IVV icon

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 %
CG
626
Caprock Group
Idaho
$3.49M – – –
FCT
627
Family Capital Trust
Massachusetts
$3.49M +$1.16M +4,358 +50%
SS
628
Sunbelt Securities
Texas
$3.46M -$335K -1,263 -9%
QCG
629
Quadrant Capital Group
Ohio
$3.41M +$232K +878 +7%
HB
630
Homrich & Berg
Georgia
$3.41M +$549K +2,067 +19%
HWP
631
Hefty Wealth Partners
Indiana
$3.4M +$596K +2,247 +21%
CA
632
Commerzbank Aktiengesellschaft
Germany
$3.39M +$782K +2,947 +30%
VWM
633
Venturi Wealth Management
Texas
$3.38M -$51K -192 -1%
OPWM
634
Oak Point Wealth Management
Michigan
$3.37M +$894K +3,443 +36%
WP
635
WealthShield Partners
North Carolina
$3.34M +$575K +2,166 +21%
AB
636
Amalgamated Bank
New York
$3.34M +$1.87M +7,060 +128%
JIP
637
Jaffetilchin Investment Partners
Florida
$3.33M +$2.01M +7,582 +153%
GBT
638
Grove Bank & Trust
Florida
$3.3M -$32.9K -124 -1%
CI
639
Cavalier Investments
Georgia
$3.29M -$1.19M -4,431 -27%
SFM
640
Signet Financial Management
New Jersey
$3.28M -$242K -912 -7%
CT
641
Clearstead Trust
Maine
$3.24M +$1.65M +6,224 +104%
CA
642
Calton & Associates
Florida
$3.24M +$28.1K +106 +0.9%
DSN
643
D. Scott Neal
Kentucky
$3.21M +$64K +241 +2%
PIM
644
Provident Investment Management
Michigan
$3.18M -$147K -552 -4%
CM
645
CS McKee
Pennsylvania
$3.18M – – –
DCM
646
Dearborn Capital Management
Illinois
$3.16M -$355K -1,336 -10%
EAM
647
Evanson Asset Management
California
$3.16M +$125K +470 +4%
FFS
648
Founders Financial Securities
Maryland
$3.13M +$50.7K +191 +2%
HI
649
Horizon Investments
North Carolina
$3.13M +$50.7K +191 +2%
CWS
650
Cypress Wealth Services
California
$3.12M +$205K +771 +7%
24 25
26
27 28