IVV icon

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 %
MFT
276
Moisand Fitzgerald Tamayo
Florida
$15.7M +$1.33M +5,585 +9%
RBC
277
Ronald Blue & Co
Georgia
$15.6M +$13.4M +56,506 +603%
WFWM
278
Wechter Feldman Wealth Management
New Jersey
$15.4M -$466K -1,964 -3%
HFA
279
High Falls Advisors
New York
$15.4M -$1.14M -4,786 -7%
MAS
280
Managed Account Services
Florida
$15.3M -$83.8K -353 -0.5%
BCM
281
BTC Capital Management
Iowa
$15.1M -$70K -295 -0.5%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$15M +$132K +555 +0.9%
RWM
283
Rezny Wealth Management
Florida
$14.9M +$343K +1,446 +2%
VCM
284
Vision Capital Management
Oregon
$14.8M +$2.97M +12,500 +25%
IIC
285
Integrated Investment Consultants
Michigan
$14.7M -$91.8K -387 -0.6%
PA
286
Pinnacle Associates
New York
$14.6M +$948K +3,997 +7%
SAM
287
Securian Asset Management
Minnesota
$14.4M – – –
AIM
288
Acropolis Investment Management
Missouri
$14.3M -$204K -861 -1%
SFS
289
Sowell Financial Services
Arkansas
$14.3M +$14.3M +58,904 New
CFGF
290
Compass Financial Group (Florida)
Florida
$14.2M +$302K +1,274 +2%
SIC
291
Salem Investment Counselors
North Carolina
$14.2M +$321K +1,358 +2%
BUB
292
BBVA USA Bancshares
Texas
$14.1M +$2.64M +11,136 +23%
RIA
293
Regal Investment Advisors
Michigan
$14M +$541K +2,282 +4%
AIP
294
Ameritas Investment Partners
Nebraska
$14M +$375K +1,579 +3%
SIAM
295
Sterling Investment Advisors (Missouri)
Missouri
$14M +$104K +438 +0.7%
TAM
296
Tyers Asset Management
Texas
$13.8M +$13.8M +58,300 New
CC
297
Cadinha & Co
Hawaii
$13.8M -$46.1M -194,183 -77%
LSERS
298
Louisiana State Employees Retirement System
Louisiana
$13.7M -$7.33M -30,900 -35%
HI
299
Hudock Inc
Pennsylvania
$13.7M -$1.27M -5,340 -8%
BBHC
300
Brown Brothers Harriman & Co
New York
$13.7M -$498K -2,100 -4%
10 11
12
13 14