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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
HWA
176
Heritage Wealth Advisors
Virginia
$52.8M -$986K -3,764 -2%
UBS AM
177
UBS AM
Illinois
$52.2M +$108K +411 +0.2%
MFS
178
McNamara Financial Services
Massachusetts
$52M -$714K -2,728 -1%
Northern Trust
179
Northern Trust
Illinois
$51.8M -$48.7K -186 -0.1%
FMWA
180
Forvis Mazars Wealth Advisors
Missouri
$50.1M -$927K -3,540 -2%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$49.3M +$2.25M +8,600 +5%
GC
182
Gilbert & Cook
Iowa
$48.7M +$793K +3,028 +2%
GWM
183
Geneos Wealth Management
Colorado
$48.7M +$6.91M +26,385 +17%
WA
184
Wealth Architects
California
$48.6M -$952K -3,637 -2%
MB
185
Mizuho Bank
Japan
$48.4M
GT
186
Glenview Trust
Kentucky
$48.1M -$71.5K -273 -0.2%
CIM
187
CIM Investment Management
Pennsylvania
$47.9M +$3.54M +13,536 +8%
FA
188
Fiducient Advisors
Illinois
$47M +$45.8M +174,743 New
ONB
189
Old National Bancorp
Indiana
$46.8M +$9.36M +35,726 +26%
WAM
190
Watermark Asset Management
California
$45.8M -$2.09M -7,982 -4%
HFBOT
191
Home Federal Bank of Tennessee
Tennessee
$45.7M +$58.9K +225 +0.1%
MWAC
192
Mariner Wealth Advisors (Cincinnati)
Ohio
$45.1M +$1.18M +4,489 +3%
CPO
193
Cerity Partners OCIO
New York
$44.7M -$179K -682 -0.4%
TLIC
194
Taiyo Life Insurance Company
Japan
$44.6M +$43.5M +166,000 New
CC
195
Courier Capital
New York
$44.6M +$57.4K +219 +0.1%
DADC
196
D.A. Davidson & Co
Montana
$44.3M +$1.53M +5,857 +4%
FWCM
197
Ferguson Wellman Capital Management
Oregon
$44M -$2.07M -7,888 -5%
BOH
198
Bank of Hawaii
Hawaii
$44M -$3.72M -14,210 -8%
JWM
199
Jackson Wealth Management
Florida
$43.7M -$24.2M -92,217 -37%
CWM
200
Cahaba Wealth Management
Georgia
$43.1M +$4.21M +16,077 +11%

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.