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iShares Core S&P 500 ETF

1,141 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $6.84M

158% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 33

51% more repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 349

20% more capital invested

Capital invested by funds: $58.4B → $70.3B (+$11.9B)

8% more funds holding in top 10

Funds holding in top 10: 314340 (+26)

4% more funds holding

Funds holding: 1,1011,141 (+40)

3.48% more ownership

Funds ownership: 57.39%60.87% (+3.5%)

Holders
1,141
Holders Change
+40
Holders Change %
+3.63%
% of All Funds
28.45%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.48%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1151
L.J. Altfest & Co
New York
-$1.55M -6,528 Closed
HIM
1152
Hanlon Investment Management
New Jersey
-$1.14M -4,816 Closed
WIC
1153
Woodmont Investment Counsel
Tennessee
-$914K -4,061 Closed
TW
1154
Transform Wealth
Colorado
-$589K -2,483 Closed
BCP
1155
Berkeley Capital Partners
Georgia
-$376K -1,583 Closed
CAM
1156
Crestone Asset Management
Colorado
-$359K -1,515 Closed
SWM
1157
Stockman Wealth Management
Montana
-$340K -1,432 Closed
WCM
1158
Weik Capital Management
Pennsylvania
-$285K -1,200 Closed
Kovitz Investment Group Partners
1159
Kovitz Investment Group Partners
Illinois
-$268K -1,130 Closed
CW
1160
Cabot-Wellington
Massachusetts
-$235K -1,045 Closed
FC
1161
Forte Capital
New York
-$241K -1,016 Closed
WSCM
1162
Wellington Shields Capital Management
New York
-$237K -1,000 Closed
SC
1163
Searle & Co
Connecticut
-$225K -950 Closed
TCM
1164
Texan Capital Management
Texas
-$206K -868 Closed
ACS
1165
Archford Capital Strategies
Illinois
-$172K -724 Closed
AWM
1166
AllSquare Wealth Management
New York
-$136K -575 Closed
MAS
1167
Madden Advisory Services
Florida
-$117K -497 Closed
HCA
1168
Harbour Capital Advisors
Virginia
-$79K -333 Closed
FPS
1169
Fieldpoint Private Securities
Connecticut
-$78K -328 Closed
VWM
1170
Valley Wealth Managers
New Jersey
-$62K -260 Closed
AA
1171
Apriem Advisors
California
-$49K -205 Closed
LWA
1172
Lenox Wealth Advisors
New York
-$34K -145 Closed
AFIA
1173
America First Investment Advisors
Nebraska
-$9K -37 Closed

IVV Hedge Fund Activity: Q2 2017 in Review

1,141 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2017, worth a combined $70.3B — up 20% from $58.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IVV positions and 33 closed out — a net gain of 52 holders — while 528 added to existing stakes and 349 trimmed.

The largest buyer was Bank of America, adding an estimated $2.16B. The largest seller was Schroder Investment Management Group, cutting an estimated $1.12B.

  • 1,141 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2017, up from 1,101 in Q1 2017.
  • Funds reported $70.3B of iShares Core S&P 500 ETF stock for Q2 2017, up 20% quarter-over-quarter.
  • 85 funds opened new iShares Core S&P 500 ETF positions in Q2 2017 and 33 closed out, a net change of +52 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2017 was Bank of America, an estimated $2.16B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2017 was Schroder Investment Management Group, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2017.