IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$450M
3
Bank of America
Bank of America
North Carolina
+$368M
4
MCM
Moore Capital Management
New York
+$365M
5
BA
Bridgewater Associates
Connecticut
+$352M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$7.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$734M
4
Wells Fargo
Wells Fargo
California
-$541M
5
CIA
Choate Investment Advisors
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
351
Paragon Wealth Strategies
Florida
$18.9M -$2.84M -11,391 -13%
DS
352
DRW Securities
Illinois
$18.9M +$18.9M +75,109 New
OFG
353
Oxford Financial Group
Indiana
$18.9M -$213K -846 -1%
PA
354
Pinnacle Associates
New York
$18.6M +$765K +3,039 +4%
MGIA
355
Moneta Group Investment Advisors
Missouri
$18.6M +$125K +495 +0.7%
SAM
356
Silvercrest Asset Management
New York
$18.5M +$8.24M +32,734 +80%
SHIM
357
Stone House Investment Management
Pennsylvania
$18.5M +$918K +3,649 +5%
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$18.2M +$170K +676 +0.9%
DE
359
Day & Ennis
Georgia
$18.2M +$2.56M +10,162 +16%
RFO
360
RiverGlades Family Offices
Florida
$18.2M +$5.07M +20,157 +39%
IA
361
IFP Advisors
Florida
$18.1M -$5.65M -22,675 -24%
EA
362
Efficient Advisors
Ohio
$18M -$712K -2,830 -4%
WTC
363
WhitTier Trust Company
Nevada
$17.9M +$2.76M +10,953 +18%
CAM
364
Cresset Asset Management
Illinois
$17.8M +$17.8M +70,832 New
PHAM
365
Palisades Hudson Asset Management
Florida
$17.8M +$998K +3,968 +6%
Sumitomo Mitsui Trust Group
366
Sumitomo Mitsui Trust Group
Japan
$17.6M -$3.09M -12,399 -15%
SBLIC
367
Security Benefit Life Insurance Company
Kansas
$17.6M +$17.6M +70,000 New
GHCM
368
Glen Harbor Capital Management
California
$17.6M +$656K +2,608 +4%
JP
369
Jana Partners
New York
$17.5M +$17.5M +69,530 New
P3I
370
Progeny 3 Inc
Washington
$17.5M +$17.5M +69,400 New
WG
371
Welch Group
Alabama
$17.4M +$17.2M +68,403 +8,518%
IFA
372
Interactive Financial Advisors
Illinois
$17.3M -$518K -2,057 -3%
VFA
373
Valeo Financial Advisors
Indiana
$17.3M +$2.16M +8,581 +14%
SHGA
374
Sand Hill Global Advisors
California
$17.1M +$1.04M +4,125 +6%
NPF
375
Norris Perne & French
Michigan
$16.9M +$45.3K +180 +0.3%
13 14
15
16 17