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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
AWA
1226
Artemis Wealth Advisors
New York
$255K -$406K -1,550 -62%
SC
1227
Searle & Co
Connecticut
$255K
DSAM
1228
Dock Street Asset Management
Florida
$254K
OBWP
1229
O'Brien Wealth Partners
Massachusetts
$253K
CSIC
1230
Clifford Swan Investment Counsel
California
$251K
CCMD
1231
Cypress Capital Management (Delaware)
Delaware
$251K
FCH
1232
Freestone Capital Holdings
Washington
$250K +$244K +931 New
Members Trust
1233
Members Trust
Florida
$249K -$13.6K -52 -5%
WA
1234
WealthTrust Axiom
Pennsylvania
$247K
FANJ
1235
Financial Architects (New Jersey)
New Jersey
$245K +$21.7K +83 +10%
MC
1236
Moors & Cabot
Massachusetts
$243K -$52.1K -199 -18%
FA
1237
Fortis Advisors
Pennsylvania
$242K -$62.1K -237 -21%
RCG
1238
Ruggie Capital Group
Florida
$242K -$22.8K -87 -9%
FFWA
1239
FRG Family Wealth Advisors
Washington
$242K
ACM
1240
Advisors Capital Management
New Jersey
$242K +$236K +900 New
BWFA
1241
Baltimore-Washington Financial Advisors
Maryland
$242K +$236K +902 New
EDRH
1242
Edmond de Rothschild Holding
Switzerland
$241K -$157K -600 -40%
BIG
1243
Bellwether Investment Group
Tennessee
$241K
HIMC
1244
Heritage Investors Management Corp
Maryland
$241K
RFWA
1245
RPg Family Wealth Advisory
Massachusetts
$240K -$19.6K -75 -8%
IC
1246
Investment Counsel
Michigan
$239K
NCM
1247
Northwest Capital Management
Oregon
$236K +$230K +879 New
CG
1248
Corundum Group
Colorado
$235K
SHA
1249
Seneca House Advisors
Virginia
$235K +$229K +873 New
PS
1250
Portfolio Solutions
Michigan
$234K -$41.9K -160 -16%

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.