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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
526
Leavell Investment Management
Alabama
$5.98M +$2.21M +8,325 +59%
AIA
527
Avalon Investment & Advisory
Texas
$5.94M +$1.55M +5,846 +35%
CTC
528
Central Trust Company
Missouri
$5.92M -$334K -1,260 -5%
FCBT
529
First Citizens Bank & Trust
North Carolina
$5.85M +$24.7K +93 +0.4%
BOS
530
Bank of Stockton
California
$5.85M +$417K +1,570 +8%
CAM
531
Concorde Asset Management
Michigan
$5.83M -$46.7K -175 -0.8%
VC
532
Vestor Capital
Illinois
$5.79M -$747K -2,814 -11%
MFP
533
Mosaic Financial Partners
California
$5.75M -$9.32M -35,117 -62%
SFG
534
StrategIQ Financial Group
Indiana
$5.75M +$41.1K +155 +0.7%
PL
535
Polianta Ltd
Jersey
$5.73M +$265K +1,000 +5%
LP
536
LGL Partners
Pennsylvania
$5.73M +$715K +2,695 +14%
MCM
537
MV Capital Management
Maryland
$5.72M -$1.44M -5,439 -20%
CCA
538
Cobblestone Capital Advisors
New York
$5.71M -$661K -2,492 -10%
RIS
539
Retirement Income Solutions
Michigan
$5.68M +$1.44M +5,426 +34%
EF
540
Empirical Finance
Pennsylvania
$5.67M +$5.67M +19,913 New
PA
541
PFG Advisors
Arizona
$5.62M +$431K +1,623 +8%
BWA
542
BlueSky Wealth Advisors
North Carolina
$5.61M -$88.6K -334 -2%
WP
543
WealthPLAN Partners
Nebraska
$5.6M +$362K +1,363 +7%
BCI
544
Brinker Capital Investments
Pennsylvania
$5.55M -$91.3K -344 -2%
CW
545
Cobiz Wealth
Colorado
$5.53M +$192K +722 +4%
WJA
546
Williams Jones & Associates
New York
$5.51M -$60.5K -228 -1%
VHAM
547
Van Hulzen Asset Management
California
$5.49M -$426K -1,606 -7%
GG
548
Gofen & Glossberg
Illinois
$5.45M +$245K +925 +5%
IC
549
Intersect Capital
California
$5.44M -$237K -894 -4%
FIM
550
Fernwood Investment Management
Massachusetts
$5.42M -$334K -1,259 -6%
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