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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
CWA
1151
Cypress Wealth Advisors
California
$365K -$110K -420 -24%
AIS
1152
American Investment Services
Massachusetts
$365K +$2.88K +11 +0.8%
MBTD
1153
Mechanics Bank - Trust Department
California
$364K
WIA
1154
Westbourne Investment Advisors
Maryland
$364K
PO
1155
Private Ocean
California
$363K +$1.57K +6 +0.4%
BFA
1156
Bragg Financial Advisors
North Carolina
$363K +$53.7K +205 +18%
I2I
1157
Insight 2811 Inc
Illinois
$359K +$46.9K +179 +15%
WCM
1158
Whitener Capital Management
North Carolina
$358K +$349K +1,334 New
GC
1159
Gibson Capital
Pennsylvania
$357K -$141K -540 -29%
MBT
1160
Monroe Bank & Trust
Michigan
$355K
AHC
1161
Adell Harriman & Carpenter
Texas
$354K +$78.6K +300 +30%
SP
1162
Successful Portfolios
Florida
$351K +$342K +1,306 New
SCM
1163
SOL Capital Management
Maryland
$349K
CHA
1164
Carmichael Hill & Associates
Maryland
$349K +$340K +1,298 New
BIA
1165
BHK Investment Advisors
Alabama
$348K +$339K +1,295 New
WDL
1166
Well Done LLC
Michigan
$347K -$2.1K -8 -0.6%
AFA
1167
Aurora Financial Advisors
Massachusetts
$344K +$335K +1,281 New
KSA
1168
Ken Stern & Associates
California
$340K +$33K +126 +11%
HPC
1169
HM Payson & Co
Maine
$340K +$122K +465 +58%
SWA
1170
Sutton Wealth Advisors
Florida
$336K +$169K +647 +107%
NP
1171
NorthRock Partners
Minnesota
$333K -$114K -437 -26%
GWS
1172
Glassman Wealth Services
Virginia
$328K -$31.4K -120 -9%
MM
1173
Main Management
California
$327K
HCM
1174
Hengehold Capital Management
Ohio
$327K +$19.4K +74 +6%
FMW
1175
Farr Miller & Washington
District of Columbia
$325K +$3.14K +12 +1%

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.