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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 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
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
251
Wintrust Investments
Illinois
$18.8M +$1.54M +6,508 +9%
PTC
252
Private Trust Company
Ohio
$18.3M -$23.7K -100 -0.1%
JHIU
253
Janus Henderson Investors US
Colorado
$18M -$8.14M -34,320 -31%
CS
254
Credit Suisse
Switzerland
$18M +$14.9M +62,899 +492%
CWM
255
Confluence Wealth Management
Oregon
$17.8M +$2.36M +9,937 +15%
HWA
256
Heritage Way Advisors
Illinois
$17.7M +$1.52M +6,405 +9%
PWS
257
Paragon Wealth Strategies
Florida
$17.7M +$332K +1,399 +2%
NPF
258
Norris Perne & French
Michigan
$17.6M +$43.4K +183 +0.2%
FCM
259
Flinton Capital Management
Pennsylvania
$17.6M +$17.6M +74,200 New
WTB
260
Washington Trust Bank
Washington
$17.5M -$537K -2,264 -3%
Cerity Partners
261
Cerity Partners
New York
$17.4M +$17.4M +73,527 New
HA
262
Harfst & Associates
Wyoming
$17.4M +$5.65M +23,824 +48%
ASN
263
Advisory Services Network
Georgia
$17.3M +$17.3M +72,749 New
NPC
264
National Planning Corporation
California
$17.2M -$511K -2,158 -3%
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.2M +$15.6M +65,869 +1,020%
SSW
266
Smith Shellnut Wilson
Mississippi
$17.1M +$21.1K +89 +0.1%
SHIM
267
Stone House Investment Management
Pennsylvania
$17M +$9.77M +41,164 +135%
SS
268
Simplicity Solutions
Minnesota
$16.8M -$664K -2,798 -4%
LFAS
269
Level Four Advisory Services
Texas
$16.7M +$1.03M +4,378 +7%
MFS
270
Monetta Financial Services
Illinois
$16.6M – – –
GHA
271
Garcia Hamilton & Associates
Texas
$16.4M +$4.59M +19,150 +39%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$16.2M -$12.7M -53,531 -44%
BMCM
273
Bryn Mawr Capital Management
Pennsylvania
$16.2M +$1.18M +4,955 +8%
Principal Financial Group
274
Principal Financial Group
Iowa
$16.1M +$164K +690 +1%
FMBTD
275
First Midwest Bank Trust Division
Illinois
$15.8M +$3.4M +14,346 +27%
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