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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
CHC
1301
City Holding Co
West Virginia
$139K
SIS
1302
Sound Income Strategies
Florida
$133K +$130K +498 New
BAM
1303
Barrett Asset Management
New York
$124K +$39.3K +150 +48%
CPA
1304
Clear Perspective Advisors
Illinois
$120K
RFM
1305
Royal Fund Management
Florida
$111K -$5.76K -22 -5%
VNA
1306
Valley National Advisers
Pennsylvania
$108K
FM
1307
Forward Management
California
$105K +$13.1K +50 +15%
AP
1308
Atwood & Palmer
Missouri
$104K
RBC
1309
Roble Belko & Company
Pennsylvania
$104K
DPA
1310
Delphi Private Advisors
California
$92K -$10.5K -40 -10%
AIS
1311
AlphaOne Investment Services
Pennsylvania
$91K +$31.4K +120 +55%
WAS
1312
Winch Advisory Services
Wisconsin
$86K +$786 +3 +0.9%
YWP
1313
YorkBridge Wealth Partners
New York
$85K -$11.8K -45 -12%
CMO
1314
Covenant Multifamily Offices
Texas
$75K +$73.3K +280 New
SIM
1315
Sonora Investment Management
Arizona
$74.7K
MCM
1316
Manchester Capital Management
Vermont
$74K +$16.8K +64 +30%
MPPLM
1317
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$66K +$64.4K +246 New
AIM
1318
Anchor Investment Management
South Carolina
$60.5K
FRA
1319
Front Row Advisors
California
$58K +$56.6K +216 New
SWMG
1320
Signature Wealth Management Group
Georgia
$57K +$55.3K +211 New
AIS
1321
Accurate Investment Solutions
Pennsylvania
$55K -$3.51M -13,385 -99%
UOTTAIMCU
1322
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44K +$42.4K +162 New
PCTC
1323
Perkins Coie Trust Company
Washington
$40K
HR
1324
Howe & Rusling
New York
$39K +$38K +145 New
CWM
1325
Catamount Wealth Management
Connecticut
$35K +$34.3K +131 New

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.