IVV icon

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 %
Two Sigma Investments
276
Two Sigma Investments
New York
$18.7M -$26M -106,800 -58%
CWM
277
Confluence Wealth Management
Oregon
$18.5M +$306K +1,256 +2%
RBC
278
Ronald Blue & Co
Georgia
$18.4M +$2.32M +9,515 +14%
Kayne Anderson Rudnick Investment Management
279
Kayne Anderson Rudnick Investment Management
California
$18.3M -$8.2M -33,667 -31%
Janus Henderson Group
280
Janus Henderson Group
United Kingdom
$18.2M +$18.2M +74,944 New
PHAM
281
Palisades Hudson Asset Management
Florida
$18.1M +$6.02M +24,736 +50%
SHIM
282
Stone House Investment Management
Pennsylvania
$18M +$554K +2,276 +3%
WTB
283
Washington Trust Bank
Washington
$17.8M -$140K -575 -0.8%
SFS
284
Sowell Financial Services
Arkansas
$17.6M +$2.95M +11,869 +20%
CG
285
Colony Group
Massachusetts
$17.4M +$16.4M +67,298 +1,572%
MFT
286
Moisand Fitzgerald Tamayo
Florida
$17.3M +$1.19M +4,875 +7%
CFIA
287
Cantor Fitzgerald Investment Advisors
New York
$17.3M +$17.3M +70,902 New
MTB
288
Mizuho Trust & Banking
Japan
$17M -$14.6M -60,000 -46%
MFS
289
Monetta Financial Services
Illinois
$17M – – –
GHA
290
Garcia Hamilton & Associates
Texas
$16.7M – – –
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$16.7M +$12.6M +51,830 +312%
NPF
292
Norris Perne & French
Michigan
$16.6M -$1.53M -6,270 -8%
LFAS
293
Level Four Advisory Services
Texas
$16.4M -$285K -1,205 -2%
BUB
294
BBVA USA Bancshares
Texas
$16.4M +$1.93M +7,930 +13%
WFWM
295
Wechter Feldman Wealth Management
New Jersey
$16.1M +$299K +1,227 +2%
LGWM
296
Litman Gregory Wealth Management
California
$16M +$2.17M +8,924 +16%
VCM
297
Vision Capital Management
Oregon
$15.9M +$771K +3,166 +5%
MAS
298
Managed Account Services
Florida
$15.9M +$198K +814 +1%
LNC
299
Lincoln National Corp
Pennsylvania
$15.9M +$8.12M +33,356 +105%
CA
300
Cornerstone Advisory
Maryland
$15.9M +$2.83M +11,611 +22%
10 11
12
13 14