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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
GKWIM
1076
Gerber Kawasaki Wealth & Investment Management
California
$515K -$34.6K -132 -6%
RC
1077
Roundview Capital
New Jersey
$515K +$502K +1,916 New
WG
1078
Welch Group
Alabama
$514K +$501K +1,912 New
TWM
1079
Titus Wealth Management
California
$514K +$501K +1,913 New
FAM
1080
Flaharty Asset Management
Florida
$513K -$267K -1,018 -35%
WPW
1081
Winthrop Partners - WNY
New York
$510K +$476K +1,817 New
FNB
1082
Farmers National Bank
Kentucky
$508K +$4.45K +17 +0.9%
AC
1083
Avestar Capital
New York
$506K +$497K +1,897 New
LA
1084
LexAurum Advisors
Kansas
$505K +$472K +1,804 New
MLL
1085
Moody Lynn & Lieberson
Massachusetts
$503K
CAS
1086
Cue Advisory Services
Arizona
$502K +$489K +1,867 New
PAS
1087
Partnervest Advisory Services
California
$501K +$130K +498 +36%
RE
1088
RBC Europe
United Kingdom
$501K
CCM
1089
Cribstone Capital Management
Maine
$498K -$27K -103 -5%
SIAS
1090
Shine Investment Advisory Services
Colorado
$496K
T. Rowe Price Associates
1091
T. Rowe Price Associates
Maryland
$494K -$358K -1,366 -43%
STMM
1092
South Texas Money Management
Texas
$493K -$188K -716 -28%
PSW
1093
Portfolio Strategies (Washington)
Washington
$491K -$7.07K -27 -2%
SAM
1094
Seelaus Asset Management
New Jersey
$491K +$478K +1,825 New
AB
1095
AT Bancorp
Iowa
$489K +$477K +1,821 New
OSNBOA
1096
Old Second National Bank of Aurora
Illinois
$484K
AF
1097
Allworth Financial
California
$480K -$44.3K -169 -9%
VFP
1098
Verus Financial Partners
Virginia
$477K -$20M -76,504 -88%
PC
1099
Peavine Capital
Nevada
$476K -$47.9K -183 -9%
CFA
1100
Capstone Financial Advisors
Illinois
$475K +$16.8K +64 +4%

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.