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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
GIA
76
Gateway Investment Advisers
Ohio
$175M -$9.68M -36,950 -5%
SG
77
Swarthmore Group
Pennsylvania
$174M +$491K +1,875 +0.3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$166M -$1.82M -6,968 -1%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$165M -$38.3M -146,258 -19%
SMFG
80
Sumitomo Mitsui Financial Group
Japan
$162M +$149M +569,800 +79%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$159M +$22.6M +86,188 +17%
US Bancorp
82
US Bancorp
Minnesota
$154M +$161K +614 +0.1%
DWM
83
Destination Wealth Management
California
$147M -$3.13M -11,953 -2%
RIG
84
RiverFront Investment Group
Virginia
$145M +$862K +3,291 +0.6%
SIC
85
Sigma Investment Counselors
Michigan
$145M -$791K -3,019 -0.6%
SMA
86
Simply Money Advisors
Ohio
$143M +$2.86M +10,932 +2%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M -$30.7M -117,295 -18%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$139M +$9.43M +36,008 +7%
Prudential Financial
89
Prudential Financial
New Jersey
$138M +$11.7M +44,786 +10%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$136M +$78.3M +299,092 +144%
UB
91
UMB Bank
Missouri
$136M +$388K +1,483 +0.3%
FI
92
FormulaFolio Investments
Michigan
$136M +$8.56M +32,695 +7%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$134M +$131M +500,000 New
SAS
94
Sage Advisory Services
Texas
$131M +$64.4M +245,962 +102%
WSTAM
95
Wilbanks Smith & Thomas Asset Management
Virginia
$127M -$4.11M -15,687 -3%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$127M +$11.7M +44,524 +11%
CFG
97
CNO Financial Group
Indiana
$127M +$16.7M +63,600 +16%
PPFA
98
Provida Pension Fund Administrator
Chile
$126M -$6.65M -25,412 -5%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$126M +$40.2M +153,444 +49%
CBU
100
CIBC Bank USA
Illinois
$114M -$6.28M -23,964 -5%

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.