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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 %
SB
626
Simmons Bank
Arkansas
$3.56M -$2.42K -9 -0.1%
BTIS
627
BB&T Investment Services
North Carolina
$3.56M +$624K +2,321 +21%
PFS
628
Prospera Financial Services
Texas
$3.5M -$282K -1,033 -7%
CIC
629
Carnegie Investment Counsel
Ohio
$3.48M -$396K -1,470 -10%
VWM
630
Venturi Wealth Management
Texas
$3.48M +$6.72K +25 +0.2%
GLA
631
Great Lakes Advisors
Illinois
$3.46M +$453K +1,684 +15%
CA
632
Calton & Associates
Florida
$3.45M +$3.45M +12,096 New
Lido Advisors
633
Lido Advisors
California
$3.41M -$102K -381 -3%
FCFS
634
First Command Financial Services
Texas
$3.41M +$1.84M +6,841 +117%
FCB
635
First Command Bank
Texas
$3.41M +$1.84M +6,841 +117%
GBT
636
Grove Bank & Trust
Florida
$3.38M +$473K +1,759 +16%
PIM
637
Provident Investment Management
Michigan
$3.37M +$40.1K +149 +1%
BSW
638
Buckingham Strategic Wealth
Missouri
$3.3M -$261K -971 -7%
AGA
639
Accuvest Global Advisors
Utah
$3.26M +$311K +1,157 +11%
SG Americas Securities
640
SG Americas Securities
New York
$3.25M +$330K +1,228 +11%
QCG
641
Quadrant Capital Group
Ohio
$3.22M -$174K -650 -5%
CM
642
CS McKee
Pennsylvania
$3.22M – – –
IWC
643
Integrated Wealth Concepts
Massachusetts
$3.21M +$3.21M +11,621 New
DSN
644
D. Scott Neal
Kentucky
$3.18M -$1.27M -4,719 -28%
AIA
645
Allegis Investment Advisors
Idaho
$3.18M +$225K +837 +8%
DY
646
Dowling & Yahnke
California
$3.18M -$254K -945 -7%
FHA
647
Flagship Harbor Advisors
Massachusetts
$3.14M +$140K +505 +5%
SHCM
648
Stokes & Hubbell Capital Management
Louisiana
$3.13M +$319K +1,185 +11%
FFS
649
Founders Financial Securities
Maryland
$3.12M -$42.5K -158 -1%
EAM
650
Evanson Asset Management
California
$3.08M +$1.61K +6 +0.1%
24 25
26
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