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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
AIM
176
Astor Investment Management
Illinois
$40.3M -$22.4M -95,945 -36%
GC
177
Gilbert & Cook
Iowa
$39.3M +$2.46M +10,506 +7%
HFBOT
178
Home Federal Bank of Tennessee
Tennessee
$39M -$32K -137 -0.1%
MWAC
179
Mariner Wealth Advisors (Cincinnati)
Ohio
$38.9M +$1.45M +6,206 +4%
AL
180
Aspiriant LLC
California
$38.2M -$3.96M -16,941 -10%
Geode Capital Management
181
Geode Capital Management
Massachusetts
$38.2M
GIA
182
Gateway Investment Advisers
Ohio
$37.4M +$22M +94,135 +148%
MCM
183
Makena Capital Management
California
$37.1M -$16.1M -68,940 -31%
FA
184
FDx Advisors
Illinois
$37M +$5.44M +23,271 +18%
DADC
185
D.A. Davidson & Co
Montana
$36.9M -$3.48M -14,895 -9%
CI
186
Conning Inc
Connecticut
$36.7M +$190K +813 +0.5%
CFG
187
Citizens Financial Group
Rhode Island
$36.4M -$2.72M -11,632 -7%
PFM
188
Phillips Financial Management
Indiana
$35.7M -$26.9K -115 -0.1%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$35.6M +$308K +1,317 +0.9%
GFPC
190
Global Financial Private Capital
Florida
$35.4M +$34.9M +149,027 New
PP
191
Palladium Partners
Virginia
$34.9M +$1.58M +6,750 +5%
CAG
192
Crestwood Advisors Group
Massachusetts
$34.7M -$2.2M -9,402 -6%
PP
193
Prudential plc
United Kingdom
$34.3M -$108M -462,900 -76%
NA
194
Nottingham Advisors
New York
$34M +$9.82K +42 +0%
AI
195
Atria Investments
North Carolina
$34M +$6.14M +26,263 +22%
HFS
196
HL Financial Services
Kentucky
$33.9M -$13.5M -57,596 -29%
BWP
197
BSW Wealth Partners
Colorado
$33.8M -$259K -1,107 -0.8%
MFIMFI
198
Mesirow Financial Investment Management - Fixed Income
Illinois
$33.2M +$32.7M +139,790 New
BOCM
199
Bontempo Ohly Capital Management
Maryland
$32.1M -$1.72M -7,333 -5%
CB
200
Community Bank
New York
$31M

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.