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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
WWM
1176
Windsor Wealth Management
Indiana
$325K +$317K +1,211 New
VST
1177
Van Strum & Towne
California
$324K
TBA
1178
Tower Bridge Advisors
Pennsylvania
$324K +$315K +1,204 New
ANTB
1179
AMG National Trust Bank
Colorado
$323K
FVCM
1180
F&V Capital Management
Florida
$323K +$314K +1,200 New
RAM
1181
Redmond Asset Management
Virginia
$322K +$97.2K +371 +45%
CSIA
1182
Charles Schwab Investment Advisory
California
$317K +$99K +378 +47%
AWA
1183
Acorn Wealth Advisors
Michigan
$317K +$301K +1,149 New
KJWM
1184
Kiley Juergens Wealth Management
Washington
$316K +$308K +1,178 New
AIM
1185
Avity Investment Management
Connecticut
$315K -$91.7K -350 -23%
CANC
1186
Culbertson A N & Co
Virginia
$305K +$297K +1,133 New
AWA
1187
ARS Wealth Advisors
Florida
$304K +$9.69K +37 +3%
CPC
1188
Congress Park Capital
New York
$303K +$295K +1,126 New
HFA
1189
Huber Financial Advisors
Illinois
$303K +$295K +1,126 New
CAL
1190
Capital Advisors Ltd
Ohio
$302K -$25.4K -97 -8%
GHAM
1191
Gilman Hill Asset Management
Connecticut
$302K
PTC
1192
Philadelphia Trust Company
Pennsylvania
$299K
LWS
1193
Lucia Wealth Services
California
$299K +$291K +1,113 New
CB
1194
CNB Bank
Pennsylvania
$299K +$292K +1,114 New
GC
1195
Garde Capital
Washington
$298K +$82.8K +316 +40%
TSS
1196
Two Sigma Securities
New York
$296K -$3.26M -12,448 -92%
LSAG
1197
Lake Street Advisors Group
New Hampshire
$296K +$288K +1,099 New
Renaissance Technologies
1198
Renaissance Technologies
New York
$296K +$288K +1,100 New
NB
1199
NBT Bank
New York
$293K
IAM
1200
Impax Asset Management
New Hampshire
$291K +$283K +1,082 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.