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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
526
Leavell Investment Management
Alabama
$3.41M -$9.49K -40 -0.3%
CTB
527
Country Trust Bank
Illinois
$3.4M +$917K +3,865 +37%
TI
528
Truepoint Inc
Ohio
$3.39M -$59.8K -252 -2%
CSM
529
CAMG Solamere Management
North Carolina
$3.36M +$21.4K +90 +0.6%
Calamos Advisors
530
Calamos Advisors
Illinois
$3.34M -$485K -2,043 -13%
JIP
531
Jaffetilchin Investment Partners
Florida
$3.32M +$1.69M +7,104 +103%
IWA
532
Inspirion Wealth Advisors
Illinois
$3.3M +$244K +1,028 +8%
BO
533
BRR OpCo
Ohio
$3.28M +$593K +2,499 +22%
NEAM
534
New England Asset Management
Connecticut
$3.27M -$1.59M -6,700 -33%
BSW
535
Buckingham Strategic Wealth
Missouri
$3.23M +$1.94M +8,158 +150%
LF
536
Lee Financial
Texas
$3.22M +$1.76M +7,437 +121%
TC
537
Trust Company
Kansas
$3.2M -$19.2K -81 -0.6%
GIM
538
Goelzer Investment Management
Indiana
$3.18M +$520K +2,190 +20%
DY
539
Dowling & Yahnke
California
$3.17M -$198K -835 -6%
FHA
540
First Horizon Advisors
Tennessee
$3.16M +$1.09M +4,554 +53%
RWA
541
Ropes Wealth Advisors
Massachusetts
$3.12M -$80K -337 -3%
Sumitomo Mitsui Trust Group
542
Sumitomo Mitsui Trust Group
Japan
$3.09M +$309K +1,300 +11%
SB
543
Simmons Bank
Arkansas
$3.07M -$5.22K -22 -0.2%
LP
544
LGL Partners
Pennsylvania
$3.04M – – –
Zurich Cantonal Bank
545
Zurich Cantonal Bank
Switzerland
$3.04M – – –
BRM
546
Boston Research & Management
Massachusetts
$3.01M +$260K +1,095 +9%
CM
547
CS McKee
Pennsylvania
$2.98M – – –
FIMS
548
FBL Investment Management Services
Iowa
$2.98M – – –
QCG
549
Quadrant Capital Group
Ohio
$2.97M -$15.9K -67 -0.5%
PVH
550
Psagot Value Holdings
Israel
$2.96M – – –
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