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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
SMA
76
Simply Money Advisors
Ohio
$116M +$4.49M +19,179 +4%
WSTAM
77
Wilbanks Smith & Thomas Asset Management
Virginia
$112M +$1.8M +7,708 +2%
BP
78
Ballentine Partners
Massachusetts
$112M +$88.2K +377 +0.1%
CBU
79
CIBC Bank USA
Illinois
$111M +$306K +1,308 +0.3%
SMFG
80
Sumitomo Mitsui Financial Group
Japan
$110M +$9.12M +39,000 +9%
Prudential Financial
81
Prudential Financial
New Jersey
$107M +$5.43M +23,197 +5%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$102M +$82.6M +353,358 +472%
DCC
83
Dow Chemical Company
Michigan
$101M -$16.5M -70,600 -14%
LIA
84
LBMC Investment Advisors
Tennessee
$98.2M +$1.03M +4,424 +1%
B
85
Brightworth
Georgia
$98M -$171K -729 -0.2%
GBBWRPM
86
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$97.9M -$96.5M -412,618 -50%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$92.2M +$52.9M +226,146 +139%
PA
88
Planning Alternatives
Michigan
$91.7M +$2.83M +12,094 +3%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$90.1M +$3.77M +16,126 +4%
MWP
90
MYCIO Wealth Partners
Pennsylvania
$89.9M +$1.97M +8,404 +2%
CFG
91
CNO Financial Group
Indiana
$89.6M +$1.4M +6,000 +2%
Lazard Asset Management
92
Lazard Asset Management
New York
$87.1M -$25.2M -107,714 -23%
AG
93
Advisor Group
Arizona
$86.4M +$41.2M +176,148 +94%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$85.4M +$17.2M +73,517 +26%
RWP
95
RWA Wealth Partners
Massachusetts
$83.5M +$81.3M +347,793 +8,056%
BAM
96
Baring Asset Management
United Kingdom
$82.6M +$12M +51,100 +17%
Citigroup
97
Citigroup
New York
$82.4M -$52.1M -222,843 -39%
CONA
98
Capital One National Association
New York
$80.7M +$2.3M +9,813 +3%
FI
99
FormulaFolio Investments
Michigan
$80M +$13.6M +58,044 +21%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$79.2M +$8.2M +35,048 +12%

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.