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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 %
SPIA
476
Strategic Point Investment Advisors
Rhode Island
$7.74M +$2.53M +9,533 +49%
PIA
477
Peachtree Investment Advisors
Georgia
$7.72M -$601K -2,263 -7%
AWM
478
AE Wealth Management
Kansas
$7.7M -$5.58M -21,029 -42%
TFS
479
TrustCore Financial Services
Tennessee
$7.61M +$1.02M +3,827 +15%
PCM
480
Parsons Capital Management
Rhode Island
$7.54M +$155K +583 +2%
JFG
481
JMG Financial Group
Illinois
$7.51M -$41.7K -157 -0.6%
DLHL
482
Donald L. Hagan LLC
Florida
$7.45M +$4.58M +17,272 +160%
KIA
483
KCM Investment Advisors
California
$7.43M +$1.09M +4,098 +17%
CB
484
Chemical Bank
Michigan
$7.37M +$115K +433 +2%
LWCFA
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.28M +$1.99M +7,484 +38%
WWM
486
Willingdon Wealth Management
North Carolina
$7.26M +$414K +1,561 +6%
PVH
487
Psagot Value Holdings
Israel
$7.24M +$4.23M +15,943 +140%
SC
488
Savant Capital
Illinois
$7.21M -$103K -388 -1%
HT
489
Hefren-Tillotson
Pennsylvania
$7.2M -$4.64M -17,486 -39%
CAC
490
Certified Advisory Corp
Florida
$7.2M +$2.14M +8,083 +42%
DCM
491
DeGreen Capital Management
Arizona
$7.15M -$450K -1,696 -6%
FA
492
FCG Advisors
New Jersey
$7.12M -$385K -1,452 -5%
RPC
493
Rossmore Private Capital
Connecticut
$7.04M +$1.34M +5,055 +24%
Two Sigma Investments
494
Two Sigma Investments
New York
$7.03M -$49.3M -185,700 -88%
PI
495
PFS Investments
Georgia
$7.03M +$2.2M +8,305 +46%
HCC
496
Hirtle Callaghan & Co
Pennsylvania
$7.02M – – –
DWT
497
Dorsey & Whitney Trust
South Dakota
$6.99M +$2.63M +9,905 +60%
DT
498
Diversified Trust
Tennessee
$6.94M -$15.7K -59 -0.2%
BHIA
499
Birch Hill Investment Advisors
Massachusetts
$6.93M +$327K +1,231 +5%
CA
500
Cornerstone Advisors
North Carolina
$6.9M -$1.06M -4,000 -13%
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