IVV icon

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 %
NL
551
NWAM LLC
Washington
$2.94M +$794K +3,345 +37%
BOTW
552
Bank of the West
California
$2.89M -$329K -1,385 -10%
ZB
553
Zions Bancorporation
Utah
$2.85M -$185K -780 -6%
IAS
554
IMA Advisory Services
Colorado
$2.85M -$571K -2,405 -17%
BBPWM
555
Blue Bell Private Wealth Management
Pennsylvania
$2.81M +$1.89M +7,955 +204%
AF
556
Alerus Financial
North Dakota
$2.81M -$57.4K -242 -2%
CIC
557
Carnegie Investment Counsel
Ohio
$2.81M -$13.3K -55 -0.5%
PIM
558
Provident Investment Management
Michigan
$2.76M -$122K -515 -4%
DSN
559
D. Scott Neal
Kentucky
$2.76M +$982K +4,140 +55%
ACP
560
Aveo Capital Partners
Colorado
$2.76M -$2.72M -11,461 -50%
MCM
561
Mitchell Capital Management
Kansas
$2.75M +$1.7M +7,151 +161%
CG
562
Cutler Group
California
$2.71M +$2.43M +10,263 +886%
GC
563
Gratus Capital
Georgia
$2.7M -$355K -1,495 -12%
WCWM
564
Wooster Corthell Wealth Management
Connecticut
$2.69M -$34.9K -147 -1%
SS
565
Sunbelt Securities
Texas
$2.65M +$12.6K +53 +0.5%
AFP
566
Ausdal Financial Partners
Iowa
$2.63M -$1.01M -4,247 -28%
ACM
567
Armbruster Capital Management
New York
$2.62M – – –
DCM
568
Dimension Capital Management
Florida
$2.62M +$330K +1,392 +14%
JGIA
569
Jackson Grant Investment Advisers
Connecticut
$2.62M – – –
FIB
570
First Interstate Bank
Montana
$2.61M – – –
I
571
IberiaBank
Louisiana
$2.58M +$2.58M +10,854 New
CWM
572
Cabot Wealth Management
Massachusetts
$2.57M -$277K -1,167 -10%
DWT
573
Dorsey & Whitney Trust
South Dakota
$2.55M – – –
KA
574
Kovack Advisors
Florida
$2.5M +$1.04M +4,390 +71%
FWM
575
Frontier Wealth Management
Missouri
$2.48M -$18.5K -78 -0.7%
21 22
23
24 25