We are live on ! Find out more
IVV icon

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
SIM
976
Sigma Investment Management
Oregon
$256K
ST
977
Spinnaker Trust
Maine
$254K +$251K +1,071 New
AB
978
Atlas Brown
Kentucky
$253K +$13.3K +57 +6%
VCM
979
Vigilant Capital Management
Maine
$249K
WA
980
Winfield Associates
Ohio
$248K -$2.34K -10 -0.9%
MWM
981
Meridian Wealth Management
Kentucky
$248K +$244K +1,045 New
ERIM
982
Eagle Ridge Investment Management
Connecticut
$244K
GD
983
Grandfield & Dodd
New York
$243K -$23.4K -100 -9%
HS
984
Huntington Steele
Pennsylvania
$243K +$4.21K +18 +2%
CC
985
Callan Capital
California
$242K
RFS
986
Rockefeller Financial Services
New York
$242K
FC
987
Forte Capital
New York
$241K +$18.7K +80 +9%
AHC
988
Adell Harriman & Carpenter
Texas
$241K +$237K +1,015 New
SWM
989
Segment Wealth Management
Texas
$237K
WSCM
990
Wellington Shields Capital Management
New York
$237K +$234K +1,000 New
CW
991
Cabot-Wellington
Massachusetts
$235K
VAM
992
Verity Asset Management
North Carolina
$235K +$232K +991 New
BRC
993
Bell Rock Capital
Delaware
$234K -$58.2K -249 -20%
DAS
994
Dynamic Advisor Solutions
Arizona
$234K +$231K +987 New
LCM
995
Lucas Capital Management
New Jersey
$233K +$468 +2 +0.2%
FANJ
996
Financial Architects (New Jersey)
New Jersey
$233K +$12.4K +53 +6%
M
997
MOTCO
Texas
$233K +$206K +881 +872%
JSA
998
Jacobson & Schmitt Advisors
Wisconsin
$231K +$228K +975 New
BMM
999
Berkshire Money Management
Massachusetts
$230K -$19.6K -84 -8%
STMM
1000
South Texas Money Management
Texas
$229K

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.