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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 %
SMC
376
Smith, Moore & Co
Missouri
$13.1M -$267K -992 -2%
AIIMS
377
Analyst IMS Investment Management Services
Israel
$13.1M +$164K +611 +1%
GHCM
378
Glen Harbor Capital Management
California
$13.1M -$11.1M -41,344 -46%
SBA
379
Secrest Blakey & Associates
North Carolina
$13.1M +$13.1M +48,577 New
PBO
380
Peoples Bank (Ohio)
Ohio
$12.9M -$2.12M -7,899 -14%
ANB
381
Amarillo National Bank
Texas
$12.9M +$1.02M +3,791 +9%
SBL
382
Sargent Bickham Lagudis
Colorado
$12.8M +$11.7M +43,621 +1,074%
PSUF
383
People's United Financial
Connecticut
$12.7M -$16.1K -60 -0.1%
PI
384
PineBridge Investments
New York
$12.7M +$12.7M +47,330 New
RCAG
385
Rehmann Capital Advisory Group
Michigan
$12.7M -$276K -1,028 -2%
NAM
386
North American Management
Massachusetts
$12.6M +$10.2M +38,052 +437%
AAS
387
Annex Advisory Services
Wisconsin
$12.5M -$680K -2,528 -5%
EFSCE
388
Enterprise Financial Services Corp (EFSC)
Missouri
$12.4M +$27.7K +103 +0.2%
CFP
389
Cornerstone Financial Partners
North Carolina
$12.4M +$333K +1,238 +3%
RWMH
390
Riverpoint Wealth Management Holdings
Illinois
$12.3M -$201K -749 -2%
MWM
391
Modera Wealth Management
New Jersey
$12.3M -$238K -884 -2%
WCM
392
Weatherstone Capital Management
Colorado
$12.3M +$9.78M +36,358 +390%
SI
393
SII Investments
Wisconsin
$12.2M -$33.2M -123,505 -73%
SC
394
SouthState Corp
Florida
$12.2M -$525K -1,952 -4%
CWSR
395
Chessman Wealth Strategies RIA
Texas
$12.2M +$12.2M +45,236 New
BJL
396
Brighton Jones LLC
Washington
$12.1M -$240K -892 -2%
HT
397
Hefren-Tillotson
Pennsylvania
$12M +$1.01M +3,772 +9%
CGH
398
Crossmark Global Holdings
Texas
$11.8M -$429K -1,596 -3%
EWM
399
Evercore Wealth Management
New York
$11.6M -$1.22M -4,533 -9%
B
400
Bailard
California
$11.6M -$146K -542 -1%
14 15
16
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