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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
BTW
1001
Boston Trust Walden
Massachusetts
$725K -$2.1K -8 -0.3%
SFWA
1002
Summit Financial Wealth Advisors
Louisiana
$723K +$285K +1,088 +68%
PWM
1003
Perigon Wealth Management
California
$722K -$643K -2,455 -48%
HCM
1004
Harvest Capital Management
New Hampshire
$719K
LJHT
1005
Laurie J. Hall Trustee
$716K +$697K +2,663 New
BA
1006
BKS Advisors
Michigan
$715K +$22K +84 +3%
KWM
1007
Kingsview Wealth Management
Oregon
$715K +$149K +568 +27%
CCA
1008
Clearwater Capital Advisors
Illinois
$714K
TW
1009
Transform Wealth
Colorado
$707K +$19.4K +74 +3%
PWAP
1010
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$707K +$161K +615 +31%
BFG
1011
Beacon Financial Group
Texas
$705K -$74.1K -283 -10%
DWM
1012
Doyle Wealth Management
Florida
$705K -$21.7K -83 -3%
OCM
1013
Orser Capital Management
Texas
$702K +$655K +2,500 New
ZF
1014
Zhang Financial
Michigan
$700K
SLT
1015
St Louis Trust
Missouri
$695K
CIAS
1016
Capital Investment Advisory Services
North Carolina
$693K -$611K -2,332 -47%
SCM
1017
Sterling Capital Management
North Carolina
$691K
AFA
1018
Arlington Financial Advisors
California
$686K +$628K +2,399 New
SP
1019
SWS Partners
Ohio
$685K +$667K +2,547 New
EB
1020
Eastern Bank
Massachusetts
$683K -$3.93K -15 -0.6%
PA
1021
Prism Advisors
California
$678K +$661K +2,523 New
RI
1022
RWWM Inc
California
$676K +$658K +2,514 New
QFA
1023
Quattro Financial Advisors
Texas
$665K -$588K -2,245 -48%
ECM
1024
Evergreen Capital Management
Washington
$657K +$640K +2,444 New
CCM
1025
Carlson Capital Management
Minnesota
$655K -$94K -359 -13%

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.