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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 %
MA
451
MCF Advisors
Kentucky
$8.6M +$952K +3,543 +12%
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$8.55M -$1.26M -4,687 -13%
MIA
453
MainStreet Investment Advisors
Illinois
$8.55M +$8.55M +31,784 New
VIA
454
Vantage Investment Advisors
Pennsylvania
$8.5M +$336K +1,248 +4%
DG
455
Delek Group
Israel
$8.46M +$8.46M +31,500 New
DA
456
Doliver Advisors
Texas
$8.44M – – –
PIA
457
Peachtree Investment Advisors
Georgia
$8.43M +$741K +2,757 +10%
NCM
458
Narwhal Capital Management
Georgia
$8.41M +$52.2K +194 +0.6%
IDBONY
459
Israel Discount Bank of New York
New York
$8.28M -$23.4K -87 -0.3%
WSFS
460
Wilmington Savings Fund Society
Delaware
$8.26M +$901K +3,352 +12%
WB
461
Webster Bank
Connecticut
$8.22M +$229K +850 +3%
RCYC
462
Richard C. Young & Co
Rhode Island
$8.13M -$184K -684 -2%
CL
463
CPWM LLC
Washington
$8.07M -$102K -381 -1%
CA
464
Cornerstone Advisors
North Carolina
$8.07M -$2.69M -10,000 -25%
FA
465
Forefront Analytics
Pennsylvania
$8.06M +$8.06M +29,996 New
FHA
466
First Horizon Advisors
Tennessee
$8.04M +$2.48M +9,002 +45%
LFR
467
Lehman Financial Resources
Pennsylvania
$7.9M +$952K +3,543 +14%
SC
468
Scotia Capital
Ontario, Canada
$7.87M +$279K +1,039 +4%
Arrowstreet Capital
469
Arrowstreet Capital
Massachusetts
$7.82M +$7.82M +29,100 New
CWM
470
Cranbrook Wealth Management
Michigan
$7.77M +$910K +3,384 +13%
BAS
471
Brown Advisory Securities
Maryland
$7.72M +$169K +629 +2%
DCM
472
DeGreen Capital Management
Arizona
$7.7M +$1.83M +6,797 +31%
JFG
473
JMG Financial Group
Illinois
$7.65M +$15.1K +56 +0.2%
LF
474
Lee Financial
Texas
$7.52M +$1.61M +5,991 +27%
PCM
475
Parsons Capital Management
Rhode Island
$7.49M +$21K +78 +0.3%
17 18
19
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