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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 %
PAG
626
Private Advisory Group
Washington
$3.65M -$600K -2,199 -14%
CG
627
Caprock Group
Idaho
$3.61M – – –
FCT
628
Family Capital Trust
Massachusetts
$3.61M +$15.3K +56 +0.4%
SB
629
Simmons Bank
Arkansas
$3.57M -$271K -992 -7%
RWA
630
Ropes Wealth Advisors
Massachusetts
$3.56M -$135K -496 -4%
AIP
631
Ahrens Investment Partners
Louisiana
$3.54M -$526K -1,925 -13%
GRP
632
Global Retirement Partners
California
$3.53M +$428K +1,566 +14%
RMAM
633
Raab & Moskowitz Asset Management
New Jersey
$3.52M -$214K -785 -6%
LFS
634
Lutz Financial Services
Nebraska
$3.51M +$697K +2,554 +25%
SJIM
635
St. Johns Investment Management
Florida
$3.5M -$251K -918 -7%
JIP
636
Jaffetilchin Investment Partners
Florida
$3.43M +$6.55K +24 +0.2%
GLA
637
Great Lakes Advisors
Illinois
$3.42M +$761K +2,785 +29%
HCM
638
HMS Capital Management
Tennessee
$3.41M +$3.19M +11,700 +1,481%
CT
639
Clearstead Trust
Maine
$3.4M +$72.1K +264 +2%
GBT
640
Grove Bank & Trust
Florida
$3.4M – – –
FFS
641
Founders Financial Securities
Maryland
$3.4M +$175K +640 +5%
HI
642
Horizon Investments
North Carolina
$3.4M +$175K +640 +5%
CCM
643
Canal Capital Management
Virginia
$3.35M -$1.11M -4,083 -25%
GW
644
GW & Wade
Massachusetts
$3.34M +$282K +1,034 +9%
VWM
645
Venturi Wealth Management
Texas
$3.33M -$325K -1,131 -9%
CM
646
CS McKee
Pennsylvania
$3.27M – – –
HT
647
HighTower Trust
Texas
$3.25M +$465K +1,702 +17%
DCM
648
Dearborn Capital Management
Illinois
$3.25M +$819 +3 +0%
S
649
SignatureFD
Georgia
$3.21M +$329K +1,206 +11%
CC
650
Chicago Capital
Illinois
$3.2M +$822K +3,010 +35%
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