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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 %
WSFS
451
Wilmington Savings Fund Society
Delaware
$8.86M +$118K +434 +1%
DA
452
Doliver Advisors
Texas
$8.82M +$13.4K +49 +0.2%
FMBTD
453
First Midwest Bank Trust Division
Illinois
$8.81M -$361K -1,323 -4%
CL
454
CPWM LLC
Washington
$8.75M -$241K -882 -3%
Calamos Advisors
455
Calamos Advisors
Illinois
$8.72M +$461K +1,690 +6%
WAAG
456
Wealth Alliance Advisory Group
Kansas
$8.69M +$159K +583 +2%
JFG
457
JMG Financial Group
Illinois
$8.59M +$861K +3,155 +11%
LP
458
LGL Partners
Pennsylvania
$8.58M +$2.68M +9,829 +46%
VIA
459
Vantage Investment Advisors
Pennsylvania
$8.57M +$417K +1,527 +5%
MCM
460
MV Capital Management
Maryland
$8.56M +$2.68M +9,805 +46%
TWA
461
TCI Wealth Advisors
Arizona
$8.53M -$72.6K -266 -0.8%
IDBONY
462
Israel Discount Bank of New York
New York
$8.52M -$618K -2,262 -7%
EA
463
Elm Advisors
California
$8.5M -$183K -670 -2%
RWG
464
Regal Wealth Group
California
$8.5M -$431K -1,580 -5%
DT
465
Diversified Trust
Tennessee
$8.45M +$1.31M +4,806 +18%
WWM
466
Willingdon Wealth Management
North Carolina
$8.37M +$904K +3,309 +12%
Cerity Partners
467
Cerity Partners
New York
$8.34M -$340K -1,245 -4%
KFA
468
Kelleher Financial Advisors
New York
$8.33M +$282K +1,034 +4%
GIM
469
Goelzer Investment Management
Indiana
$8.22M +$3.12M +11,413 +61%
PNC
470
Park National Corp
Ohio
$8.19M -$81.9K -300 -1%
FPFS
471
First Personal Financial Services
North Carolina
$8.16M -$63.6K -233 -0.8%
MCM
472
Makena Capital Management
California
$8.14M -$739K -2,705 -8%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$8.1M -$345K -1,262 -4%
MIA
474
MainStreet Investment Advisors
Illinois
$8.07M -$371K -1,360 -4%
RIS
475
Retirement Income Solutions
Michigan
$8.06M +$2.21M +8,111 +38%
17 18
19
20 21