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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
1832 Asset Management
1251
1832 Asset Management
Ontario, Canada
$234K +$35.9K +137 +19%
GD
1252
Grandfield & Dodd
New York
$233K
CWM
1253
Circle Wealth Management
New Jersey
$233K +$2.1K +8 +0.9%
EAM
1254
Eagle Asset Management
Florida
$233K +$11K +42 +5%
ECAM
1255
East Coast Asset Management
Massachusetts
$231K -$30.6K -117 -4%
CAG
1256
Csenge Advisory Group
Florida
$230K +$224K +855 New
EIG
1257
Ellenbecker Investment Group
Wisconsin
$227K +$222K +846 New
BFS
1258
Bradley Foster & Sargent
Connecticut
$225K -$80.4K -307 -27%
FBA
1259
Front Barnett Associates
Illinois
$223K -$22.5K -86 -9%
GG
1260
Greenwood Gearhart
Arkansas
$222K -$23.6K -90 -10%
BPM
1261
Bowling Portfolio Management
Ohio
$221K
CAW
1262
Cornerstone Advisors (Washington)
Washington
$220K -$15.2K -58 -7%
SL
1263
Summitry LLC
California
$220K
LG
1264
Leuthold Group
Minnesota
$219K +$213K +813 New
BFO
1265
Biltmore Family Office
North Carolina
$218K +$212K +811 New
KFA
1266
Kays Financial Advisory
Georgia
$217K -$37.4K -143 -15%
MIM
1267
Marco Investment Management
Georgia
$216K
FC
1268
Forte Capital
New York
$216K +$211K +807 New
CRB
1269
Chad R. Baker
$215K
NCM
1270
Neumann Capital Management
California
$215K
Capital Fund Management (CFM)
1271
Capital Fund Management (CFM)
France
$213K -$5.42M -20,694 -96%
BFM
1272
Boston Financial Management
Massachusetts
$213K +$207K +791 New
FCIM
1273
Fairview Capital Investment Management
California
$212K +$207K +790 New
FC
1274
Ferris Capital
Massachusetts
$212K +$207K +790 New
RMCM
1275
Reynders McVeigh Capital Management
Massachusetts
$208K -$13.1K -50 -6%

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.