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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
276
Morningstar Investment Services
Illinois
$22.9M +$3.61M +13,611 +19%
Daiwa Securities Group
277
Daiwa Securities Group
Japan
$22.8M +$5.22M +19,680 +30%
EIM
278
ExxonMobil Investment Management
Texas
$22.5M +$2.67M +10,050 +13%
VFP
279
Verus Financial Partners
Virginia
$22.4M +$19.6M +73,720 +694%
MSA
280
Mason Street Advisors
Wisconsin
$22.2M +$1.41M +5,300 +7%
SCA
281
Snowden Capital Advisors
New York
$22.1M -$2.19M -8,237 -9%
AIP
282
Ameritas Investment Partners
Nebraska
$21.7M +$1M +3,776 +5%
GLA
283
Good Life Advisors
Pennsylvania
$21.5M +$1.15M +4,444 +6%
KWMG
284
King Wealth Management Group
Florida
$21.3M +$3.42M +12,890 +19%
SAM
285
Securian Asset Management
Minnesota
$21.1M – – –
EA
286
Efficient Advisors
Ohio
$20.9M +$96.9K +365 +0.5%
PHAM
287
Palisades Hudson Asset Management
Florida
$20.9M +$2.83M +10,664 +16%
GC
288
Grimes & Company
Massachusetts
$20.8M -$1.33M -4,996 -6%
HWA
289
Heritage Way Advisors
Illinois
$20.8M -$310K -1,167 -1%
HH
290
HWG Holdings
Texas
$20.7M -$1.62M -6,116 -7%
FCM
291
Flinton Capital Management
Pennsylvania
$20.6M -$1.96M -7,392 -9%
CG
292
Colony Group
Massachusetts
$20.5M +$644K +2,427 +3%
Kayne Anderson Rudnick Investment Management
293
Kayne Anderson Rudnick Investment Management
California
$20.4M +$1.33M +5,027 +7%
SFS
294
Sowell Financial Services
Arkansas
$20.4M -$2.75M -10,386 -12%
HMC
295
Harvard Management Company
Massachusetts
$20.4M -$1.46M -5,516 -7%
LGWM
296
Litman Gregory Wealth Management
California
$19.9M +$724K +2,730 +4%
IFA
297
Interactive Financial Advisors
Illinois
$19.8M -$2.38M -8,957 -11%
WTB
298
Washington Trust Bank
Washington
$19.7M +$455K +1,714 +2%
CC
299
Cedar Capital
Illinois
$19.7M -$5.09M -19,179 -21%
NSLI
300
Nan Shan Life Insurance
Taiwan
$19.6M +$12.6M +47,515 +182%
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