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iShares Core S&P 500 ETF

1,102 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $12.2M

89% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 54

36% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 359

14% more capital invested

Capital invested by funds: $51.2B → $58.4B (+$7.24B)

5% more funds holding in top 10

Funds holding in top 10: 299314 (+15)

3% more funds holding

Funds holding: 1,0681,102 (+34)

1.26% more ownership

Funds ownership: 56.12%57.39% (+1.3%)

Holders
1,102
Holders Change
+34
Holders Change %
+3.18%
% of All Funds
27.43%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.81%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenview Trust
Kentucky
$45.6M +$3.16M +13,530 +8%
PA
152
Parallel Advisors
California
$45.4M -$530K -2,268 -1%
WAM
153
Wealthspire Advisors (Maryland)
Maryland
$45.3M +$565K +2,415 +1%
BOH
154
Bank of Hawaii
Hawaii
$44.8M +$44.1M +188,615 New
DC
155
Deere & Company
Illinois
$44.3M -$1.96M -8,375 -4%
Barclays
156
Barclays
United Kingdom
$44.3M -$2.01M -8,613 -4%
GI
157
Gradient Investments
Minnesota
$44M -$207M -886,655 -83%
CWM
158
Calamos Wealth Management
Illinois
$43.6M +$8.87M +37,921 +26%
Two Sigma Investments
159
Two Sigma Investments
New York
$43.6M +$43M +183,700 New
Allianz Asset Management
160
Allianz Asset Management
Germany
$43.5M +$23.5M +100,549 +121%
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$43.4M +$5.63M +24,055 +15%
AI
162
Accredited Investors
Minnesota
$43.3M -$824K -3,521 -2%
FTIOP
163
Fiduciary Trust International of Pennsylvania
Pennsylvania
$43.2M +$5.12M +21,886 +14%
HighTower Advisors
164
HighTower Advisors
Illinois
$43.1M +$2.37M +10,117 +6%
WAM
165
Watermark Asset Management
California
$42.8M +$42.2M +180,446 New
MA
166
MUFG Americas
New York
$42.4M +$797K +3,407 +2%
MCM
167
MAI Capital Management
Ohio
$42.4M +$5.93M +25,332 +17%
FWCM
168
Ferguson Wellman Capital Management
Oregon
$42.2M -$795K -3,399 -2%
BA
169
Bridgewater Associates
Connecticut
$41.5M
CA
170
Cetera Advisors
Colorado
$41.5M +$7.65M +32,698 +23%
CS
171
Comerica Securities
Michigan
$41M +$40.4M +172,813 New
Northern Trust
172
Northern Trust
Illinois
$40.8M -$2.28M -9,741 -5%
VFA
173
Voya Financial Advisors
Connecticut
$40.6M +$6.99M +29,888 +21%
PAG
174
Private Advisor Group
New Jersey
$40.6M +$39.6M +169,146 +113%
CC
175
Courier Capital
New York
$40.3M -$238K -1,017 -0.6%

IVV Hedge Fund Activity: Q1 2017 in Review

1,102 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2017, worth a combined $58.4B — up 14% from $51.2B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IVV positions and 54 closed out — a net gain of 48 holders — while 488 added to existing stakes and 359 trimmed.

The largest buyer was BlackRock, adding an estimated $3.64B. The largest seller was Northwestern Mutual Investment Management Company, cutting an estimated $697M.

  • 1,102 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2017, up from 1,068 in Q4 2016.
  • Funds reported $58.4B of iShares Core S&P 500 ETF stock for Q1 2017, up 14% quarter-over-quarter.
  • 102 funds opened new iShares Core S&P 500 ETF positions in Q1 2017 and 54 closed out, a net change of +48 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2017 was BlackRock, an estimated $3.64B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2017 was Northwestern Mutual Investment Management Company, an estimated $697M sold.

Based on aggregated 13F filings for Q1 2017.