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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
426
Crossmark Global Holdings
Texas
$10.3M -$1.32M -4,836 -11%
PSUF
427
People's United Financial
Connecticut
$10.3M -$2.93M -10,740 -22%
PFP
428
Pinnacle Financial Partners
Tennessee
$10.2M +$1.9M +6,964 +23%
FFM
429
Fullerton Fund Management
Singapore
$10.2M +$10.2M +37,256 New
KCM
430
Kanawha Capital Management
Virginia
$10.2M +$81.1K +297 +0.8%
FHA
431
First Horizon Advisors
Tennessee
$10.1M +$1.52M +5,551 +18%
Barclays
432
Barclays
United Kingdom
$10M -$164M -599,853 -94%
1IA
433
1834 Investment Advisors
Wisconsin
$10M -$336K -1,231 -3%
PFA
434
Pinnacle Family Advisors
Missouri
$9.99M -$8.12M -29,604 -45%
NCM
435
Narwhal Capital Management
Georgia
$9.98M +$701K +2,568 +8%
BFA
436
Beaumont Financial Advisors
Massachusetts
$9.89M +$1.91K +7 +0%
HCM
437
Hollencrest Capital Management
California
$9.75M -$423K -1,550 -4%
TFS
438
TrustCore Financial Services
Tennessee
$9.71M +$1.88M +6,890 +24%
BAS
439
Brown Advisory Securities
Maryland
$9.64M +$1.41M +5,165 +17%
GAM
440
Gould Asset Management
California
$9.63M +$988K +3,620 +11%
BPCE
441
Bank Pictet & Cie (Europe)
Germany
$9.5M -$236K -866 -2%
CFA
442
Carroll Financial Associates
North Carolina
$9.46M +$381K +1,396 +4%
KIM
443
Karpus Investment Management
New York
$9.37M +$2.37M +8,485 +34%
AWM
444
AE Wealth Management
Kansas
$9.26M +$1.34M +4,911 +17%
TFF
445
The Family Firm
Maryland
$9.26M +$2.46K +9 +0%
PAM
446
PVG Asset Management
Colorado
$9.18M -$1.18M -4,308 -11%
PJSIMP
447
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.11M -$96.4K -353 -1%
ST
448
Sageworth Trust
Pennsylvania
$9.07M – – –
LFR
449
Lehman Financial Resources
Pennsylvania
$8.89M +$600K +2,198 +7%
WHG
450
Westwood Holdings Group
Texas
$8.88M +$116K +426 +1%
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