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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 %
SFG
376
StrategIQ Financial Group
Indiana
$9.81M +$458K +1,880 +5%
TCM
377
Towercrest Capital Management
Pennsylvania
$9.76M +$33.6K +138 +0.3%
HCM
378
Hollencrest Capital Management
California
$9.71M -$363K -1,492 -4%
SBSB
379
Sullivan, Bruyette, Speros & Blaney
Virginia
$9.56M +$19.7K +81 +0.2%
DG
380
Davidson & Garrard
Virginia
$9.55M +$375K +1,539 +4%
SAM
381
Silvercrest Asset Management
New York
$9.41M -$15.3K -63 -0.2%
CTA
382
Colonial Trust Advisors
South Carolina
$9.35M +$3.7M +15,194 +65%
PJSIMP
383
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.3M +$49.2K +202 +0.5%
GAM
384
Gould Asset Management
California
$9.29M -$1.13M -4,650 -11%
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$9.27M +$153K +630 +2%
Two Sigma Advisers
386
Two Sigma Advisers
New York
$9.1M +$4.6M +18,900 +102%
HT
387
Hefren-Tillotson
Pennsylvania
$9M +$384K +1,578 +4%
SWP
388
Stratos Wealth Partners
Ohio
$8.99M +$2.55M +10,455 +39%
MIAN
389
Mariner Independent Advisor Network
Kansas
$8.95M -$55.4M -227,406 -86%
HSA
390
HBK Sorce Advisory
Pennsylvania
$8.94M +$661K +2,716 +8%
VWA
391
V Wealth Advisors
Kansas
$8.87M +$3.06M +12,598 +53%
FPFS
392
First Personal Financial Services
North Carolina
$8.81M +$10.5K +43 +0.1%
HW
393
Hancock Whitney
Mississippi
$8.73M -$28K -115 -0.3%
MSA
394
Mason Street Advisors
Wisconsin
$8.71M +$852K +3,500 +11%
MCM
395
Maryland Capital Management
Maryland
$8.66M -$40.9K -168 -0.5%
EA
396
Elm Advisors
California
$8.6M -$111K -455 -1%
JGC
397
J. Goldman & Co
New York
$8.53M +$8.53M +35,062 New
TFF
398
The Family Firm
Maryland
$8.48M -$454K -1,864 -5%
SSWM
399
Sheets Smith Wealth Management
North Carolina
$8.46M +$5.6K +23 +0.1%
AF
400
Affiance Financial
Minnesota
$8.45M +$821K +3,373 +11%
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