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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
RFA
1126
Reilly Financial Advisors
California
$419K +$262 +1 +0.1%
IC
1127
InterOcean Capital
Illinois
$418K +$41.1K +157 +11%
AC
1128
Alexandria Capital
Virginia
$413K +$174K +665 +76%
LNWWM
1129
Laird Norton Wetherby Wealth Management
California
$410K -$2.88K -11 -0.7%
VWM
1130
Valley Wealth Managers
New Jersey
$410K -$2.62K -10 -0.7%
HCM
1131
HM Capital Management
Missouri
$404K
CA
1132
Cumberland Advisors
Florida
$402K -$22.3K -85 -5%
BRC
1133
Bell Rock Capital
Delaware
$400K +$17K +65 +5%
LRIA
1134
Leonard Rickey Investment Advisors
Washington
$400K +$389K +1,486 New
LRIC
1135
Long Road Investment Counsel
Michigan
$399K -$58.1K -222 -13%
TTWM
1136
TCV Trust & Wealth Management
Virginia
$396K -$149K -569 -28%
LS
1137
Lattice Strategies
Pennsylvania
$396K
UFF
1138
USA Financial Formulas
Michigan
$393K +$383K +1,463 New
CCG
1139
Chatham Capital Group
Georgia
$390K -$26.2K -100 -6%
MMG
1140
Monetary Management Group
Missouri
$390K
MWM
1141
Meridian Wealth Management
Kentucky
$389K +$1.05K +4 +0.3%
BFO
1142
Boston Family Office
Massachusetts
$386K +$140K +533 +59%
PI
1143
PHH Investments
Texas
$385K +$16.2K +62 +5%
NEGWA
1144
New England Guild Wealth Advisors
Connecticut
$385K +$375K +1,433 New
TCOO
1145
Trust Company of Oklahoma
Oklahoma
$383K
AWM
1146
Altium Wealth Management
New York
$379K +$369K +1,409 New
CAMG
1147
CWA Asset Management Group
Florida
$377K +$368K +1,404 New
IA
1148
Independence Advisors
Pennsylvania
$373K -$14.1K -54 -4%
HS
1149
Huntington Steele
Pennsylvania
$367K +$524 +2 +0.1%
Mackenzie Financial
1150
Mackenzie Financial
Ontario, Canada
$366K +$357K +1,363 New

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.