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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
BI
1276
Bredin Investment
Delaware
$207K +$200K +765 New
YP
1277
Yellowstone Partners
Idaho
$206K +$201K +767 New
CT
1278
CMT Trading
Illinois
$204K -$105K -401 -35%
LCM
1279
Liberty Capital Management
Michigan
$203K -$1.1M -4,200 -85%
HFA
1280
HC Financial Advisors
California
$202K +$197K +751 New
HTHT
1281
Hemenway Trust Hemenway Trust
New Hampshire
$201K +$196K +748 New
WF
1282
WealthTrust Fairport
Ohio
$201K +$196K +748 New
WEC
1283
Winslow Evans & Crocker
Massachusetts
$200K +$12.6K +48 +7%
WIC
1284
Woodmont Investment Counsel
Tennessee
$200K -$19.6K -75 -9%
PCM
1285
Perritt Capital Management
Illinois
$200K +$195K +745 New
ANBT
1286
American National Bank & Trust
Texas
$195K
SFFS
1287
Stonehage Fleming Financial Services
Jersey
$194K
RAM
1288
Riggs Asset Management
Pennsylvania
$186K
SWM
1289
SeaCrest Wealth Management
New York
$180K +$175K +670 New
JCM
1290
Jacobi Capital Management
Pennsylvania
$177K -$32.7K -125 -16%
CHP
1291
Cable Hill Partners
Oregon
$175K +$5.24K +20 +3%
FPB
1292
First PREMIER Bank
South Dakota
$174K
FPS
1293
Fieldpoint Private Securities
Connecticut
$172K +$42.2K +161 +34%
PCIA
1294
Prime Capital Investment Advisors
Kansas
$170K +$166K +632 New
ME
1295
McIlrath & Eck
Washington
$165K +$161K +615 New
NSB
1296
Norway Savings Bank
Maine
$161K
AWM
1297
AllSquare Wealth Management
New York
$155K
NL
1298
NVWM LLC
Pennsylvania
$154K +$150K +573 New
CJA
1299
C-J Advisory
California
$144K +$1.57K +6 +1%
EWM
1300
Edge Wealth Management
New York
$140K

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.