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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
251
Verus Financial Partners
Virginia
$23.2M -$3.46M -14,218 -13%
GH
252
GAM Holding
Switzerland
$23.1M – – –
JFGIW
253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.8M +$5.23M +21,495 +30%
WS
254
Wela Strategies
Georgia
$22.8M +$17.6M +72,115 +336%
HA
255
Harfst & Associates
Wyoming
$22.7M +$4.91M +20,157 +28%
WIP
256
Wellesley Investment Partners
Massachusetts
$22.3M +$575K +2,363 +3%
OFG
257
Oxford Financial Group
Indiana
$21.8M +$1.06M +4,354 +5%
ASN
258
Advisory Services Network
Georgia
$21M +$3.3M +13,573 +19%
HMC
259
Harvard Management Company
Massachusetts
$20.7M -$1.46M -5,999 -7%
HCA
260
Heck Capital Advisors
Wisconsin
$20.7M +$808K +3,319 +4%
PP
261
Prudential plc
United Kingdom
$20.6M -$14.6M -59,875 -41%
PP
262
PagnatoKarp Partners
Virginia
$20.5M -$410K -1,686 -2%
SLF
263
Sun Life Financial
Ontario, Canada
$20.5M +$15.6M +64,282 +321%
BFG
264
Barber Financial Group
Kansas
$20.5M +$12.4M +50,870 +153%
IFA
265
Interactive Financial Advisors
Illinois
$20.4M -$175K -719 -0.9%
WI
266
Wintrust Investments
Illinois
$20.3M +$1.04M +4,287 +5%
EA
267
Efficient Advisors
Ohio
$20.1M -$495K -2,035 -2%
PTC
268
Private Trust Company
Ohio
$20M +$1.14M +4,690 +6%
SHGA
269
Sand Hill Global Advisors
California
$19.5M -$268K -1,102 -1%
CPSAC
270
Chas P. Smith & Associates (CPS)
Florida
$19.4M -$1.17M -4,790 -6%
SS
271
Simplicity Solutions
Minnesota
$19.4M +$2.19M +9,015 +13%
SAM
272
Securian Asset Management
Minnesota
$19.3M +$4.59M +18,870 +31%
HWA
273
Heritage Way Advisors
Illinois
$19.1M +$981K +4,029 +5%
CIBC World Market
274
CIBC World Market
Ontario, Canada
$19.1M +$3.68M +15,112 +24%
LA
275
LVW Advisors
New York
$19M +$9.76M +40,080 +105%
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