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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
BlackRock
1
BlackRock
New York
$10.9B -$928M -3,542,073 -8%
Bank of America
2
Bank of America
North Carolina
$8.8B +$1.34B +5,129,859 +19%
Wells Fargo
3
Wells Fargo
California
$8.71B +$1.43B +5,476,330 +20%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.6B +$429M +1,639,965 +14%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.73B -$231M -882,861 -8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$2.52B +$340M +1,297,685 +16%
PPA
7
Parametric Portfolio Associates
Washington
$2.08B +$417M +1,593,138 +26%
Creative Planning
8
Creative Planning
Kansas
$1.93B +$164M +625,278 +10%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$1.73B +$57.2M +218,477 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.7B +$1.31B +5,018,130 +387%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.51B -$611M -2,331,382 -29%
FCAS
12
First Command Advisory Services
Texas
$1.45B +$1.41B +5,379,518 New
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.31B
Morgan Stanley
14
Morgan Stanley
New York
$1.27B -$132M -505,646 -10%
Ameriprise
15
Ameriprise
Minnesota
$1.25B +$5.49M +20,963 +0.5%
BOI
16
Bank of Italy
Italy
$1.05B
NB
17
Norinchukin Bank
Japan
$979M
QI
18
QS Investors
New York
$970M -$34M -129,928 -3%
KeyBank National Association
19
KeyBank National Association
Ohio
$960M +$54.3M +207,333 +6%
Allianz Asset Management
20
Allianz Asset Management
Germany
$847M +$202M +772,733 +33%
LPL Financial
21
LPL Financial
California
$842M +$36M +137,482 +5%
Asset Management One
22
Asset Management One
Japan
$824M +$351K +1,341 +0%
Korea Investment Corp
23
Korea Investment Corp
South Korea
$751M
Rafferty Asset Management
24
Rafferty Asset Management
New York
$719M +$262M +999,887 +60%
AC
25
Allstate Corporation
Illinois
$718M -$15.8M -60,240 -2%

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.