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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
RCG
1001
Ruggie Capital Group
Florida
$228K +$936 +4 +0.4%
RMCM
1002
Reynders McVeigh Capital Management
Massachusetts
$226K -$23.4K -100 -9%
SC
1003
Searle & Co
Connecticut
$225K
Jones Financial Companies
1004
Jones Financial Companies
Missouri
$223K -$171K -729 -44%
BB
1005
Busey Bank
Illinois
$223K
FNB
1006
Farmers National Bank
Kentucky
$223K
CSIC
1007
Clifford Swan Investment Counsel
California
$222K +$218K +934 New
UWPG
1008
Ullmann Wealth Partners Group
Florida
$220K -$7.02K -30 -3%
Members Trust
1009
Members Trust
Florida
$220K +$217K +926 New
I2I
1010
Insight 2811 Inc
Illinois
$219K +$1.17K +5 +0.5%
RAM
1011
Redmond Asset Management
Virginia
$218K
WA
1012
WealthTrust Axiom
Pennsylvania
$218K
FBA
1013
Front Barnett Associates
Illinois
$215K +$212K +905 New
CAW
1014
Cornerstone Advisors (Washington)
Washington
$214K -$97.1K -415 -31%
FFWA
1015
FRG Family Wealth Advisors
Washington
$214K
BIG
1016
Bellwether Investment Group
Tennessee
$213K -$42.8K -183 -17%
IC
1017
Investment Counsel
Michigan
$211K
TCM
1018
Texan Capital Management
Texas
$206K +$203K +868 New
AC
1019
Alexandria Capital
Virginia
$205K +$3.04K +13 +2%
GWS
1020
Glassman Wealth Services
Virginia
$205K +$12.9K +55 +7%
CWM
1021
Circle Wealth Management
New Jersey
$203K +$200K +855 New
1832 Asset Management
1022
1832 Asset Management
Ontario, Canada
$197K -$194K -830 -50%
RAM
1023
Riggs Asset Management
Pennsylvania
$196K
FAM
1024
Formidable Asset Management
Ohio
$195K +$189K +810 New
PO
1025
Private Ocean
California
$177K -$7.02K -30 -4%

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.