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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 %
TFCP
526
Twin Focus Capital Partners
Massachusetts
$3.84M +$19K +78 +0.5%
TCM
527
Telos Capital Management
California
$3.83M +$246K +1,012 +7%
CA
528
Continuum Advisory
Idaho
$3.81M +$255K +1,048 +7%
SFA
529
Sequoia Financial Advisors
Ohio
$3.78M -$20.9K -86 -0.6%
IP
530
Investment Partners
Ohio
$3.77M -$3.16K -13 -0.1%
ACP
531
Aveo Capital Partners
Colorado
$3.77M +$941K +3,866 +33%
CG
532
Caprock Group
Idaho
$3.76M +$32.4K +133 +0.9%
SJIM
533
St. Johns Investment Management
Florida
$3.7M -$492K -2,021 -12%
ATC
534
Argent Trust Co
Tennessee
$3.7M -$113K -464 -3%
FHA
535
First Horizon Advisors
Tennessee
$3.7M +$420K +1,693 +13%
LF
536
Lee Financial
Texas
$3.69M +$387K +1,589 +12%
BSW
537
Buckingham Strategic Wealth
Missouri
$3.68M +$369K +1,515 +11%
TI
538
Truepoint Inc
Ohio
$3.65M +$90.9K +365 +3%
RSA
539
Robertson Stephens Advisors
California
$3.62M -$652K -2,679 -15%
I
540
IberiaBank
Louisiana
$3.61M +$963K +3,956 +36%
CSM
541
CAMG Solamere Management
North Carolina
$3.6M +$149K +612 +4%
LIM
542
Leavell Investment Management
Alabama
$3.48M -$13.6K -56 -0.4%
SFM
543
Signet Financial Management
New Jersey
$3.48M -$166K -682 -5%
BBPWM
544
Blue Bell Private Wealth Management
Pennsylvania
$3.47M +$582K +2,390 +20%
RMAM
545
Raab & Moskowitz Asset Management
New Jersey
$3.44M +$983K +4,004 +40%
DSN
546
D. Scott Neal
Kentucky
$3.4M +$566K +2,324 +20%
PFP
547
Pinnacle Financial Partners
Tennessee
$3.37M +$2.39M +9,816 +244%
NEAM
548
New England Asset Management
Connecticut
$3.36M – – –
AIS
549
Accurate Investment Solutions
Pennsylvania
$3.28M +$3.27M +13,456 +64,076%
AFP
550
Ausdal Financial Partners
Iowa
$3.27M +$580K +2,381 +22%
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