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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
301
Sumitomo Mitsui Trust Group
Japan
$24.3M +$10.7M +36,389 +78%
VFP
302
Verus Financial Partners
Virginia
$24.1M -$28.7K -98 -0.1%
Daiwa Securities Group
303
Daiwa Securities Group
Japan
$23.9M -$13.9M -47,483 -37%
Kayne Anderson Rudnick Investment Management
304
Kayne Anderson Rudnick Investment Management
California
$23.8M -$145K -495 -0.6%
SAM
305
Securian Asset Management
Minnesota
$23.4M +$212K +725 +0.9%
RWM
306
RKL Wealth Management
Pennsylvania
$23.3M +$594K +2,030 +3%
APA
307
American Portfolios Advisors
New York
$23.2M +$1.52M +5,190 +7%
MIAN
308
Mariner Independent Advisor Network
Kansas
$23.1M +$6.03M +20,588 +35%
CB
309
Community Bank
New York
$22.9M -$17.9M -61,218 -44%
HMC
310
Harvard Management Company
Massachusetts
$22.8M +$478K +1,634 +2%
MM
311
Meridian Management
Arkansas
$22.6M +$1.66M +5,678 +8%
NEPPG
312
New England Professional Planning Group
Rhode Island
$22.6M +$1.08M +3,696 +5%
CG
313
Colony Group
Massachusetts
$22.5M -$138K -470 -0.6%
LGWM
314
Litman Gregory Wealth Management
California
$22.4M +$215K +733 +1%
OFG
315
Oxford Financial Group
Indiana
$22.2M +$360K +1,229 +2%
PAG
316
Pinnacle Advisory Group
Maryland
$21.9M +$962K +3,285 +5%
TA
317
Tiedemann Advisors
New York
$21.8M -$37.9K -129 -0.2%
EA
318
Efficient Advisors
Ohio
$21.8M -$1.17M -3,982 -5%
MGIA
319
Moneta Group Investment Advisors
Missouri
$21.5M +$1.22M +4,172 +6%
NSLI
320
Nan Shan Life Insurance
Taiwan
$21.1M -$506K -1,729 -2%
CPSAC
321
Chas P. Smith & Associates (CPS)
Florida
$21M -$410K -1,402 -2%
PA
322
Pinnacle Associates
New York
$20.8M +$466K +1,593 +2%
PP
323
PagnatoKarp Partners
Virginia
$20.8M +$197K +669 +1%
IFA
324
Interactive Financial Advisors
Illinois
$20.7M -$586K -2,001 -3%
MFS
325
Monetta Financial Services
Illinois
$20.5M – – –
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