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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 %
HH
276
HWG Holdings
Texas
$22.7M +$8.12M +30,191 +56%
MFT
277
Moisand Fitzgerald Tamayo
Florida
$22.6M +$1.26M +4,677 +6%
MIAN
278
Mariner Independent Advisor Network
Kansas
$22.5M -$2.16M -8,031 -9%
Millennium Management
279
Millennium Management
New York
$22.5M +$15.2M +56,615 +210%
PP
280
PagnatoKarp Partners
Virginia
$22.4M -$406K -1,511 -2%
GC
281
Grimes & Company
Massachusetts
$22.4M +$5.23M +19,459 +30%
IFA
282
Interactive Financial Advisors
Illinois
$22.4M -$667K -2,481 -3%
AW
283
ACG Wealth
Georgia
$22.4M -$10.3M -38,392 -32%
Cerity Partners
284
Cerity Partners
New York
$22.3M +$3.41M +12,675 +18%
AL
285
Aspiriant LLC
California
$22.2M -$16.1M -59,998 -42%
HMC
286
Harvard Management Company
Massachusetts
$22.1M -$504K -1,874 -2%
PTC
287
Private Trust Company
Ohio
$22M +$64.3K +239 +0.3%
Geode Capital Management
288
Geode Capital Management
Massachusetts
$21.9M -$75.9M – –
AIM
289
Astor Investment Management
Illinois
$21.8M -$558K -2,075 -2%
GLA
290
Good Life Advisors
Pennsylvania
$21.7M +$1.9M +6,898 +10%
HWA
291
Heritage Way Advisors
Illinois
$21.4M -$365K -1,356 -2%
SAM
292
Securian Asset Management
Minnesota
$21.3M – – –
EA
293
Efficient Advisors
Ohio
$21.1M -$489K -1,818 -2%
Janus Henderson Group
294
Janus Henderson Group
United Kingdom
$21M -$325K -1,209 -2%
MSA
295
Mason Street Advisors
Wisconsin
$21M +$3.5M +13,000 +20%
IH
296
IFC Holdings
Florida
$20.4M +$897K +3,338 +5%
CPSAC
297
Chas P. Smith & Associates (CPS)
Florida
$20.2M -$616K -2,290 -3%
CG
298
Colony Group
Massachusetts
$20.1M +$1.09M +4,062 +6%
EIM
299
ExxonMobil Investment Management
Texas
$20.1M +$5.08M +18,900 +34%
CA
300
Cambridge Associates
Massachusetts
$20.1M +$2.68M +9,965 +15%
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