IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
551
Bank of Stockton
California
$6.74M +$70.2K +240 +1%
CTC
552
Central Trust Company
Missouri
$6.7M +$132K +452 +2%
PL
553
Polianta Ltd
Jersey
$6.67M +$351K +1,200 +6%
ATC
554
Argent Trust Co
Tennessee
$6.63M -$79.5K -272 -1%
LIM
555
Leavell Investment Management
Alabama
$6.62M – – –
EIG
556
Ellenbecker Investment Group
Wisconsin
$6.62M +$3.38M +11,548 +104%
PCA
557
Peddock Capital Advisors
Massachusetts
$6.59M -$19.6K -67 -0.3%
FCBT
558
First Citizens Bank & Trust
North Carolina
$6.51M +$27.5K +94 +0.4%
AF
559
Allworth Financial
California
$6.47M +$783K +2,673 +14%
PCG
560
Private Capital Group
Connecticut
$6.42M +$262K +892 +4%
IC
561
Intersect Capital
California
$6.18M +$53.9K +184 +0.9%
CRC
562
Curi RMB Capital
Illinois
$6.17M +$1.8M +6,140 +41%
WJA
563
Williams Jones & Associates
New York
$6.08M – – –
SHCM
564
Stokes & Hubbell Capital Management
Louisiana
$6.07M +$795K +2,714 +15%
SPC
565
Salient Private Client
Texas
$6.06M +$643K +2,197 +12%
TL
566
TrueWealth LLC
Georgia
$6.05M +$119K +406 +2%
WP
567
WealthPLAN Partners
Nebraska
$6.03M +$515K +1,937 +9%
I
568
INVST
Indiana
$5.95M +$4.01M +13,649 +207%
OWM
569
Orgel Wealth Management
Wisconsin
$5.92M +$588K +2,007 +11%
RIM
570
Redwood Investment Management
Arizona
$5.89M +$5.89M +20,129 New
GG
571
Gofen & Glossberg
Illinois
$5.89M -$318K -1,086 -5%
BWA
572
BlueSky Wealth Advisors
North Carolina
$5.87M -$27.2K -94 -0.5%
Two Sigma Advisers
573
Two Sigma Advisers
New York
$5.83M -$498K -1,700 -8%
HIMCH
574
Hartford Investment Management Co (HIMCO)
Connecticut
$5.82M +$5.82M +19,871 New
PCA
575
Providence Capital Advisors
North Carolina
$5.81M +$451K +1,542 +8%
21 22
23
24 25