IVV icon

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 %
PAG
301
Pinnacle Advisory Group
Maryland
$20.1M +$4.4M +16,358 +28%
EWF
302
Epstein & White Financial
California
$19.7M +$19.7M +70,383 New
CA
303
Clearstead Advisors
Ohio
$19.7M -$7.72M -28,731 -28%
Mitsubishi UFJ Trust & Banking
304
Mitsubishi UFJ Trust & Banking
Japan
$19.6M -$74.6M -277,530 -79%
MIS
305
Morningstar Investment Services
Illinois
$19.5M -$539K -2,004 -3%
WTB
306
Washington Trust Bank
Washington
$19.5M -$140K -522 -0.7%
Kayne Anderson Rudnick Investment Management
307
Kayne Anderson Rudnick Investment Management
California
$19.3M -$1.02M -3,786 -5%
LFAS
308
Level Four Advisory Services
Texas
$19.2M -$1.13M -4,185 -6%
CWM
309
Confluence Wealth Management
Oregon
$19.1M -$272K -1,011 -1%
I
310
IberiaBank
Louisiana
$19M +$3.03M +11,089 +19%
MFS
311
Monetta Financial Services
Illinois
$18.9M – – –
MTB
312
Mizuho Trust & Banking
Japan
$18.8M -$16.1M -60,000 -46%
NPF
313
Norris Perne & French
Michigan
$18.8M +$128K +476 +0.7%
NEPPG
314
New England Professional Planning Group
Rhode Island
$18.7M +$18.7M +68,473 New
GHA
315
Garcia Hamilton & Associates
Texas
$18.4M – – –
PHAM
316
Palisades Hudson Asset Management
Florida
$18.3M -$1.08M -4,023 -6%
KWMG
317
King Wealth Management Group
Florida
$18.2M +$1.15M +4,296 +7%
APA
318
American Portfolios Advisors
New York
$18.1M +$18.1M +67,253 New
TAM
319
Tyers Asset Management
Texas
$18M -$15.3M -56,848 -46%
SHGA
320
Sand Hill Global Advisors
California
$17.9M -$3.06M -11,380 -15%
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$17.8M -$6.54M -24,310 -27%
BUB
322
BBVA USA Bancshares
Texas
$17.8M +$116K +431 +0.7%
RP
323
Riverbridge Partners
Minnesota
$17.7M +$10.5M +39,007 +145%
SHIM
324
Stone House Investment Management
Pennsylvania
$17.7M -$1.94M -7,234 -10%
SSW
325
Smith Shellnut Wilson
Mississippi
$17.6M -$276K -1,027 -2%
11 12
13
14 15