IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$450M
3
Bank of America
Bank of America
North Carolina
+$368M
4
MCM
Moore Capital Management
New York
+$365M
5
BA
Bridgewater Associates
Connecticut
+$352M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$7.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$734M
4
Wells Fargo
Wells Fargo
California
-$541M
5
CIA
Choate Investment Advisors
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
626
StrategIQ Financial Group
Indiana
$6.02M +$79.3K +315 +1%
SQA
627
Simon Quick Advisors
New Jersey
$5.98M +$3.95M +15,687 +194%
Jones Financial Companies
628
Jones Financial Companies
Missouri
$5.97M +$3.04M +12,067 +103%
WP
629
WealthShield Partners
North Carolina
$5.96M +$2.27M +8,996 +61%
KIA
630
KCM Investment Advisors
California
$5.91M -$277K -1,099 -4%
PCA
631
Providence Capital Advisors
North Carolina
$5.85M +$855K +3,399 +17%
BOS
632
Bank of Stockton
California
$5.85M +$57.9K +230 +1%
Natixis Advisors
633
Natixis Advisors
Massachusetts
$5.84M +$5.84M +23,217 New
FWM
634
Frontier Wealth Management
Missouri
$5.83M +$3.24M +12,882 +125%
MSWMA
635
Market Street Wealth Management Advisors
Indiana
$5.8M +$5.8M +23,063 New
BPC
636
Banque Pictet & Cie
Switzerland
$5.79M -$515K -2,045 -8%
LIM
637
Leavell Investment Management
Alabama
$5.79M +$111K +440 +2%
CWS
638
Cypress Wealth Services
California
$5.77M +$1.06M +4,211 +22%
CTC
639
Central Trust Company
Missouri
$5.68M -$82K -326 -1%
F
640
F3Logic
Minnesota
$5.67M +$1.88M +7,441 +50%
AF
641
Allworth Financial
California
$5.62M +$64.7K +257 +1%
CTA
642
Chesley Taft & Associates
Illinois
$5.59M +$3.5M +13,902 +167%
PCA
643
Peddock Capital Advisors
Massachusetts
$5.58M -$77K -306 -1%
JIR
644
James Investment Research
Ohio
$5.57M +$1.05M +4,185 +23%
PWA
645
Peterson Wealth Advisors
Utah
$5.55M -$1.39M -5,525 -20%
FCBT
646
First Citizens Bank & Trust
North Carolina
$5.54M -$60.4K -240 -1%
CRC
647
Curi RMB Capital
Illinois
$5.52M +$210K +836 +4%
IC
648
Intersect Capital
California
$5.5M +$189K +752 +4%
WPW
649
Waldron Private Wealth
Pennsylvania
$5.43M +$4.2M +16,710 +342%
CSM
650
CAMG Solamere Management
North Carolina
$5.43M +$759K +3,015 +16%
24 25
26
27 28