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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 %
AMG
501
Asset Management Group
Connecticut
$6.44M +$178K +662 +3%
VCM
502
Vivaldi Capital Management
Illinois
$6.43M +$6.43M +23,911 New
KIA
503
KCM Investment Advisors
California
$6.43M +$440K +1,635 +7%
BPC
504
Banque Pictet & Cie
Switzerland
$6.37M -$457K -1,700 -7%
CTC
505
Central Trust Company
Missouri
$6.34M -$366K -1,360 -5%
Calamos Advisors
506
Calamos Advisors
Illinois
$6.2M +$469K +1,746 +8%
RJT
507
Raymond James Trust
Florida
$6.16M -$150K -557 -2%
MSA
508
Marino Stram & Associates
Massachusetts
$6.1M +$6.1M +22,671 New
LNB
509
Ledyard National Bank
$6.01M +$173K +644 +3%
VHAM
510
Van Hulzen Asset Management
California
$6M +$309K +1,149 +5%
WAP
511
Wealthcare Advisory Partners
Pennsylvania
$6M +$328K +1,219 +6%
KFA
512
Kelleher Financial Advisors
New York
$5.98M +$5.98M +22,237 New
DAS
513
Dynamic Advisor Solutions
Arizona
$5.97M +$5.67M +21,077 +1,895%
CAM
514
Concorde Asset Management
Michigan
$5.93M -$1.27M -4,721 -18%
FCBT
515
First Citizens Bank & Trust
North Carolina
$5.91M -$1.04M -3,850 -15%
KIM
516
Karpus Investment Management
New York
$5.84M +$5.84M +21,730 New
FIM
517
Fernwood Investment Management
Massachusetts
$5.83M +$5.83M +21,670 New
AIP
518
Ahrens Investment Partners
Louisiana
$5.8M -$17.5K -65 -0.3%
SFG
519
StrategIQ Financial Group
Indiana
$5.79M -$5.33M -19,816 -48%
NL
520
NWAM LLC
Washington
$5.79M +$79.3K +295 +1%
RPC
521
Rossmore Private Capital
Connecticut
$5.77M +$5.77M +21,459 New
BWA
522
BlueSky Wealth Advisors
North Carolina
$5.77M -$256K -954 -4%
SYBT
523
Stock Yards Bank & Trust
Kentucky
$5.76M +$191K +711 +3%
IC
524
Intersect Capital
California
$5.75M +$32.8K +122 +0.6%
BCI
525
Brinker Capital Investments
Pennsylvania
$5.72M -$26.1K -97 -0.5%
19 20
21
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