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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 %
MI
601
Moneywise Inc
Virginia
$4.1M -$17.7K -65 -0.4%
FHA
602
Flagship Harbor Advisors
Massachusetts
$4.1M +$1.7M +6,238 +71%
KL
603
KWMG LLC
Kansas
$4.09M -$175K -641 -4%
CRC
604
Curi RMB Capital
Illinois
$4.08M +$108K +396 +3%
TFCP
605
Twin Focus Capital Partners
Massachusetts
$4.07M -$100K -368 -2%
BFEC
606
Benjamin F. Edwards & Company
Missouri
$4.07M +$1.09K +4 +0%
BCA
607
Bray Capital Advisors
Florida
$4.05M +$274K +1,002 +7%
CCWA
608
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.03M +$1.16M +4,252 +40%
NEAM
609
New England Asset Management
Connecticut
$3.96M +$191K +700 +5%
CA
610
Calton & Associates
Florida
$3.96M +$449K +1,563 +13%
WCM
611
Wealthcare Capital Management
Virginia
$3.86M +$146K +536 +4%
CIC
612
Carnegie Investment Counsel
Ohio
$3.85M +$84.1K +294 +2%
ACM
613
AlphaStar Capital Management
North Carolina
$3.83M +$3.08M +11,279 +409%
TC
614
Trust Company
Kansas
$3.83M -$454K -1,662 -11%
SFM
615
Signet Financial Management
New Jersey
$3.83M +$452K +1,654 +13%
NPP
616
New Potomac Partners
Maryland
$3.79M +$765K +2,801 +25%
Squarepoint
617
Squarepoint
New York
$3.76M +$3.27M +11,967 +660%
SS
618
Sunbelt Securities
Texas
$3.76M +$198K +725 +6%
HB
619
Homrich & Berg
Georgia
$3.74M +$236K +864 +7%
HS
620
Horan Securities
United States
$3.72M +$3.72M +13,161 +131,610%
BWM
621
BerganKDV Wealth Management
Minnesota
$3.72M -$236K -866 -6%
Treasurer of the State of North Carolina
622
Treasurer of the State of North Carolina
North Carolina
$3.72M +$3.72M +13,618 New
WP
623
WealthShield Partners
North Carolina
$3.7M +$245K +893 +7%
BFG
624
Barber Financial Group
Kansas
$3.67M -$92.3K -338 -2%
BA
625
Bristlecone Advisors
Washington
$3.66M -$233K -854 -6%
23 24
25
26 27