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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,603 hedge funds and large institutions have $114B invested in iShares Core S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 715 increasing their positions, 601 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
+4
Holders Change %
+0.25%
% of All Funds
34.75%
Holding in Top 10
510
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
11.06%
New
115
Increased
715
Reduced
601
Closed
83
Calls
$67.2M
Puts
$12.4M
Net Calls
+$54.7M
Net Calls Change
+$44.9M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$1.39B
2
BlackRock
BlackRock
New York
+$368M
3
Ameriprise
Ameriprise
Minnesota
+$335M
4
PPFA
Provida Pension Fund Administrator
Chile
+$314M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$292M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$723M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$545M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$406M
4
MCM
Moore Capital Management
New York
-$365M
5
PPA
Parametric Portfolio Associates
Washington
-$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
476
Global Financial Private Capital
Florida
$12.5M +$3.9M +13,689 +45%
CFA
477
Carroll Financial Associates
North Carolina
$12.5M +$1.12M +3,951 +10%
PWM
478
PRW Wealth Management
Massachusetts
$12.5M -$650K -2,285 -5%
ZIG
479
Zurich Insurance Group
Switzerland
$12.5M -$583K -2,049 -4%
EWM
480
Evermay Wealth Management
Virginia
$12.5M +$722K +2,536 +6%
MA
481
MCF Advisors
Kentucky
$12.5M +$1.28M +4,493 +11%
SWMG
482
Sanchez Wealth Management Group
Florida
$12.4M +$836K +2,939 +7%
LF
483
Lantz Financial
Illinois
$12.4M +$12.4M +43,683 New
IFAM
484
Institutional & Family Asset Management
Colorado
$12.4M -$218K -766 -2%
JFA
485
JNBA Financial Advisors
Minnesota
$12.2M -$3.38M -11,860 -22%
KCM
486
Kanawha Capital Management
Virginia
$12.1M +$943K +3,314 +8%
CS
487
Credit Suisse
Switzerland
$12.1M -$1.85M -6,493 -13%
PMFA
488
Plante Moran Financial Advisors
Michigan
$12M -$433K -1,520 -3%
PA
489
PFG Advisors
Arizona
$11.9M +$767K +2,591 +7%
CA
490
Clearstead Advisors
Ohio
$11.9M -$2.69M -9,444 -18%
RPC
491
Rossmore Private Capital
Connecticut
$11.9M +$1.29M +4,540 +12%
BJL
492
Brighton Jones LLC
Washington
$11.8M +$3.13K +11 +0%
MMA
493
Miracle Mile Advisors
California
$11.6M +$58.3K +205 +0.5%
GSWM
494
Golden State Wealth Management
California
$11.6M +$11.6M +40,706 New
WAAG
495
Wealth Alliance Advisory Group
Kansas
$11.5M +$211K +727 +2%
MSA
496
Marino Stram & Associates
Massachusetts
$11.5M +$2.53M +8,877 +28%
GCA
497
Gradient Capital Advisors
California
$11.5M -$757K -2,661 -6%
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$11.5M -$385K -1,352 -3%
PI
499
PineBridge Investments
New York
$11.5M -$797K -2,800 -6%
MPWT
500
MassMutual Private Wealth & Trust
Connecticut
$11.3M -$2.12M -7,447 -16%
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