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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 %
BFEC
601
Benjamin F. Edwards & Company
Missouri
$3.98M -$662K -2,462 -14%
Truist Financial
602
Truist Financial
North Carolina
$3.95M +$758K +2,820 +24%
CI
603
Cavalier Investments
Georgia
$3.94M -$555K -2,345 -12%
IWP
604
Icon Wealth Partners
Texas
$3.94M +$3.94M +14,658 New
DCM
605
Dimension Capital Management
Florida
$3.92M +$939K +3,492 +32%
SJIM
606
St. Johns Investment Management
Florida
$3.91M -$88.7K -330 -2%
RMAM
607
Raab & Moskowitz Asset Management
New Jersey
$3.9M -$106K -395 -3%
SS
608
Sunbelt Securities
Texas
$3.84M +$755K +2,808 +24%
FC
609
Financial Consulate
Maryland
$3.84M -$658K -2,446 -15%
LIM
610
Leavell Investment Management
Alabama
$3.82M -$25.5K -95 -0.7%
SEI Investments
611
SEI Investments
Pennsylvania
$3.81M +$2.53M +9,409 +197%
BFG
612
Barber Financial Group
Kansas
$3.76M -$4.06M -15,104 -52%
BWM
613
BerganKDV Wealth Management
Minnesota
$3.74M -$552K -2,054 -13%
NEAM
614
New England Asset Management
Connecticut
$3.71M – – –
CCT
615
Country Club Trust
Missouri
$3.71M +$1.05M +3,919 +40%
CG
616
Caprock Group
Idaho
$3.69M -$634K -2,266 -15%
OWM
617
Orgel Wealth Management
Wisconsin
$3.67M +$1.17M +4,356 +47%
BBA
618
Braun-Bostich & Associates
Pennsylvania
$3.67M +$3.67M +13,642 New
CRC
619
Curi RMB Capital
Illinois
$3.67M +$2.72M +10,134 +290%
GW
620
GW & Wade
Massachusetts
$3.63M +$935K +3,477 +35%
RWA
621
Ropes Wealth Advisors
Massachusetts
$3.59M +$66.7K +248 +2%
WCM
622
Wealthcare Capital Management
Virginia
$3.59M +$3.76K +14 +0.1%
SFM
623
Signet Financial Management
New Jersey
$3.57M -$152K -564 -4%
BWA
624
BDO Wealth Advisors
Florida
$3.56M +$492K +1,831 +16%
DCM
625
Dearborn Capital Management
Illinois
$3.56M -$515K -1,915 -13%
23 24
25
26 27