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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
AMCA
1351
Arthur M. Cohen & Associates
Illinois
$423 +$440K +1,679 New
CCT
1352
Capital City Trust
Florida
$413
AWE
1353
Avidian Wealth Enterprises
Texas
$264 +$262 +1 +0.1%
SIM
1354
Sentry Investment Management
Wisconsin
-$214M -847,449 Closed
LWIC
1355
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M -757,750 Closed
GBBWRPM
1356
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$109M -431,121 Closed
XGI
1357
XL Group Investments
Bermuda
-$106M -418,397 Closed
Jane Street
1358
Jane Street
New York
-$56.1M -221,889 Closed
SIMM
1359
Stillwater Investment Management (Minnesota)
Minnesota
-$51.2M -202,436 Closed
HFS
1360
HL Financial Services
Kentucky
-$23.1M -91,206 Closed
Susquehanna International Group
1361
Susquehanna International Group
Pennsylvania
-$21.5M -82,101 Closed
TAT
1362
TD Ameritrade Trust
Colorado
-$18.3M -70,779 Closed
ICOA
1363
Investment Centers of America
North Dakota
-$17.4M -68,676 Closed
PP
1364
Prudential plc
United Kingdom
-$17.2M -67,900 Closed
JGC
1365
J. Goldman & Co
New York
-$9.36M -37,012 Closed
TRCT
1366
Tower Research Capital (TRC)
New York
-$2.44M -9,663 Closed
ACM
1367
Argent Capital Management
Missouri
-$1.75M -6,900 Closed
GS
1368
Girard Securities
California
-$876K -3,458 Closed
SIA
1369
Starfire Investment Advisers
Michigan
-$651K -2,576 Closed
PFO
1370
Pathstone Family Office
New Jersey
-$634K -2,505 Closed
PFA
1371
Pure Financial Advisors
California
-$619K -2,449 Closed
FAM
1372
Formidable Asset Management
Ohio
-$619K -2,448 Closed
CIS
1373
Connors Investor Services
Pennsylvania
-$487K -1,925 Closed
UWPG
1374
Ullmann Wealth Partners Group
Florida
-$350K -1,611 Closed
EIA
1375
Edgemoor Investment Advisors
Maryland
-$392K -1,550 Closed

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.