMG National Trust Bank
Colorado
$285K
KA
958
KLCM Advisors
Wisconsin
$285K
WCM
959
Weik Capital Management
Pennsylvania
$285K
PS
960
Portfolio Solutions
Michigan
$283K -$10.3K -44 -4%
BA
961
Boston Advisors
Massachusetts
$283K +$279K +1,193 New
PA
962
Paracle Advisors
Washington
$281K
AWA
963
ARS Wealth Advisors
Florida
$279K -$10.5K -45 -4%
FFW
964
Fusion Family Wealth
New York
$277K -$35.1K -150 -11%
QAM
965
QCI Asset Management
New York
$274K +$166K +710 +160%
HIMC
966
Heritage Investors Management Corp
Maryland
$273K -$33.7K -144 -11%
BFO
967
Boston Family Office
Massachusetts
$273K -$23.4K -100 -8%
LM
968
Legg Mason
Maryland
$273K +$29K +124 +12%
BFA
969
Bragg Financial Advisors
North Carolina
$271K -$2.34K -10 -0.9%
Kovitz Investment Group Partners
970
Kovitz Investment Group Partners
Illinois
$268K -$152K -649 -36%
WPP
971
Whalerock Point Partners
Rhode Island
$266K -$29K -124 -10%
BRWA
972
B. Riley Wealth Advisors
Florida
$266K +$261K +1,118 New
NB
973
NBT Bank
New York
$265K
MC
974
Moors & Cabot
Massachusetts
$259K -$111K -474 -30%
BIAS
975
Beacon Investment Advisory Services
New Jersey
$257K +$253K +1,083 New

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.