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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 %
CA
526
Continuum Advisory
Idaho
$5.68M +$269K +1,002 +5%
WJA
527
Williams Jones & Associates
New York
$5.64M – – –
WB
528
WesBanco Bank
West Virginia
$5.6M -$737K -2,741 -12%
PCA
529
Peddock Capital Advisors
Massachusetts
$5.58M -$30.6K -114 -0.5%
PL
530
Polianta Ltd
Jersey
$5.54M +$5.54M +20,600 New
BOS
531
Bank of Stockton
California
$5.5M +$196K +730 +4%
LFG
532
LifePlan Financial Group
Ohio
$5.41M – – –
CW
533
Cobiz Wealth
Colorado
$5.41M -$124K -463 -2%
LWCFA
534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.36M – – –
WP
535
WealthPLAN Partners
Nebraska
$5.31M -$172K -639 -3%
EA
536
Edge Advisors
Georgia
$5.31M +$447K +1,663 +9%
WA
537
WealthTrust-Arizona
Arizona
$5.3M +$152K +567 +3%
CHA
538
Cedar Hill Associates
Illinois
$5.29M +$1.12M +4,182 +27%
MCM
539
Maryland Capital Management
Maryland
$5.29M -$3.9M -14,513 -42%
SPIA
540
Strategic Point Investment Advisors
Rhode Island
$5.27M +$1.43M +5,336 +37%
GG
541
Gofen & Glossberg
Illinois
$5.27M +$266K +990 +5%
PA
542
PFG Advisors
Arizona
$5.26M +$5.26M +19,559 New
PI
543
PFS Investments
Georgia
$5.22M +$5.22M +18,221 New
FLPIM
544
F.L. Putnam Investment Management
Massachusetts
$5.18M -$94.4K -351 -2%
BWP
545
Baldwin Wealth Partners
Massachusetts
$5.14M -$56.2K -209 -1%
CAC
546
Certified Advisory Corp
Florida
$5.12M +$5.12M +19,038 New
C
547
Clearshares
New York
$5.12M +$5.12M +18,892 New
LP
548
LGL Partners
Pennsylvania
$5.08M +$5.08M +18,903 New
TL
549
TrueWealth LLC
Georgia
$5.08M +$5.08M +18,888 New
CCM
550
Condor Capital Management
New Jersey
$5.06M -$398K -1,479 -7%
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