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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
ACG
951
Allen Capital Group
Nebraska
$840K +$819K +3,126 New
AB
952
Atlas Brown
Kentucky
$835K +$189K +721 +33%
LCM
953
Lucas Capital Management
New Jersey
$835K +$483K +1,844 +146%
BB
954
Busey Bank
Illinois
$831K +$567K +2,165 +234%
BBNB
955
Baker Boyer National Bank
Washington
$830K
FMC
956
First Merchants Corp
Indiana
$829K
NGA
957
Naples Global Advisors
Florida
$828K
BCM
958
Brookmont Capital Management
Texas
$828K +$78K +298 +11%
KM
959
Kalos Management
Georgia
$822K +$48.2K +184 +6%
SBH
960
Segall Bryant & Hamill
Illinois
$820K -$239K -912 -23%
Toronto Dominion Bank
961
Toronto Dominion Bank
Ontario, Canada
$820K
RC
962
Rinet Company
Massachusetts
$808K
BWAM
963
Boyd Watterson Asset Management
Ohio
$805K
MIFH
964
Migdal Insurance & Financial Holdings
Israel
$804K -$434K -1,659 -36%
DBT
965
Dubuque Bank & Trust
Iowa
$804K -$5.24K -20 -0.7%
ISB
966
Iowa State Bank
Iowa
$801K
CFD
967
Creative Financial Designs
Indiana
$799K +$95.8K +366 +14%
CCMG
968
Clark Capital Management Group
Pennsylvania
$798K +$343K +1,310 +79%
PHS
969
Pekin Hardy Strauss
Illinois
$797K
GIA
970
GHP Investment Advisors
Colorado
$797K +$2.1K +8 +0.3%
PFA
971
Pathway Financial Advisors
Vermont
$795K +$774K +2,955 New
SCM
972
Southport Capital Management
Tennessee
$791K +$73.1K +279 +10%
IP
973
Intellectus Partners
California
$790K -$83.3K -318 -10%
BO
974
Bank OZK
Arkansas
$789K -$3.14K -12 -0.4%
LC
975
Lourd Capital
California
$787K +$161K +613 +26%

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.