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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
KTC
1026
Kistler-Tiffany Companies
Pennsylvania
$175K
ANBT
1027
American National Bank & Trust
Texas
$172K
ACS
1028
Archford Capital Strategies
Illinois
$172K
SFFS
1029
Stonehage Fleming Financial Services
Jersey
$172K
JWA
1030
JFS Wealth Advisors
Pennsylvania
$171K
IWM
1031
IHT Wealth Management
Illinois
$168K -$1.03M -4,403 -82%
WEC
1032
Winslow Evans & Crocker
Massachusetts
$166K -$196K -840 -55%
FCMT
1033
Founders Capital Management (Texas)
Texas
$161K +$159K +680 New
AIM
1034
Advantage Investment Management
Iowa
$160K -$903K -3,861 -85%
HT
1035
Heritage Trust
Oklahoma
$159K +$156K +669 New
RCA
1036
Rowland Carmichael Advisors
Arizona
$156K +$41.4K +177 +37%
AP
1037
Atwood & Palmer
Missouri
$154K +$132K +566 +666%
FPB
1038
First PREMIER Bank
South Dakota
$154K +$151K +647 New
CHP
1039
Cable Hill Partners
Oregon
$147K -$10.5K -45 -7%
SWA
1040
Sutton Wealth Advisors
Florida
$143K
NSB
1041
Norway Savings Bank
Maine
$142K -$25.7K -110 -15%
CHC
1042
City Holding Co
West Virginia
$137K
AWM
1043
AllSquare Wealth Management
New York
$136K
FCT
1044
Family Capital Trust
Massachusetts
$134K +$16.4K +70 +14%
CJA
1045
C-J Advisory
California
$126K +$468 +2 +0.4%
EWM
1046
Edge Wealth Management
New York
$124K
CFA
1047
CT Financial Advisors
Pennsylvania
$124K -$2.57K -11 -2%
KPCM
1048
Kings Point Capital Management
New York
$122K
VCM
1049
Versant Capital Management
Arizona
$119K +$702 +3 +0.6%
MAS
1050
Madden Advisory Services
Florida
$117K +$116K +497 New

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.