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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
TFO
126
Tarbox Family Office
California
$75.7M +$289K +1,102 +0.4%
AIG
127
American International Group
New York
$74.8M +$41.7M +159,200 +134%
TAM
128
Tiverton Asset Management
Delaware
$74.6M +$3.27M +12,500 +5%
RGIA
129
Rainier Group Investment Advisory
Washington
$74.6M +$2.16M +8,257 +3%
Axa
130
Axa
France
$74.6M +$262K +1,000 +0.4%
AII
131
AGF Investments Inc
Ontario, Canada
$73.1M +$5.24K +20 +0%
MFBTD
132
MB Financial Bank - Trust Department
Illinois
$73M +$2.66M +10,145 +4%
CA
133
Cetera Advisors
Colorado
$72.1M +$9.64M +36,812 +16%
SPC
134
Sigma Planning Corp
Michigan
$72M -$10.6M -40,331 -13%
BDF
135
Balasa Dinverno & Foltz
$70.2M -$660K -2,522 -1%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$69.8M +$65.6M +250,418 +2,765%
BFPW
137
BOK Financial Private Wealth
Colorado
$69.4M +$1.23M +4,701 +2%
FNBOH
138
First National Bank of Hutchinson
Kansas
$69M -$916K -3,497 -1%
FTIOP
139
Fiduciary Trust International of Pennsylvania
Pennsylvania
$67.2M -$105M -400,955 -62%
VCM
140
Verger Capital Management
North Carolina
$66.3M -$376K -1,436 -0.6%
Principal Financial Group
141
Principal Financial Group
Iowa
$64.8M +$27.4M +104,458 +77%
BSB
142
Bangor Savings Bank
Maine
$64.5M -$423K -1,616 -0.7%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$64.3M +$10.8M +41,081 +21%
PCIG
144
Partners Capital Investment Group
Massachusetts
$63.8M -$12.1M -46,362 -16%
CGI
145
Cougar Global Investments
Ontario, Canada
$63.5M -$2.48M -9,482 -4%
MA
146
MUFG Americas
New York
$62.6M +$1.02M +3,886 +2%
KA
147
Klingman & Associates
New York
$62.4M +$898K +3,428 +1%
DILIC
148
Dai-ichi Life Insurance Company
Japan
$61M
MCM
149
MAI Capital Management
Ohio
$60.8M +$2.55M +9,749 +5%
TIM
150
Tortoise Investment Management
New York
$59.8M -$642K -2,452 -1%

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.