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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
HCM
1101
Horan Capital Management
Maryland
$467K -$17.8K -68 -4%
CA
1102
Cambridge Advisors
Nebraska
$466K +$2.36K +9 +0.5%
OA
1103
Outfitter Advisors
Virginia
$465K
MCM
1104
Mengis Capital Management
Oregon
$464K
KP
1105
Keel Point
Alabama
$460K +$262 +1 +0.1%
HDIM
1106
Hanson & Doremus Investment Management
Vermont
$457K
AIA
1107
Armor Investment Advisors
North Carolina
$455K -$5.24K -20 -1%
JSA
1108
Jacobson & Schmitt Advisors
Wisconsin
$455K +$41.1K +157 +10%
ATFA
1109
All Terrain Financial Advisors
Minnesota
$454K +$442K +1,687 New
TIA
1110
Tiemann Investment Advisors
California
$450K +$39.8K +152 +10%
VCM
1111
Versant Capital Management
Arizona
$443K +$280K +1,070 +184%
BIAS
1112
Beacon Investment Advisory Services
New Jersey
$437K -$324K -1,236 -43%
MC
1113
Mathes Company
New York
$437K
JWA
1114
JFS Wealth Advisors
Pennsylvania
$437K +$161K +615 +61%
Verition Fund Management
1115
Verition Fund Management
Connecticut
$435K -$593K -2,265 -58%
ACM
1116
Alpha Capital Management
Texas
$435K +$423K +1,617 New
CIC
1117
Cornercap Investment Counsel
Georgia
$434K -$65.7K -251 -13%
CF
1118
Copperwynd Financial
Arizona
$434K +$423K +1,616 New
PGWM
1119
Parisi Gray Wealth Management
New Jersey
$433K +$419K +1,600 New
AAC
1120
Asset Advisors Corp
Georgia
$432K
LDB
1121
Lee, Danner & Bass
Tennessee
$428K -$3.67K -14 -0.9%
CCG
1122
Cypress Capital Group
Florida
$428K
BBA
1123
BLB&B Advisors
Pennsylvania
$424K +$139K +530 +51%
LRPA
1124
L. Roy Papp & Associates
Arizona
$421K +$410K +1,565 New
LIA
1125
LS Investment Advisors
Michigan
$419K

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.