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iShares Core S&P 500 ETF

1,102 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $12.2M

89% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 54

36% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 359

14% more capital invested

Capital invested by funds: $51.2B → $58.4B (+$7.24B)

5% more funds holding in top 10

Funds holding in top 10: 299314 (+15)

3% more funds holding

Funds holding: 1,0681,102 (+34)

1.26% more ownership

Funds ownership: 56.12%57.39% (+1.3%)

Holders
1,102
Holders Change
+34
Holders Change %
+3.18%
% of All Funds
27.43%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.81%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
101
Linscomb Wealth
Texas
$78.6M -$729K -3,117 -0.9%
AssetMark Inc
102
AssetMark Inc
California
$78.5M +$44.4M +190,015 +135%
PCIG
103
Partners Capital Investment Group
Massachusetts
$76M +$6.79M +29,029 +10%
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$74.1M -$101M -433,717 -58%
GWM
105
Geneos Wealth Management
Colorado
$70.8M +$53.8M +230,164 +337%
RGIA
106
Rainier Group Investment Advisory
Washington
$69.5M -$5.25M -22,430 -7%
VCM
107
Verger Capital Management
North Carolina
$69M -$15.1M -64,545 -18%
ACM
108
Aviance Capital Management
Florida
$66.5M -$31.5M -134,733 -32%
Axa
109
Axa
France
$65.9M -$1.22M -5,199 -2%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$65.8M +$1.49M +6,365 +2%
TCT
111
TIAA CREF Trust
Missouri
$64.7M +$6.9M +29,506 +12%
MIH
112
Madison Investment Holdings
Wisconsin
$64.7M +$4.05M +17,316 +7%
BDF
113
Balasa Dinverno & Foltz
$64.1M -$2.11M -9,008 -3%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$63.9M -$5.56M -23,774 -8%
CAL
115
Capital Analysts LLC
Pennsylvania
$62.9M +$57.2M +244,375 +1,176%
TAM
116
Tiverton Asset Management
Delaware
$62.9M +$62M +265,000 New
MIAN
117
Mariner Independent Advisor Network
Kansas
$62.7M +$58.9M +251,769 +2,029%
Stifel Financial
118
Stifel Financial
Missouri
$60.4M +$39M +166,628 +190%
CPO
119
Cerity Partners OCIO
New York
$59.8M -$3.12M -13,360 -5%
BFPW
120
BOK Financial Private Wealth
Colorado
$59.6M -$764K -3,265 -1%
MFBTD
121
MB Financial Bank - Trust Department
Illinois
$59.4M +$28.8M +123,297 +97%
TFO
122
Tarbox Family Office
California
$57.7M +$1.91M +8,169 +3%
FNBOH
123
First National Bank of Hutchinson
Kansas
$57.7M +$1.46M +6,245 +3%
USAA
124
United Services Automobile Association
Texas
$55.8M +$18.2M +77,700 +49%
JWM
125
Janiczek Wealth Management
Colorado
$55.5M -$62.3M -266,365 -53%

IVV Hedge Fund Activity: Q1 2017 in Review

1,102 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2017, worth a combined $58.4B — up 14% from $51.2B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IVV positions and 54 closed out — a net gain of 48 holders — while 488 added to existing stakes and 359 trimmed.

The largest buyer was BlackRock, adding an estimated $3.64B. The largest seller was Northwestern Mutual Investment Management Company, cutting an estimated $697M.

  • 1,102 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2017, up from 1,068 in Q4 2016.
  • Funds reported $58.4B of iShares Core S&P 500 ETF stock for Q1 2017, up 14% quarter-over-quarter.
  • 102 funds opened new iShares Core S&P 500 ETF positions in Q1 2017 and 54 closed out, a net change of +48 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2017 was BlackRock, an estimated $3.64B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2017 was Northwestern Mutual Investment Management Company, an estimated $697M sold.

Based on aggregated 13F filings for Q1 2017.