IVV icon

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 %
FHA
626
Flagship Harbor Advisors
Massachusetts
$4.43M +$19.1K +65 +0.4%
BWM
627
BerganKDV Wealth Management
Minnesota
$4.42M +$433K +1,480 +11%
MI
628
Moneywise Inc
Virginia
$4.41M +$14.3K +49 +0.3%
F
629
F3Logic
Minnesota
$4.41M +$1.74M +5,926 +66%
IWC
630
Integrated Wealth Concepts
Massachusetts
$4.37M -$654K -2,226 -13%
TFCP
631
Twin Focus Capital Partners
Massachusetts
$4.34M -$26.9K -92 -0.6%
SGK
632
Steigerwald Gordon & Koch
Virginia
$4.33M -$295K -1,007 -6%
BBA
633
Braun-Bostich & Associates
Pennsylvania
$4.32M -$396K -1,351 -8%
WP
634
WealthShield Partners
North Carolina
$4.32M +$352K +1,196 +9%
LWAC
635
Laurel Wealth Advisors (California)
California
$4.3M -$957K -3,271 -18%
SB
636
Simmons Bank
Arkansas
$4.25M +$424K +1,447 +11%
NEAM
637
New England Asset Management
Connecticut
$4.25M – – –
WAM
638
Wakefield Asset Management
Colorado
$4.22M +$4.22M +14,417 New
IFWM
639
Institute for Wealth Management
Colorado
$4.17M -$2.49M -8,495 -37%
KL
640
KWMG LLC
Kansas
$4.14M -$250K -854 -6%
BA
641
Bristlecone Advisors
Washington
$4.13M +$208K +710 +5%
WCM
642
Wealthcare Capital Management
Virginia
$4.13M -$7.9K -27 -0.2%
TC
643
Trust Company
Kansas
$4.11M +$9.37K +32 +0.2%
SFM
644
Signet Financial Management
New Jersey
$4.1M +$585 +2 +0%
NPP
645
New Potomac Partners
Maryland
$4.1M +$41.6K +142 +1%
SS
646
Sunbelt Securities
Texas
$4.08M +$52.7K +180 +1%
T. Rowe Price Associates
647
T. Rowe Price Associates
Maryland
$4.07M +$1.8M +6,132 +79%
FLPIM
648
F.L. Putnam Investment Management
Massachusetts
$4.05M +$1.21M +4,145 +43%
ACM
649
Armbruster Capital Management
New York
$4M +$761K +2,600 +23%
CIC
650
Carnegie Investment Counsel
Ohio
$3.99M +$280K +1,017 +8%
24 25
26
27 28