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iShares Core S&P 500 ETF

1,068 hedge funds and large institutions have $51.1B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 513 increasing their positions, 269 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 34

231% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $8.67M

91% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 269

18% more funds holding in top 10

Funds holding in top 10: 254300 (+46)

15% more capital invested

Capital invested by funds: $44.4B → $51.1B (+$6.74B)

12% more funds holding

Funds holding: 9561,068 (+112)

0.28% more ownership

Funds ownership: 55.84%56.13% (+0.28%)

Holders
1,068
Holders Change
+112
Holders Change %
+11.72%
% of All Funds
26.65%
Holding in Top 10
300
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.11%
% of All Funds
7.49%
New
160
Increased
513
Reduced
269
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M

IVV Hedge Fund Activity: Q4 2016 in Review

1,068 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2016, worth a combined $51.1B — up 15% from $44.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new IVV positions and 34 closed out — a net gain of 126 holders — while 513 added to existing stakes and 269 trimmed.

The largest buyer was Asset Management One, opening a new position worth an estimated $669M. The largest seller was Mizuho Trust & Banking, exiting entirely with an estimated $662M sold.

  • 1,068 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2016, up from 956 in Q3 2016.
  • Funds reported $51.1B of iShares Core S&P 500 ETF stock for Q4 2016, up 15% quarter-over-quarter.
  • 160 funds opened new iShares Core S&P 500 ETF positions in Q4 2016 and 34 closed out, a net change of +126 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q4 2016 was Asset Management One, an estimated $669M added.
  • The largest iShares Core S&P 500 ETF seller in Q4 2016 was Mizuho Trust & Banking, an estimated $662M sold.

Based on aggregated 13F filings for Q4 2016.