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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPCE
426
Bank Pictet & Cie (Europe)
Germany
$6.23M – – –
WSFS
427
Wilmington Savings Fund Society
Delaware
$6.2M -$357K -1,504 -5%
FCI
428
Financial Counselors Inc
Kansas
$6.18M +$1.78M +7,508 +41%
AIA
429
Allegis Investment Advisors
Idaho
$6.07M +$4.88M +20,573 +412%
FCBT
430
First Citizens Bank & Trust
North Carolina
$6.06M -$3.9M -16,439 -39%
NWM
431
Northwest Wealth Management
Iowa
$5.98M +$190K +800 +3%
LFR
432
Lehman Financial Resources
Pennsylvania
$5.9M -$1.47M -6,200 -20%
DW
433
Domani Wealth
Pennsylvania
$5.84M -$102K -430 -2%
ST
434
Smithfield Trust
Pennsylvania
$5.75M +$4.41M +18,594 +329%
William Blair & Company
435
William Blair & Company
Illinois
$5.75M +$373K +1,566 +7%
WP
436
WealthSource Partners
California
$5.74M +$994K +4,188 +21%
SWA
437
SFMG Wealth Advisors
Texas
$5.72M +$585K +2,464 +11%
TFA
438
Transamerica Financial Advisors
Florida
$5.71M +$3.68M +15,491 +181%
VWA
439
V Wealth Advisors
Kansas
$5.67M +$4.51M +18,989 +389%
BWA
440
BlueSky Wealth Advisors
North Carolina
$5.65M -$566K -2,385 -9%
PIA
441
Peachtree Investment Advisors
Georgia
$5.64M +$1.62M +6,844 +40%
CTA
442
Colonial Trust Advisors
South Carolina
$5.59M -$159K -660 -3%
DZ Bank
443
DZ Bank
Germany
$5.52M +$490K +2,066 +10%
BHIA
444
Birch Hill Investment Advisors
Massachusetts
$5.48M +$10.2K +43 +0.2%
RWM
445
RKL Wealth Management
Pennsylvania
$5.41M +$4.55M +31,548 +530%
ZIC
446
ZWJ Investment Counsel
Georgia
$5.4M +$5.4M +22,768 New
CFC
447
Coyle Financial Counsel
Illinois
$5.4M +$5.4M +22,747 New
MA
448
MCF Advisors
Kentucky
$5.37M +$4.75K +20 +0.1%
WB
449
WesBanco Bank
West Virginia
$5.35M +$1.23M +5,171 +30%
Millennium Management
450
Millennium Management
New York
$5.35M +$188K +794 +4%
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