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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
GHA
1026
GW Henssler & Associates
Georgia
$654K -$12.8K -49 -2%
PFBT
1027
Parkside Financial Bank & Trust
Missouri
$653K +$30.4K +116 +5%
TCM
1028
Tufton Capital Management
Maryland
$651K +$22.5K +86 +4%
HCMNY
1029
Howard Capital Management (New York)
New York
$647K
KFS
1030
Kurt F. Somerville
$645K -$65.5K -250 -9%
VCP
1031
Vista Capital Partners
Oregon
$637K +$102K +389 +16%
BPCA
1032
Bank Pictet & Cie (Asia)
Singapore
$633K
BCM
1033
BTR Capital Management
California
$627K -$4.19K -16 -0.7%
APCM
1034
Alaska Permanent Capital Management
Alaska
$623K
RhumbLine Advisers
1035
RhumbLine Advisers
Massachusetts
$622K -$189K -722 -24%
BRWA
1036
B. Riley Wealth Advisors
Florida
$620K -$7.86K -30 -1%
TH
1037
TCTC Holdings
Texas
$616K
Luther King Capital Management (LKCM)
1038
Luther King Capital Management (LKCM)
Texas
$614K
TCCM
1039
Timber Creek Capital Management
Massachusetts
$612K +$58.9K +225 +11%
PMG
1040
ProVise Management Group
Florida
$609K -$26.2K -100 -4%
CNC
1041
Citizens & Northern Corp
Pennsylvania
$609K
AA
1042
AlphaMark Advisors
Kentucky
$606K +$564K +2,153 +2,153%
AWMG
1043
Alliance Wealth Management Group
New Jersey
$601K -$12.6M -47,938 -96%
IFAM
1044
Institutional & Family Asset Management
Colorado
$601K +$15.5K +59 +3%
FNBOO
1045
First National Bank of Omaha
Nebraska
$599K
1SB
1046
1ST Source Bank
Indiana
$598K -$18.1K -69 -3%
SHJ
1047
Sharkey, Howes & Javer
Colorado
$594K -$43.2K -165 -7%
FWIA
1048
Fort Washington Investment Advisors
Ohio
$594K +$7.86K +30 +1%
TCM
1049
Traynor Capital Management
Pennsylvania
$592K +$114K +434 +25%
SPWA
1050
SteelBridge Private Wealth Advisors
Florida
$588K +$119K +455 +26%

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.