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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 %
BWA
551
BlueSky Wealth Advisors
North Carolina
$5.56M -$206K -755 -4%
TL
552
TrueWealth LLC
Georgia
$5.53M +$359K +1,314 +7%
CCA
553
Cobblestone Capital Advisors
New York
$5.45M -$430K -1,576 -7%
FIM
554
Fernwood Investment Management
Massachusetts
$5.45M -$125K -459 -2%
BWP
555
Baldwin Wealth Partners
Massachusetts
$5.42M +$26.5K +97 +0.5%
DLHL
556
Donald L. Hagan LLC
Florida
$5.37M -$2.3M -8,410 -30%
EA
557
Edge Advisors
Georgia
$5.34M +$24K +88 +0.5%
TI
558
Truepoint Inc
Ohio
$5.32M +$3.9M +14,284 +275%
AF
559
Allworth Financial
California
$5.3M +$4.83M +17,695 +1,027%
CTB
560
Country Trust Bank
Illinois
$5.3M +$158K +579 +3%
KA
561
Kovack Advisors
Florida
$5.19M +$398K +1,456 +8%
WA
562
WealthTrust-Arizona
Arizona
$5.19M +$44.5K +163 +0.9%
CPP
563
Crow Point Partners
Massachusetts
$5.15M +$349K +1,280 +7%
BL
564
BFSG LLC
California
$5.13M +$224K +821 +5%
MC
565
Middleton & Co
Massachusetts
$5.05M +$258K +945 +5%
SPC
566
Salient Private Client
Texas
$5.05M +$36.3K +133 +0.7%
CSM
567
CAMG Solamere Management
North Carolina
$5.03M +$412K +1,510 +9%
MCM
568
Maryland Capital Management
Maryland
$5.01M -$69.4K -254 -1%
PCA
569
Providence Capital Advisors
North Carolina
$5M +$394K +1,444 +9%
OWM
570
Orgel Wealth Management
Wisconsin
$4.97M +$339K +1,240 +7%
CLOS
571
Compagnie Lombard Odier SCmA
Switzerland
$4.97M +$4.33M +15,850 +674%
TCM
572
Telos Capital Management
California
$4.94M +$139K +510 +3%
SHCM
573
Stokes & Hubbell Capital Management
Louisiana
$4.91M +$525K +1,924 +12%
LWAC
574
Laurel Wealth Advisors (California)
California
$4.9M -$187K -686 -4%
PW
575
Price Wealth
Texas
$4.9M +$49.7K +182 +1%
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