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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 %
1IA
401
1834 Investment Advisors
Wisconsin
$11.6M +$1.39M +5,154 +14%
ZIG
402
Zurich Insurance Group
Switzerland
$11.5M -$135K -501 -1%
AFG
403
Arkansas Financial Group
Arkansas
$11.5M +$119K +443 +1%
MMA
404
Miracle Mile Advisors
California
$11.4M -$146K -542 -1%
NG
405
NatWest Group
United Kingdom
$11.4M -$14.8K -55 -0.1%
RFO
406
RiverGlades Family Offices
Florida
$11.2M +$11.2M +41,772 New
VFA
407
Valeo Financial Advisors
Indiana
$11.1M +$5.47M +20,341 +97%
GCA
408
Gradient Capital Advisors
California
$11.1M +$11.1M +41,216 New
LA
409
LVW Advisors
New York
$11M +$2.98M +11,079 +37%
IWM
410
IHT Wealth Management
Illinois
$11M +$9.12M +33,050 +487%
BPCE
411
Bank Pictet & Cie (Europe)
Germany
$10.9M +$1.55M +5,749 +17%
FPFS
412
First Personal Financial Services
North Carolina
$10.9M +$1.12M +4,177 +11%
AA
413
Ancora Advisors
Ohio
$10.8M -$11K -41 -0.1%
TCM
414
Towercrest Capital Management
Pennsylvania
$10.7M +$60.2K +224 +0.6%
PMFA
415
Plante Moran Financial Advisors
Michigan
$10.7M +$115K +426 +1%
MCWS
416
McKinley Carter Wealth Services
West Virginia
$10.7M -$1.47M -5,466 -12%
GAM
417
Gould Asset Management
California
$10.6M +$53.8K +200 +0.5%
HW
418
Hancock Whitney
Mississippi
$10.6M -$202K -752 -2%
SAM
419
Silvercrest Asset Management
New York
$10.5M -$64.3K -239 -0.6%
Federated Hermes
420
Federated Hermes
Pennsylvania
$10.4M +$10.4M +38,851 New
HSA
421
HBK Sorce Advisory
Pennsylvania
$10.1M +$754K +2,806 +8%
SBSB
422
Sullivan, Bruyette, Speros & Blaney
Virginia
$10M -$218K -811 -2%
PAM
423
PVG Asset Management
Colorado
$9.97M -$247K -920 -2%
FMBTD
424
First Midwest Bank Trust Division
Illinois
$9.95M -$415K -1,543 -4%
HCM
425
Hollencrest Capital Management
California
$9.92M -$440K -1,638 -4%
15 16
17
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