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 %
OFG
326
Oxford Financial Group
Indiana
$17.5M -$225K -838 -1%
TA
327
Tiedemann Advisors
New York
$17.4M +$5.95M +22,126 +52%
RWM
328
Rezny Wealth Management
Florida
$17M +$545K +2,026 +3%
HI
329
Hudock Inc
Pennsylvania
$16.9M +$340K +1,264 +2%
VCM
330
Vision Capital Management
Oregon
$16.7M -$265K -985 -2%
WCM
331
Windsor Capital Management
Arizona
$16.7M +$2.23M +8,278 +15%
K
332
Kemper
Illinois
$16.7M -$72.9M -271,255 -81%
CC
333
Cadinha & Co
Hawaii
$16.6M +$771K +2,869 +5%
CTA
334
Colonial Trust Advisors
South Carolina
$16.6M +$5.36M +19,951 +48%
MMI
335
Matson Money Inc
Ohio
$16.5M +$11.9M +44,010 +255%
WFWM
336
Wechter Feldman Wealth Management
New Jersey
$16.4M -$691K -2,569 -4%
MAS
337
Managed Account Services
Florida
$16.4M -$1.24M -4,607 -7%
MGIA
338
Moneta Group Investment Advisors
Missouri
$16.4M +$993K +3,692 +6%
BCM
339
BTC Capital Management
Iowa
$16.1M +$69.9K +260 +0.4%
William Blair & Company
340
William Blair & Company
Illinois
$16.1M +$14.7M +54,731 +1,059%
PA
341
Pinnacle Associates
New York
$16M +$710K +2,639 +5%
RWM
342
RKL Wealth Management
Pennsylvania
$15.4M +$4.11M +15,276 +36%
SPIA
343
Steward Partners Investment Advisory
New York
$15.3M +$3.38M +12,560 +28%
WTC
344
WhitTier Trust Company
Nevada
$15.2M +$63.7K +237 +0.4%
CA
345
Cornerstone Advisory
Maryland
$15.1M -$2.29M -8,528 -13%
BMCM
346
Bryn Mawr Capital Management
Pennsylvania
$15M – – –
IUHSA
347
Itau Unibanco Holding S.A.
Brazil
$15M +$362K +1,340 +2%
CL
348
Choreo LLC
Illinois
$14.8M -$34.1K -127 -0.2%
SIAM
349
Sterling Investment Advisors (Missouri)
Missouri
$14.8M -$606K -2,254 -4%
MFW
350
Meristem Family Wealth
Minnesota
$14.8M +$9.19M +34,196 +164%
12 13
14
15 16