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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 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
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
251
Thomasville National Bank
Georgia
$27.7M +$1.23M +4,560 +5%
AAMA
252
Advanced Asset Management Advisors
Ohio
$27.2M +$27.2M +101,245 New
CAM
253
Chandler Asset Management
California
$27.2M +$27.2M +101,211 New
EHPM
254
Emery Howard Portfolio Management
California
$27.1M -$662K -2,461 -2%
Two Sigma Advisers
255
Two Sigma Advisers
New York
$26.8M -$16M -59,500 -37%
CC
256
Chanos & Company
New York
$26.5M -$1.86M -6,904 -7%
AF
257
Advisornet Financial
Minnesota
$26.4M +$26.4M +98,155 New
IF
258
Ironwood Financial
Arizona
$26.2M +$134K +499 +0.5%
STA
259
Summit Trail Advisors
New York
$26M +$26M +91,075 New
WS
260
Wela Strategies
Georgia
$25.9M +$1.06M +3,933 +4%
DWA
261
Divergent Wealth Advisors
Utah
$25.7M +$25.7M +95,750 New
CC
262
Cedar Capital
Illinois
$25.1M -$2.49M -9,250 -9%
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$24.9M +$1.58M +5,866 +7%
HCA
264
Heck Capital Advisors
Wisconsin
$24.8M +$378K +1,407 +2%
WIP
265
Wellesley Investment Partners
Massachusetts
$24.8M -$153K -568 -0.6%
SCA
266
Snowden Capital Advisors
New York
$24.6M -$2.53M -9,415 -9%
SFS
267
Sowell Financial Services
Arkansas
$24.6M +$692K +2,459 +3%
WI
268
Wintrust Investments
Illinois
$24.4M +$917K +3,409 +4%
NA
269
NewEdge Advisors
Louisiana
$24.2M +$3.94M +14,284 +19%
CFIA
270
Cantor Fitzgerald Investment Advisors
New York
$23.8M +$1.18M +4,399 +5%
CIBC World Market
271
CIBC World Market
Ontario, Canada
$23.5M -$3.65M -13,562 -13%
GFPC
272
Global Financial Private Capital
Florida
$23.2M -$120K -445 -0.5%
LCOV
273
London Company of Virginia
Virginia
$23M +$18.4M +68,376 +400%
FCM
274
Flinton Capital Management
Pennsylvania
$22.9M -$19.5M -72,352 -46%
SLF
275
Sun Life Financial
Ontario, Canada
$22.7M – – –
9 10
11
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