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iShares Core S&P 500 ETF

956 hedge funds and large institutions have $44.4B invested in iShares Core S&P 500 ETF in 2016 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 379 increasing their positions, 363 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

42% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $21.7M

11% more capital invested

Capital invested by funds: $40B → $44.4B (+$4.43B)

2% more funds holding

Funds holding: 936956 (+20)

2% more funds holding in top 10

Funds holding in top 10: 250254 (+4)

4% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 363

Holders
956
Holders Change
+20
Holders Change %
+2.14%
% of All Funds
25.43%
Holding in Top 10
254
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.6%
% of All Funds
6.76%
New
59
Increased
379
Reduced
363
Closed
27
Calls
$30.9M
Puts
$21.7M
Net Calls
+$9.2M
Net Calls Change
-$33.8M

IVV Hedge Fund Activity: Q3 2016 in Review

956 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2016, worth a combined $44.4B — up 11% from $40B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IVV positions and 27 closed out — a net gain of 32 holders — while 379 added to existing stakes and 363 trimmed.

The largest buyer was Northwestern Mutual Investment Management Company, adding an estimated $729M. The largest seller was Fidelity Investments, cutting an estimated $250M.

  • 956 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2016, up from 936 in Q2 2016.
  • Funds reported $44.4B of iShares Core S&P 500 ETF stock for Q3 2016, up 11% quarter-over-quarter.
  • 59 funds opened new iShares Core S&P 500 ETF positions in Q3 2016 and 27 closed out, a net change of +32 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q3 2016 was Northwestern Mutual Investment Management Company, an estimated $729M added.
  • The largest iShares Core S&P 500 ETF seller in Q3 2016 was Fidelity Investments, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2016.