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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
BlackRock
1
BlackRock
New York
$8.6B +$3.64B +15,568,162 +75%
Wells Fargo
2
Wells Fargo
California
$3.8B +$1.06B +4,511,742 +39%
Bank of America
3
Bank of America
North Carolina
$3.08B +$54.5M +233,082 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.78B +$338M +1,445,287 +24%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.48B +$18M +77,108 +1%
Morgan Stanley
6
Morgan Stanley
New York
$1.34B +$302M +1,290,785 +30%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.32B +$346M +1,478,737 +36%
Creative Planning
8
Creative Planning
Kansas
$1.28B +$132M +562,247 +12%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$1.21B +$1.04B +4,447,252 +671%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.2B +$256M +1,095,663 +28%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.15B -$62.7M -268,000 -5%
BOI
12
Bank of Italy
Italy
$1.03B
PPA
13
Parametric Portfolio Associates
Washington
$1B +$259M +1,107,861 +35%
QI
14
QS Investors
New York
$927M +$54.5M +232,894 +6%
NB
15
Norinchukin Bank
Japan
$864M
KeyBank National Association
16
KeyBank National Association
Ohio
$776M +$51M +217,990 +7%
Asset Management One
17
Asset Management One
Japan
$725M +$2.35M +10,050 +0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$695M +$25.7M +109,903 +4%
Ameriprise
19
Ameriprise
Minnesota
$683M +$324M +1,386,909 +93%
NMIMC
20
Northwestern Mutual Investment Management Company
Wisconsin
$654M -$697M -2,980,492 -52%
Korea Investment Corp
21
Korea Investment Corp
South Korea
$636M +$46.8M +200,000 +8%
SB
22
Suntrust Banks
Georgia
$576M -$11.1M -47,436 -2%
UBS Group
23
UBS Group
Switzerland
$531M +$23.5M +100,283 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$524M +$25.4M +108,776 +5%
SMM
25
Stadion Money Management
Georgia
$481M -$42.5M -181,519 -8%

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.