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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
AWMS
1326
Advocacy Wealth Management Services
Georgia
$34K
PS
1327
Portfolio Strategies
New York
$31K +$30.6K +117 New
TA
1328
Townsend & Associates
Colorado
$28K +$27.8K +106 New
GTAM
1329
Global Trust Asset Management
Florida
$27K +$25.9K +99 New
FMTCOCP
1330
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26.9K
NPC
1331
National Planning Corporation
California
$21.3K -$25.1M -96,001 -100%
LGWM
1332
Litman Gregory Wealth Management
California
$19.4K +$1.58M +6,015 +9%
NC
1333
NewSquare Capital
Pennsylvania
$19K +$2.36K +9 +15%
THWM
1334
Taylor Hoffman Wealth Management
Virginia
$19K +$18.9K +72 New
SAM
1335
Shamrock Asset Management
Texas
$18K +$262 +1 +1%
PFSC
1336
Peoples Financial Services Corp
Pennsylvania
$16K +$16K +61 New
LWA
1337
Lowe Wealth Advisors
Maryland
$15K
TCM
1338
Tradewinds Capital Management
Washington
$15K
WC
1339
Whitnell & Co
Illinois
$14K
MAM
1340
Meeder Asset Management
Ohio
$11K
WIM
1341
Westside Investment Management
California
$7.18K +$262 +1 +4%
TSW
1342
Thompson Siegel & Walmsley
Virginia
$7K
PCG
1343
Private Capital Group
Connecticut
$5.42K +$5.28M +20,143 New
SA
1344
SRH Advisors
Kansas
$4K
BWA
1345
Burt Wealth Advisors
Maryland
$3K
HS
1346
Horan Securities
United States
$3K +$2.62K +10 New
IP
1347
Isthmus Partners
Wisconsin
$2K +$2.1K +8 New
HIIFS
1348
Harel Insurance Investments & Financial Services
Israel
$1K -$1.15M -4,396 -100%
CA
1349
Centerpoint Advisors
Massachusetts
$1K +$786 +3 New
Kovitz Investment Group Partners
1350
Kovitz Investment Group Partners
Illinois
$435 +$424K +1,618 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.