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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 %
C
576
Clearshares
New York
$4.88M -$132K -482 -3%
CCM
577
Condor Capital Management
New Jersey
$4.85M -$197K -722 -4%
WP
578
WMS Partners
Maryland
$4.81M -$155K -567 -3%
FCI
579
Financial Counselors Inc
Kansas
$4.79M -$152K -558 -3%
KCP
580
KDI Capital Partners
North Carolina
$4.77M +$106K +390 +2%
IWC
581
Integrated Wealth Concepts
Massachusetts
$4.68M +$912K +3,330 +24%
SFA
582
Sequoia Financial Advisors
Ohio
$4.66M -$8.47K -31 -0.2%
BWA
583
BDO Wealth Advisors
Florida
$4.65M +$832K +3,047 +22%
LA
584
Legacy Advisors
Pennsylvania
$4.65M +$34.6K +126 +0.7%
CA
585
Continuum Advisory
Idaho
$4.59M -$522K -1,910 -10%
FBC
586
Fairfield, Bush & Co
Connecticut
$4.59M – – –
BCM
587
Beck Capital Management
Texas
$4.55M -$363K -1,331 -7%
PAM
588
Peak Asset Management
Colorado
$4.54M -$57.1K -209 -1%
WB
589
WesBanco Bank
West Virginia
$4.48M -$278K -1,017 -6%
BBA
590
Braun-Bostich & Associates
Pennsylvania
$4.4M +$506K +1,853 +13%
BRM
591
Boston Research & Management
Massachusetts
$4.37M -$35.2K -129 -0.8%
CWS
592
Cypress Wealth Services
California
$4.36M +$1.16M +4,237 +36%
FFA
593
Fragasso Financial Advisors
Pennsylvania
$4.33M +$4.33M +15,859 New
SGK
594
Steigerwald Gordon & Koch
Virginia
$4.31M -$109K -400 -2%
BCA
595
Bay Colony Advisors
Massachusetts
$4.27M +$4.27M +15,639 New
JIR
596
James Investment Research
Ohio
$4.27M -$2.07M -7,585 -33%
KWA
597
KCS Wealth Advisory
California
$4.16M -$420K -1,539 -9%
Truist Financial
598
Truist Financial
North Carolina
$4.11M -$68.5K -251 -2%
IP
599
Investment Partners
Ohio
$4.11M -$68.5K -251 -2%
CFC
600
Coyle Financial Counsel
Illinois
$4.1M -$211K -772 -5%
22 23
24
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