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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
526
Institute for Wealth Management
Colorado
$6.21M +$21.8K +80 +0.4%
VCM
527
Vivaldi Capital Management
Illinois
$6.2M -$122K -447 -2%
LNB
528
Ledyard National Bank
$6.2M -$69.4K -254 -1%
LIM
529
Leavell Investment Management
Alabama
$6.18M – – –
NL
530
NWAM LLC
Washington
$6.17M -$97.5K -357 -2%
VHAM
531
Van Hulzen Asset Management
California
$6.16M +$510K +1,869 +9%
PCA
532
Peddock Capital Advisors
Massachusetts
$6.16M -$3.82K -14 -0.1%
CW
533
Cobiz Wealth
Colorado
$6.16M +$470K +1,720 +8%
AIA
534
Avalon Investment & Advisory
Texas
$6.15M +$32.5K +119 +0.5%
CF
535
Centaurus Financial
California
$6.15M +$4.17M +15,279 +211%
CTC
536
Central Trust Company
Missouri
$6.13M +$36.3K +133 +0.6%
VC
537
Vestor Capital
Illinois
$6.09M +$137K +500 +2%
ACP
538
Aveo Capital Partners
Colorado
$6.06M -$634K -2,321 -9%
FCBT
539
First Citizens Bank & Trust
North Carolina
$6.05M +$24.8K +91 +0.4%
Millennium Management
540
Millennium Management
New York
$5.94M -$6.48M -23,736 -52%
MFP
541
Mosaic Financial Partners
California
$5.92M -$4.92K -18 -0.1%
Two Sigma Advisers
542
Two Sigma Advisers
New York
$5.9M +$3.17M +11,600 +116%
PL
543
Polianta Ltd
Jersey
$5.9M – – –
RJT
544
Raymond James Trust
Florida
$5.81M -$442K -1,618 -7%
GG
545
Gofen & Glossberg
Illinois
$5.79M +$189K +691 +3%
PCG
546
Private Capital Group
Connecticut
$5.75M -$1.14M -4,166 -17%
IC
547
Intersect Capital
California
$5.71M +$112K +409 +2%
BCI
548
Brinker Capital Investments
Pennsylvania
$5.67M -$42.3K -155 -0.7%
WJA
549
Williams Jones & Associates
New York
$5.67M – – –
WP
550
WealthPLAN Partners
Nebraska
$5.66M -$108K -394 -2%
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