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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 %
SCA
426
Stonebridge Capital Advisors
Minnesota
$7.2M +$730K +2,997 +11%
VIA
427
Vantage Investment Advisors
Pennsylvania
$7.11M -$393K -1,613 -5%
WP
428
WealthSource Partners
California
$7.08M +$1.19M +4,883 +20%
SC
429
Savant Capital
Illinois
$6.91M -$182K -749 -3%
PCM
430
Parsons Capital Management
Rhode Island
$6.9M -$24.1K -99 -0.3%
RWM
431
RKL Wealth Management
Pennsylvania
$6.88M -$2.24M -9,207 -25%
IUHSA
432
Itau Unibanco Holding S.A.
Brazil
$6.87M -$4.45M -18,272 -39%
EWM
433
Evermay Wealth Management
Virginia
$6.82M +$1.95M +7,996 +40%
TLIC
434
Thai Life Insurance Company
Thailand
$6.82M +$6.82M +28,000 New
CB
435
Chemical Bank
Michigan
$6.73M -$72.3K -297 -1%
SC
436
Scotia Capital
Ontario, Canada
$6.7M -$393K -1,613 -6%
CCA
437
Cobblestone Capital Advisors
New York
$6.59M -$1.63M -6,693 -20%
PIA
438
Peachtree Investment Advisors
Georgia
$6.57M +$784K +3,220 +14%
NFG
439
NewFocus Financial Group
Washington
$6.46M -$306K -1,257 -5%
WSFS
440
Wilmington Savings Fund Society
Delaware
$6.43M +$71.6K +294 +1%
DT
441
Diversified Trust
Tennessee
$6.41M +$1.23M +5,071 +24%
BPCE
442
Bank Pictet & Cie (Europe)
Germany
$6.39M – – –
FCBT
443
First Citizens Bank & Trust
North Carolina
$6.39M +$177K +728 +3%
FCI
444
Financial Counselors Inc
Kansas
$6.32M -$14.4K -59 -0.2%
BPC
445
Banque Pictet & Cie
Switzerland
$6.31M +$908K +3,730 +17%
FNBT
446
FineMark National Bank & Trust
Florida
$6.29M -$412K -1,691 -6%
SWA
447
SFMG Wealth Advisors
Texas
$6.26M +$389K +1,597 +7%
AWMG
448
Alliance Wealth Management Group
New Jersey
$6.26M -$193K -793 -3%
NWM
449
Northwest Wealth Management
Iowa
$6.19M +$65.2K +268 +1%
BOS
450
Bank of Stockton
California
$6.17M -$243K -1,000 -4%
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