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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
GAM
1051
Gemmer Asset Management
California
$581K +$2.36K +9 +0.4%
LA
1052
Leonetti & Associates
Illinois
$580K -$20.2K -77 -3%
MWM
1053
Mission Wealth Management
California
$575K +$55K +210 +11%
HFA
1054
High Falls Advisors
New York
$574K +$170K +651 +44%
KCM
1055
Kornitzer Capital Management
Kansas
$571K +$557K +2,125 New
WI
1056
Welch Investments
Alabama
$571K +$557K +2,125 New
BC
1057
Barnett & Company
Tennessee
$568K +$60.2K +230 +12%
LPIC
1058
LeJeune Puetz Investment Counsel
Michigan
$567K +$66.5K +254 +14%
WPA
1059
West Paces Advisors
Georgia
$564K +$25.9K +99 +5%
WAM
1060
Weatherly Asset Management
California
$561K -$5.24K -20 -1%
CC
1061
Callan Capital
California
$559K +$278K +1,060 +104%
CM
1062
Churchill Management
California
$558K +$95.3K +364 +21%
SGAM
1063
Steinberg Global Asset Management
Florida
$557K
MCIA
1064
Mountain Capital Investment Advisors
Colorado
$552K +$46.1K +176 +9%
DIA
1065
Davidson Investment Advisors
Montana
$547K
HTC
1066
Haverford Trust Company
Pennsylvania
$547K +$228K +872 +75%
CAM
1067
Carret Asset Management
New York
$544K +$114K +435 +27%
OIWM
1068
OptiFour Integrated Wealth Management
Virginia
$542K +$528K +2,016 New
MIM
1069
Montgomery Investment Management
Maryland
$540K
JC
1070
Jentner Corp
Ohio
$531K
CA
1071
Cortland Associates
Missouri
$527K +$167K +639 +48%
FF
1072
Francis Financial
$525K +$511K +1,952 New
PFM
1073
Probabilities Fund Management
New York
$522K +$509K +1,943 New
G
1074
Gainplan
Michigan
$521K +$274K +1,045 +117%
AIM
1075
Arcadia Investment Management
Michigan
$516K -$38.2K -146 -7%

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.