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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
226
Lincoln National Corp
Pennsylvania
$39.8M +$4.11M +14,045 +12%
HFS
227
HL Financial Services
Kentucky
$39.4M -$4.86M -16,604 -11%
BOCM
228
Bontempo Ohly Capital Management
Maryland
$38.8M +$3.29M +11,225 +9%
TCM
229
Twele Capital Management
Minnesota
$38.5M -$831K -2,840 -2%
Stifel Financial
230
Stifel Financial
Missouri
$38.4M -$3.08M -10,521 -7%
SIM
231
Strategic Investment Management
Virginia
$37.6M – – –
WT
232
Whittier Trust
California
$37.6M -$2.45M -8,361 -6%
CAG
233
Crestwood Advisors Group
Massachusetts
$37.4M -$615K -2,102 -2%
AL
234
Aspiriant LLC
California
$37.1M -$1.2M -4,100 -3%
BAC
235
Boys Arnold & Co
North Carolina
$36.6M +$1.16M +3,960 +3%
MWP
236
Moller Wealth Partners
$36.4M -$1.9M -6,477 -5%
PP
237
Palladium Partners
Virginia
$36.2M +$21.1K +72 +0.1%
CC
238
Cedar Capital
Illinois
$36M +$16.7M +57,077 +86%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$35.9M +$299K +1,020 +0.8%
MIS
240
Morningstar Investment Services
Illinois
$35.8M +$5.78M +19,732 +19%
RTS
241
Round Table Services
New Jersey
$35.7M +$281K +961 +0.8%
APSP
242
Asset Planning Services (Pennsylvania)
Pennsylvania
$35.6M -$203K -717 -0.6%
HCMT
243
Highland Capital Management (Tennessee)
Tennessee
$35.3M -$877K -2,995 -2%
EWF
244
Epstein & White Financial
California
$34.9M +$32.5M +111,217 +1,375%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$34.8M +$5.14M +17,553 +17%
FCM
246
Flinton Capital Management
Pennsylvania
$34.5M +$1.16M +3,976 +3%
PP
247
Pegasus Partners
Wisconsin
$34.4M -$1.57M -5,352 -4%
CNHF
248
Conrad N. Hilton Foundation
California
$34.2M -$13.7M -46,693 -29%
AWM
249
Avondale Wealth Management
Texas
$34.1M +$144K +491 +0.4%
MA
250
Mutual Advisors
Nebraska
$33.9M +$30.6M +104,695 +941%
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