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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
601
Hollencrest Capital Management
California
$5.17M -$4.99M -17,552 -49%
BWA
602
BDO Wealth Advisors
Florida
$5.16M +$179K +610 +4%
RCM
603
Riverhead Capital Management
Delaware
$5.16M -$1.54M -5,248 -23%
C
604
Clearshares
New York
$5.16M -$74.7K -255 -1%
WP
605
WMS Partners
Maryland
$5.16M – – –
WB
606
WesBanco Bank
West Virginia
$5.11M +$314K +1,072 +7%
HB
607
Homrich & Berg
Georgia
$5.05M +$1.04M +3,560 +26%
Treasurer of the State of North Carolina
608
Treasurer of the State of North Carolina
North Carolina
$5.05M +$1.06M +3,625 +27%
CCA
609
Cobblestone Capital Advisors
New York
$5.05M -$797K -2,721 -14%
PAMU
610
Pictet Asset Management (UK)
United Kingdom
$5.01M +$4.57M +15,630 +1,042%
BCA
611
Bay Colony Advisors
Massachusetts
$4.97M +$394K +1,346 +9%
BFM
612
Boston Financial Management
Massachusetts
$4.96M +$4.96M +16,936 New
LA
613
Legacy Advisors
Pennsylvania
$4.95M -$37K -126 -0.7%
BFEC
614
Benjamin F. Edwards & Company
Missouri
$4.89M +$533K +1,821 +12%
CCM
615
Condor Capital Management
New Jersey
$4.84M -$363K -1,240 -7%
BRM
616
Boston Research & Management
Massachusetts
$4.83M +$146K +500 +3%
FBC
617
Fairfield, Bush & Co
Connecticut
$4.8M -$117K -400 -2%
CPP
618
Crow Point Partners
Massachusetts
$4.7M -$833K -2,847 -15%
GRP
619
Global Retirement Partners
California
$4.61M +$825K +2,818 +22%
RWA
620
Ropes Wealth Advisors
Massachusetts
$4.54M +$724K +2,473 +19%
CA
621
Continuum Advisory
Idaho
$4.54M -$407K -1,385 -8%
Cetera Investment Advisers
622
Cetera Investment Advisers
Illinois
$4.52M +$1.65M +5,637 +58%
BCM
623
Beck Capital Management
Texas
$4.5M -$379K -1,294 -8%
CC
624
Chicago Capital
Illinois
$4.47M +$1.04M +3,560 +30%
BCA
625
Bray Capital Advisors
Florida
$4.44M +$96K +328 +2%
23 24
25
26 27