IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
501
WealthTrust-Arizona
Arizona
$4.44M +$51.1K +210 +1%
EA
502
Edge Advisors
Georgia
$4.4M -$13.1K -54 -0.3%
GG
503
Gofen & Glossberg
Illinois
$4.4M +$87.6K +360 +2%
KIA
504
KCM Investment Advisors
California
$4.37M +$2.51M +10,298 +135%
CCM
505
Canal Capital Management
Virginia
$4.35M -$246K -1,010 -5%
PAM
506
Peak Asset Management
Colorado
$4.33M +$182K +748 +4%
Calamos Advisors
507
Calamos Advisors
Illinois
$4.33M +$895K +3,677 +26%
WCM
508
Wealthcare Capital Management
Virginia
$4.31M +$12.4K +51 +0.3%
BL
509
BFSG LLC
California
$4.29M +$234K +962 +6%
FIB
510
First Interstate Bank
Montana
$4.24M +$1.57M +6,435 +59%
MI
511
Moneywise Inc
Virginia
$4.24M -$85.9K -353 -2%
AIP
512
Ahrens Investment Partners
Louisiana
$4.24M +$221K +907 +5%
MCM
513
MV Capital Management
Maryland
$4.21M +$150K +616 +4%
KL
514
KWMG LLC
Kansas
$4.21M -$110K -450 -3%
CTB
515
Country Trust Bank
Illinois
$4.19M +$699K +2,872 +20%
LWAC
516
Laurel Wealth Advisors (California)
California
$4.07M +$35.1K +144 +0.9%
AIA
517
Allegis Investment Advisors
Idaho
$4.03M -$2.2M -9,026 -35%
LNB
518
Ledyard National Bank
$3.99M +$1.86M +7,635 +87%
BA
519
Bristlecone Advisors
Washington
$3.95M -$132K -542 -3%
VWM
520
Venturi Wealth Management
Texas
$3.92M -$410K -1,685 -9%
PFS
521
Prospera Financial Services
Texas
$3.89M -$703K -2,901 -15%
CBT
522
Central Bank & Trust
Kentucky
$3.88M -$935K -3,842 -19%
MC
523
Middleton & Co
Massachusetts
$3.86M +$169K +693 +5%
IWA
524
Inspirion Wealth Advisors
Illinois
$3.84M +$451K +1,852 +13%
KA
525
Kovack Advisors
Florida
$3.84M +$1.27M +5,213 +49%
19 20
21
22 23