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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
BCM
201
Brookstone Capital Management
Illinois
$31M +$30.5M +130,476 New
MTB
202
Mizuho Trust & Banking
Japan
$30.8M +$30.4M +130,000 New
SSB
203
Sandy Spring Bank
Maryland
$30.6M +$1.84M +7,872 +7%
SIM
204
Strategic Investment Management
Virginia
$30.5M
TCM
205
Twele Capital Management
Minnesota
$30.4M +$233K +995 +0.8%
MWP
206
Moller Wealth Partners
$30.1M -$545K -2,330 -2%
SIM
207
SSI Investment Management
California
$29.7M -$17.8M -76,155 -38%
CAN
208
Cetera Advisor Networks
California
$29.2M +$944K +4,035 +3%
BHWM
209
Bar Harbor Wealth Management
New Hampshire
$27.5M -$655K -2,799 -2%
WMA
210
White Mountains Advisors
Connecticut
$27.5M
CB
211
Commerce Bank
Missouri
$27.1M -$439K -1,878 -2%
EIM
212
ExxonMobil Investment Management
Texas
$27M +$18.6M +79,700 +235%
GT
213
Glenmede Trust
Pennsylvania
$26.8M -$72.3K -309 -0.3%
BAC
214
Boys Arnold & Co
North Carolina
$26.6M +$1.36M +5,826 +5%
AW
215
ACG Wealth
Georgia
$26.5M -$4.82M -20,613 -16%
SFS
216
Summit Financial Strategies
Ohio
$26.4M -$47.9K -205 -0.2%
OC
217
Oppenheimer & Co
New York
$26.3M +$588K +2,512 +2%
VFP
218
Verus Financial Partners
Virginia
$26M -$6.21M -26,569 -20%
Kayne Anderson Rudnick Investment Management
219
Kayne Anderson Rudnick Investment Management
California
$25.8M +$8.14M +34,781 +47%
CC
220
Chanos & Company
New York
$25.8M +$13.8M +59,144 +119%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$24.8M +$2.9M +12,384 +13%
GAG
222
GM Advisory Group
New York
$24.6M +$23.7M +101,425 +4,853%
EHPM
223
Emery Howard Portfolio Management
California
$24.5M +$277K +1,185 +1%
HNB
224
Huntington National Bank
Ohio
$24.5M
TCM
225
TD Capital Management
Tennessee
$24.4M +$573K +2,448 +2%

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.