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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 %
AIP
301
Ameritas Investment Partners
Nebraska
$15.7M +$1.36M +5,572 +9%
CCM
302
Coldstream Capital Management
Washington
$15.5M +$7.58M +31,156 +96%
GC
303
Grimes & Company
Massachusetts
$15.4M -$7.05M -28,949 -31%
RWM
304
Rezny Wealth Management
Florida
$15.3M +$20.7K +85 +0.1%
BCM
305
BTC Capital Management
Iowa
$15.2M -$213K -876 -1%
RIA
306
Regal Investment Advisors
Michigan
$15.2M +$807K +3,317 +6%
IH
307
IFC Holdings
Florida
$15M +$3.29M +13,501 +28%
IIC
308
Integrated Investment Consultants
Michigan
$15M -$60.9K -250 -0.4%
PA
309
Pinnacle Associates
New York
$15M +$2.68K +11 +0%
RCM
310
Riverhead Capital Management
Delaware
$14.9M +$14.9M +61,212 New
GLA
311
Good Life Advisors
Pennsylvania
$14.8M +$1.56M +6,392 +12%
CFGF
312
Compass Financial Group (Florida)
Florida
$14.6M +$68.6K +282 +0.5%
AIM
313
Acropolis Investment Management
Missouri
$14.6M -$66.5K -273 -0.5%
ICOA
314
Investment Centers of America
North Dakota
$14.5M +$3.06M +12,587 +27%
MIS
315
Morningstar Investment Services
Illinois
$14.5M +$4.61M +18,941 +47%
GG
316
GenWealth Group
New Jersey
$14.3M +$14.3M +58,814 New
FMBTD
317
First Midwest Bank Trust Division
Illinois
$14.3M -$1.98M -8,131 -12%
CA
318
Cambridge Associates
Massachusetts
$14.2M +$268K +1,103 +2%
SIAM
319
Sterling Investment Advisors (Missouri)
Missouri
$14.1M -$260K -1,069 -2%
HI
320
Hudock Inc
Pennsylvania
$14.1M +$43.8K +180 +0.3%
TNB
321
Thomasville National Bank
Georgia
$14M +$10.2M +41,931 +266%
CC
322
Cadinha & Co
Hawaii
$13.7M -$423K -1,736 -3%
Sumitomo Mitsui Trust Group
323
Sumitomo Mitsui Trust Group
Japan
$13.7M +$10.6M +43,400 +334%
LSERS
324
Louisiana State Employees Retirement System
Louisiana
$13.7M -$414K -1,700 -3%
PBO
325
Peoples Bank (Ohio)
Ohio
$13.7M -$212K -873 -2%
11 12
13
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