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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
601
Ahrens Investment Partners
Louisiana
$3.96M -$1.76M -6,649 -31%
BFEC
602
Benjamin F. Edwards & Company
Missouri
$3.95M +$18K +68 +0.5%
ATC
603
Argent Trust Co
Tennessee
$3.88M -$436K -1,643 -10%
CRC
604
Curi RMB Capital
Illinois
$3.86M +$243K +915 +7%
BWM
605
BerganKDV Wealth Management
Minnesota
$3.84M +$152K +571 +4%
BA
606
Bristlecone Advisors
Washington
$3.78M -$219K -824 -5%
BBA
607
Braun-Bostich & Associates
Pennsylvania
$3.78M +$160K +602 +4%
RA
608
RFG Advisory
Alabama
$3.75M +$1.34M +5,063 +56%
NWM
609
Northwest Wealth Management
Iowa
$3.74M -$2.75M -10,374 -42%
SB
610
Simmons Bank
Arkansas
$3.74M +$222K +835 +6%
BWA
611
BDO Wealth Advisors
Florida
$3.71M +$195K +736 +6%
BCA
612
Bray Capital Advisors
Florida
$3.67M +$1.58M +5,963 +76%
NEAM
613
New England Asset Management
Connecticut
$3.66M – – –
BFG
614
Barber Financial Group
Kansas
$3.65M -$62.4K -235 -2%
SJIM
615
St. Johns Investment Management
Florida
$3.65M -$212K -798 -5%
PFS
616
Prospera Financial Services
Texas
$3.63M +$222K +837 +7%
RMAM
617
Raab & Moskowitz Asset Management
New Jersey
$3.63M -$223K -841 -6%
FHC
618
First Heartland Consultants
Missouri
$3.62M +$912K +3,437 +34%
CIC
619
Carnegie Investment Counsel
Ohio
$3.62M +$73.3K +267 +2%
WCM
620
Wealthcare Capital Management
Virginia
$3.61M +$64.7K +244 +2%
DG
621
Delek Group
Israel
$3.6M -$4.77M -17,950 -57%
RWA
622
Ropes Wealth Advisors
Massachusetts
$3.59M +$41.9K +158 +1%
EFS
623
Essex Financial Services
Connecticut
$3.59M +$1.78M +6,710 +99%
IWC
624
Integrated Wealth Concepts
Massachusetts
$3.57M +$558K +2,154 +19%
HH
625
Hilltop Holdings
Texas
$3.51M +$1.98M +7,453 +129%
23 24
25
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