iShares Core S&P 500 ETF
IVV
1,164 hedge funds and large institutions have $80.8B invested in iShares Core S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 520 increasing their positions, 403 reducing their positions, and 42 closing their positions.
243% more call options, than puts
Call options by funds: $33.9M | Put options by funds: $9.9M
83% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 42
29% more repeat investments, than reductions
Existing positions increased: 520 | Existing positions reduced: 403
15% more capital invested
Capital invested by funds: $70.3B → $80.8B (+$10.5B)
3.22% more ownership
Funds ownership: 60.87% → 64.09% (+3.2%)
2% more funds holding
Funds holding: 1,141 → 1,164 (+23)
1% more funds holding in top 10
Funds holding in top 10: 340 → 342 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.41B |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.12B |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.11B |
| 4 |
BlackRock
New York
|
+$822M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$818M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Alleghany Corporation
New York
|
-$175M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$158M |
| 3 |
BOI
Bank of Italy
Rome,
Italy
|
-$104M |
| 4 |
DCC
Dow Chemical Company
Midland,
Michigan
|
-$101M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$84.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
1201
CFO4Life Group
Coppell,
Texas
| – | -$205K | -842 | Closed |
|
|
FC
1202
Ferris Capital
Marlborough,
Massachusetts
| – | -$192K | -790 | Closed |
|
|
MLFP
1203
MPS Loria Financial Planners
Burr Ridge,
Illinois
| – | -$136K | -548 | Closed |
|
1204
Simplex Trading
Chicago,
Illinois
| – | -$51K | -211 | Closed |
|
|
ACM
1205
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$24K | -102 | Closed |
|
|
BCMIO
1206
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$9K | -35 | Closed |
|
|
SFPIA
1207
Stevens First Principles Investment Advisors
Newport Beach,
California
| – | -$1K | -4 | Closed |
|
IVV Hedge Fund Activity: Q3 2017 in Review
1,164 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2017, worth a combined $80.8B — up 15% from $70.3B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new IVV positions and 42 closed out — a net gain of 35 holders — while 520 added to existing stakes and 403 trimmed.
The largest buyer was Bank of America, adding an estimated $1.41B. The largest seller was Alleghany Corporation, exiting entirely with an estimated $175M sold.
- 1,164 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2017, up from 1,141 in Q2 2017.
- Funds reported $80.8B of iShares Core S&P 500 ETF stock for Q3 2017, up 15% quarter-over-quarter.
- 77 funds opened new iShares Core S&P 500 ETF positions in Q3 2017 and 42 closed out, a net change of +35 holders.
- The largest iShares Core S&P 500 ETF buyer in Q3 2017 was Bank of America, an estimated $1.41B added.
- The largest iShares Core S&P 500 ETF seller in Q3 2017 was Alleghany Corporation, an estimated $175M sold.
Based on aggregated 13F filings for Q3 2017.