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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.35B
2
BlackRock
BlackRock
New York
+$1.75B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626M
4
Wells Fargo
Wells Fargo
California
+$478M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$475M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$987M
2
JRP
Jasper Ridge Partners
California
-$527M
3
USAA
United Services Automobile Association
Texas
-$470M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPA
301
Element Pointe Advisors
Florida
$32.5M -$46.9K -157 -0.1%
W
302
WealthStone
Ohio
$32.1M +$32.1M +107,672 New
MIS
303
Morningstar Investment Services
Illinois
$31.8M +$569K +1,909 +2%
WAG
304
Winthrop Advisory Group
Massachusetts
$31.5M +$2.56M +8,576 +9%
STA
305
Summit Trail Advisors
New York
$31.3M +$3.17M +10,609 +11%
HI
306
Human Investing
Oregon
$31.2M +$2.01M +6,737 +7%
OC
307
Oppenheimer & Co
New York
$31.1M -$1.05M -3,501 -3%
TCM
308
TD Capital Management
Tennessee
$31.1M +$576K +1,928 +2%
HA
309
Harfst & Associates
Wyoming
$31.1M -$716K -2,400 -2%
CPO
310
Cerity Partners OCIO
New York
$30.8M -$674K -2,257 -2%
BC
311
Brinker Capital
Pennsylvania
$30.7M +$10.9M +36,639 +55%
HCA
312
Heck Capital Advisors
Wisconsin
$30.5M -$12.9M -43,047 -30%
JWM
313
Jackson Wealth Management
Florida
$30.5M -$836K -2,834 -3%
WIP
314
Wellesley Investment Partners
Massachusetts
$30.5M +$1.11M +3,712 +4%
KFP
315
KMG Fiduciary Partners
Ohio
$30.4M +$747K +2,501 +3%
ASN
316
Advisory Services Network
Georgia
$30.3M – – –
AAMA
317
Advanced Asset Management Advisors
Ohio
$30.3M -$19.7K -66 -0.1%
SAM
318
Securian Asset Management
Minnesota
$30M – – –
BBHC
319
Brown Brothers Harriman & Co
New York
$29.6M +$5.3M +17,765 +22%
IA
320
IFP Advisors
Florida
$29.3M +$29.3M +98,561 New
HH
321
HWG Holdings
Texas
$29.2M +$20.4M +68,171 +231%
BMCM
322
Bryn Mawr Capital Management
Pennsylvania
$29.1M – – –
LF
323
Lee Financial
Texas
$29.1M -$202K -678 -0.7%
AIP
324
Ameritas Investment Partners
Nebraska
$29M +$1.59M +5,337 +6%
Kayne Anderson Rudnick Investment Management
325
Kayne Anderson Rudnick Investment Management
California
$28.5M +$267K +895 +0.9%
11 12
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