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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
576
Fairfield, Bush & Co
Connecticut
$4.52M +$4.52M +16,800 New
MI
577
Moneywise Inc
Virginia
$4.49M -$13.4K -50 -0.3%
AIFS
578
A&I Financial Services
Colorado
$4.49M +$4.49M +16,684 New
VAM
579
Visionary Asset Management
Texas
$4.45M -$171K -637 -4%
AIA
580
Avalon Investment & Advisory
Texas
$4.45M -$386K -1,436 -8%
IWA
581
Inspirion Wealth Advisors
Illinois
$4.43M +$201K +749 +5%
DWT
582
Dorsey & Whitney Trust
South Dakota
$4.42M – – –
CCP
583
Corient Capital Partners
California
$4.4M +$1.48M +5,514 +51%
Barclays
584
Barclays
United Kingdom
$4.39M -$39.2M -145,961 -90%
PAM
585
Peak Asset Management
Colorado
$4.38M -$83.1K -309 -2%
AA
586
Advisory Alpha
Michigan
$4.38M -$6.19M -24,351 -59%
ATC
587
Argent Trust Co
Tennessee
$4.37M -$10.5K -39 -0.2%
KL
588
KWMG LLC
Kansas
$4.36M -$193K -718 -4%
TC
589
Trust Company
Kansas
$4.31M +$792K +2,947 +23%
RIS
590
Retirement Income Solutions
Michigan
$4.3M +$4.3M +15,977 New
VF
591
Virtu Financial
New York
$4.25M +$3.13M +11,660 +282%
KA
592
Kovack Advisors
Florida
$4.24M -$4.03K -15 -0.1%
TI
593
Truepoint Inc
Ohio
$4.19M +$56.7K +211 +1%
BRM
594
Boston Research & Management
Massachusetts
$4.13M +$598K +2,224 +17%
IP
595
Investment Partners
Ohio
$4.13M -$68K -253 -2%
LA
596
Legacy Advisors
Pennsylvania
$4.11M +$558K +2,074 +16%
KCP
597
KDI Capital Partners
North Carolina
$4.1M +$2.9M +10,792 +241%
TFCP
598
Twin Focus Capital Partners
Massachusetts
$4.07M -$153K -569 -4%
PCA
599
Providence Capital Advisors
North Carolina
$4.06M +$4.06M +15,106 New
BA
600
Bristlecone Advisors
Washington
$4.06M -$141K -526 -3%
22 23
24
25 26