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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 %
TC
551
Trust Company
Kansas
$3.26M -$18.3K -75 -0.6%
VF
552
Virtu Financial
New York
$3.26M +$3.26M +13,395 New
FFS
553
Founders Financial Securities
Maryland
$3.26M -$275K -1,131 -8%
DY
554
Dowling & Yahnke
California
$3.22M -$27.5K -113 -0.8%
RWA
555
Ropes Wealth Advisors
Massachusetts
$3.2M -$243 -1 -0%
HI
556
Horizon Investments
North Carolina
$3.2M -$284K -1,180 -8%
BRM
557
Boston Research & Management
Massachusetts
$3.17M +$75.2K +309 +2%
SB
558
Simmons Bank
Arkansas
$3.15M – – –
LP
559
LGL Partners
Pennsylvania
$3.12M – – –
Zurich Cantonal Bank
560
Zurich Cantonal Bank
Switzerland
$3.12M – – –
PIM
561
Provident Investment Management
Michigan
$3.08M +$250K +1,026 +9%
OWM
562
Orgel Wealth Management
Wisconsin
$3.07M -$1.49M -6,114 -33%
CM
563
CS McKee
Pennsylvania
$3.06M – – –
FIMS
564
FBL Investment Management Services
Iowa
$3.06M – – –
CAM
565
Concorde Asset Management
Michigan
$3.05M +$2M +8,233 +191%
QCG
566
Quadrant Capital Group
Ohio
$3.05M – – –
OIA
567
OneDigital Investment Advisors
Kansas
$3.03M +$3.03M +12,464 New
ZB
568
Zions Bancorporation
Utah
$2.99M +$61.1K +251 +2%
IAS
569
IMA Advisory Services
Colorado
$2.95M +$31.2K +128 +1%
PVH
570
Psagot Value Holdings
Israel
$2.94M -$97.4K -400 -3%
GIM
571
Goelzer Investment Management
Indiana
$2.92M -$349K -1,434 -11%
CIC
572
Carnegie Investment Counsel
Ohio
$2.9M +$7.47K +30 +0.3%
TH
573
Timber Hill
Connecticut
$2.87M -$4.08M -16,774 -59%
BOTW
574
Bank of the West
California
$2.86M -$104K -427 -4%
EAM
575
Evanson Asset Management
California
$2.84M +$823K +3,380 +41%
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