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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
AAP
1076
Arax Advisory Partners
Colorado
$27K
AA
1077
AlphaMark Advisors
Kentucky
$24K
FMTCOCP
1078
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23.7K
GEA
1079
Glen Eagle Advisors
New Jersey
$22.4K
JCM
1080
Jacobi Capital Management
Pennsylvania
$19K +$18.7K +80 New
NC
1081
NewSquare Capital
Pennsylvania
$17K -$3.51K -15 -18%
SAM
1082
Shamrock Asset Management
Texas
$16K +$234 +1 +2%
PSW
1083
Portfolio Strategies (Washington)
Washington
$15K -$2.29M -9,799 -99%
LWA
1084
Lowe Wealth Advisors
Maryland
$14K
TCM
1085
Tradewinds Capital Management
Washington
$14K
WC
1086
Whitnell & Co
Illinois
$13K
MAM
1087
Meeder Asset Management
Ohio
$10K
AFIA
1088
America First Investment Advisors
Nebraska
$9K
ABFS
1089
Appropriate Balance Financial Services
Washington
$6.14K -$1.11M -4,747 -77%
WIM
1090
Westside Investment Management
California
$6.06K +$6.08K +26 New
TSW
1091
Thompson Siegel & Walmsley
Virginia
$6K
AIS
1092
Accurate Investment Solutions
Pennsylvania
$5K
AIM
1093
Anchor Investment Management
South Carolina
$3.08K
BWA
1094
Burt Wealth Advisors
Maryland
$3K
SAM
1095
Solaris Asset Management
New York
$1K
Parallax Volatility Advisers
1096
Parallax Volatility Advisers
California
$1K +$468 +2 +200%
AUB
1097
Atlantic Union Bankshares
Virginia
$850 -$33.9K -145 -4%
SPIA
1098
Strategic Point Investment Advisors
Rhode Island
$777 +$767K +3,278 New
VCM
1099
Vivaldi Capital Management
Illinois
$747 +$737K +3,149 New
Walleye Trading
1100
Walleye Trading
New York
$24 -$1.03M -4,400 -98%

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.