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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 %
BFA
401
Beaumont Financial Advisors
Massachusetts
$8.41M +$600K +2,467 +8%
MFIMFI
402
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.41M -$25.6M -105,255 -75%
KCM
403
Kanawha Capital Management
Virginia
$8.27M +$66.2K +272 +0.8%
ST
404
Sageworth Trust
Pennsylvania
$8.21M +$932K +3,829 +13%
TWA
405
TCI Wealth Advisors
Arizona
$8.2M -$57.7K -237 -0.7%
LA
406
Lynch & Associates
Indiana
$8.16M +$387K +1,592 +5%
CAM
407
Capstone Asset Management
Texas
$8.13M -$141K -581 -2%
1IA
408
1834 Investment Advisors
Wisconsin
$8.11M +$61.6K +253 +0.8%
IDBONY
409
Israel Discount Bank of New York
New York
$8.01M -$589K -2,420 -7%
AA
410
Ancora Advisors
Ohio
$8M +$2.84M +11,652 +55%
ST
411
Smithfield Trust
Pennsylvania
$7.99M +$2.08M +8,565 +35%
RWG
412
Regal Wealth Group
California
$7.98M -$275K -1,131 -3%
NCM
413
Narwhal Capital Management
Georgia
$7.8M +$139K +569 +2%
RCYC
414
Richard C. Young & Co
Rhode Island
$7.79M -$2.62M -10,768 -25%
TRCT
415
Tower Research Capital (TRC)
New York
$7.77M +$346K +1,420 +5%
JFG
416
JMG Financial Group
Illinois
$7.76M +$54.5K +224 +0.7%
CL
417
CPWM LLC
Washington
$7.7M -$330K -1,356 -4%
CFA
418
Carroll Financial Associates
North Carolina
$7.64M +$291K +1,196 +4%
QFA
419
Quattro Financial Advisors
Texas
$7.57M +$2.32M +9,519 +44%
DLHL
420
Donald L. Hagan LLC
Florida
$7.39M -$2.23M -9,144 -23%
PFA
421
Pinnacle Family Advisors
Missouri
$7.37M +$62.3K +256 +0.9%
DA
422
Doliver Advisors
Texas
$7.31M +$1.85M +7,593 +34%
BCM
423
Beck Capital Management
Texas
$7.29M +$673K +2,737 +10%
FA
424
FCG Advisors
New Jersey
$7.25M +$65K +267 +0.9%
WB
425
Webster Bank
Connecticut
$7.24M – – –
15 16
17
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