IVV icon

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 %
CL
326
Choreo LLC
Illinois
$13.6M -$309K -1,270 -2%
Citadel Advisors
327
Citadel Advisors
Florida
$13.6M +$13.6M +55,884 New
BMCM
328
Bryn Mawr Capital Management
Pennsylvania
$13.5M -$3.11M -12,761 -19%
TG
329
Threshold Group
Washington
$13.5M +$59.6K +245 +0.4%
WTC
330
WhitTier Trust Company
Nevada
$13.5M -$129K -529 -0.9%
AA
331
Advisory Alpha
Michigan
$13.4M +$3.65M +14,977 +37%
BBHC
332
Brown Brothers Harriman & Co
New York
$13.3M -$722K -2,967 -5%
DS
333
DRW Securities
Illinois
$13.2M +$13.2M +54,352 New
PAG
334
Pinnacle Advisory Group
Maryland
$13.2M +$2.59M +10,623 +24%
EIM
335
ExxonMobil Investment Management
Texas
$13.1M -$14.5M -59,600 -52%
WCM
336
Windsor Capital Management
Arizona
$13.1M +$994K +4,085 +8%
MGIA
337
Moneta Group Investment Advisors
Missouri
$13M +$349K +1,435 +3%
CIA
338
Capital Investment Advisors
Georgia
$12.6M +$319K +1,310 +3%
KWMG
339
King Wealth Management Group
Florida
$12.6M +$2.07M +8,485 +20%
KTA
340
Keeley-Teton Advisors
Illinois
$12.6M +$1.25M +5,122 +11%
State Street
341
State Street
Massachusetts
$12.2M +$2.19M +9,015 +22%
BJL
342
Brighton Jones LLC
Washington
$12.1M -$456K -1,874 -4%
EWM
343
Evercore Wealth Management
New York
$12M +$186K +763 +2%
SMC
344
Smith, Moore & Co
Missouri
$12M +$528K +2,170 +5%
PWLP
345
Prio Wealth Limited Partnership
Massachusetts
$11.9M +$4.09M +16,814 +53%
AIIMS
346
Analyst IMS Investment Management Services
Israel
$11.7M -$882K -3,623 -7%
CIR
347
Clear Investment Research
Georgia
$11.6M -$1.28M -5,259 -10%
PSUF
348
People's United Financial
Connecticut
$11.6M +$320K +1,316 +3%
SC
349
SouthState Corp
Florida
$11.5M +$20.4K +84 +0.2%
ZIG
350
Zurich Insurance Group
Switzerland
$11.5M +$51.4K +211 +0.4%
12 13
14
15 16