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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
PFM
201
Phillips Financial Management
Indiana
$42.9M -$322K -1,229 -0.8%
CI
202
Conning Inc
Connecticut
$41.7M
ASN
203
Advisory Services Network
Georgia
$41.7M +$4.78M +18,266 +13%
AI
204
Accredited Investors
Minnesota
$41.6M -$1.78M -6,795 -4%
SSB
205
Sandy Spring Bank
Maryland
$40.6M +$1.78M +6,806 +5%
BWP
206
BSW Wealth Partners
Colorado
$39.7M -$438K -1,674 -1%
JFA
207
JNBA Financial Advisors
Minnesota
$39.7M +$682K +2,604 +2%
FAAS
208
First Allied Advisory Services
California
$38.8M -$1.22M -4,643 -3%
SIM
209
SSI Investment Management
California
$38.6M +$2.31M +8,811 +7%
CFG
210
Citizens Financial Group
Rhode Island
$38.5M -$375K -1,431 -1%
GFP
211
Gryphon Financial Partners
Ohio
$38.4M +$37.4M +142,673 New
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$38.3M +$754K +2,879 +2%
PP
213
Pegasus Partners
Wisconsin
$38.2M +$9.13M +34,854 +33%
NA
214
Nottingham Advisors
New York
$38M +$49.8K +190 +0.1%
CAG
215
Crestwood Advisors Group
Massachusetts
$37.3M -$1.65M -6,283 -4%
RIA
216
Rocaton Investment Advisors
Connecticut
$36.3M +$35.3M +134,832 New
TCM
217
Twele Capital Management
Minnesota
$35.8M +$482K +1,841 +1%
CB
218
Community Bank
New York
$35.2M +$31.4K +120 +0.1%
NB
219
Northwest Bancshares
Pennsylvania
$35M +$34.1M +130,130 New
SIM
220
Strategic Investment Management
Virginia
$34.6M
HighTower Advisors
221
HighTower Advisors
Illinois
$34.5M -$21.4M -81,569 -39%
PAG
222
Private Advisor Group
New Jersey
$34.4M -$22.8M -87,134 -41%
ACM
223
Aviance Capital Management
Florida
$34.2M -$9.81M -37,456 -23%
MWP
224
Moller Wealth Partners
$34.2M +$325K +1,241 +1%
CAN
225
Cetera Advisor Networks
California
$34.1M +$837K +3,197 +3%

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.