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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
First Manhattan
1051
First Manhattan
New York
$107K +$14.5K +62 +16%
VNA
1052
Valley National Advisers
Pennsylvania
$95K
DPA
1053
Delphi Private Advisors
California
$94K +$92.6K +396 New
RBC
1054
Roble Belko & Company
Pennsylvania
$92K
YWP
1055
YorkBridge Wealth Partners
New York
$89K +$17.5K +75 +26%
SLF
1056
Sun Life Financial
Ontario, Canada
$84.3K +$242K +1,035 +5%
HCA
1057
Harbour Capital Advisors
Virginia
$79K +$77.9K +333 New
ECM
1058
Exchange Capital Management
Michigan
$79K +$41.2K +176 +114%
FPS
1059
Fieldpoint Private Securities
Connecticut
$78K +$76.7K +328 New
WAS
1060
Winch Advisory Services
Wisconsin
$75K +$234 +1 +0.3%
WA
1061
WFG Advisors
Texas
$70K -$183K -784 -73%
FA
1062
Fortis Advisors
Pennsylvania
$68K +$93.6K +400 New
WAP
1063
Wealthcare Advisory Partners
Pennsylvania
$66K +$8.65K +37 +15%
SIM
1064
Sonora Investment Management
Arizona
$66K
MIM
1065
Macroview Investment Management
Maryland
$63K +$62.5K +267 New
VWM
1066
Valley Wealth Managers
New Jersey
$62K
RWML
1067
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$59.3K
BAM
1068
Barrett Asset Management
New York
$56K
MCM
1069
Manchester Capital Management
Vermont
$50K
AA
1070
Apriem Advisors
California
$49K -$18.7K -80 -28%
FCB
1071
First Command Bank
Texas
$49K
FCFS
1072
First Command Financial Services
Texas
$49K
NCM
1073
New Capital Management
Texas
$45K +$14.7K +63 +50%
LWA
1074
Lenox Wealth Advisors
New York
$34K -$59.6K -255 -64%
AWMS
1075
Advocacy Wealth Management Services
Georgia
$30K -$34.6K -148 -54%

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.