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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
426
Mount Yale Investment Advisors
Colorado
$10.1M +$10.1M +37,877 New
1IA
427
1834 Investment Advisors
Wisconsin
$10M -$1.4M -5,272 -12%
SBSB
428
Sullivan, Bruyette, Speros & Blaney
Virginia
$10M +$132K +498 +1%
LA
429
Lynch & Associates
Indiana
$9.98M +$575K +2,168 +6%
SS
430
Simplicity Solutions
Minnesota
$9.91M -$4.43M -16,698 -31%
HCM
431
Hollencrest Capital Management
California
$9.89M +$93.9K +354 +1%
KCM
432
Kanawha Capital Management
Virginia
$9.8M +$83.6K +315 +0.9%
MCWS
433
McKinley Carter Wealth Services
West Virginia
$9.72M -$836K -3,152 -8%
B
434
Barings
North Carolina
$9.7M +$491K +18,500 +5%
MA
435
MCF Advisors
Kentucky
$9.64M +$1.15M +4,349 +14%
BFA
436
Beaumont Financial Advisors
Massachusetts
$9.61M +$241K +910 +3%
SXL
437
Summit X LLC
Missouri
$9.58M +$702K +2,646 +8%
BPCE
438
Bank Pictet & Cie (Europe)
Germany
$9.46M -$1.3M -4,883 -12%
CWM
439
Cranbrook Wealth Management
Michigan
$9.38M +$1.71M +6,456 +22%
IFAM
440
Institutional & Family Asset Management
Colorado
$9.13M +$8.54M +32,165 +1,439%
IWP
441
Icon Wealth Partners
Texas
$9.08M +$5.19M +19,548 +133%
NCM
442
Narwhal Capital Management
Georgia
$9.02M +$722K +2,721 +9%
TFF
443
The Family Firm
Maryland
$8.99M -$265K -997 -3%
PJSIMP
444
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.94M -$243K -916 -3%
FMBTD
445
First Midwest Bank Trust Division
Illinois
$8.91M -$909K -3,425 -9%
IDBONY
446
Israel Discount Bank of New York
New York
$8.88M +$712K +2,684 +9%
CFA
447
Carroll Financial Associates
North Carolina
$8.83M +$48K +181 +0.5%
ST
448
Sageworth Trust
Pennsylvania
$8.81M -$9.55K -36 -0.1%
CL
449
CPWM LLC
Washington
$8.74M +$777K +2,929 +10%
CHA
450
Cedar Hill Associates
Illinois
$8.69M +$3.47M +13,060 +66%
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