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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
BHTS
1126
Bar Harbor Trust Services
Maine
-$701K -3,116 Closed
PCA
1127
Personal Capital Advisors
California
-$647K -2,876 Closed
OI
1128
Oakbrook Investments
Illinois
-$589K -2,620 Closed
BP
1129
BBR Partners
New York
-$580K -2,577 Closed
PCM
1130
Pointe Capital Management
Michigan
-$559K -2,483 Closed
APCM
1131
Alaska Permanent Capital Management
Alaska
-$521K -2,318 Closed
TCM
1132
Tran Capital Management
California
-$506K -2,248 Closed
VKH
1133
Virtu KCG Holdings
New York
-$491K -2,181 Closed
SNBOSD
1134
Security National Bank of So Dak
Iowa
-$454K -2,020 Closed
MTWSIF
1135
Mivtachim The Workers Social Insurance Fund
Israel
-$447K -1,985 Closed
CM
1136
Capital Management
Virginia
-$383K -1,701 Closed
IT
1137
Independence Trust
Tennessee
-$382K -1,700 Closed
PIM
1138
Parasol Investment Management
Illinois
-$362K -1,610 Closed
PI
1139
PHH Investments
Texas
-$344K -1,490 Closed
LRPA
1140
L. Roy Papp & Associates
Arizona
-$320K -1,421 Closed
BCM
1141
Bayesian Capital Management
New York
-$306K -1,362 Closed
MC
1142
Matisse Capital
Oregon
-$271K -1,205 Closed
CRB
1143
Chad R. Baker
-$256K -1,140 Closed
HPC
1144
HM Payson & Co
Maine
-$222K -985 Closed
CM
1145
Churchill Management
California
-$215K -954 Closed
FTI
1146
Fiduciary Trust International
Massachusetts
-$211K -940 Closed
ACM
1147
Alta Capital Management
Utah
-$210K -935 Closed
BFC
1148
Blue Fin Capital
Rhode Island
-$208K -925 Closed
MML Investors Services
1149
MML Investors Services
Massachusetts
-$206K -918 Closed
Victory Capital Management
1150
Victory Capital Management
Texas
-$188K -834 Closed

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.