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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
651
Trust Company of Vermont
Vermont
$1.82M +$20.9K +86 +1%
PFM
652
Parsec Financial Management
North Carolina
$1.81M +$11.4K +47 +0.6%
SCG
653
Sonata Capital Group
Washington
$1.79M -$85K -349 -5%
BCA
654
Bray Capital Advisors
Florida
$1.77M +$6.09K +25 +0.3%
RPGK
655
Retirement Planning Group (Kansas)
Kansas
$1.76M -$20.9K -86 -1%
VCM
656
Violich Capital Management
California
$1.76M – – –
Capital Fund Management (CFM)
657
Capital Fund Management (CFM)
France
$1.76M +$968K +3,978 +123%
MOACM
658
Mutual of America Capital Management
New York
$1.75M +$505K +2,074 +40%
AC
659
Abbrea Capital
California
$1.74M +$36.8K +151 +2%
NIC
660
Northwest Investment Counselors
Oregon
$1.74M – – –
CWM
661
Concentric Wealth Management
California
$1.72M +$2.43K +10 +0.1%
IAM
662
Impax Asset Management
New Hampshire
$1.72M -$7.23M -29,706 -81%
NFP
663
Narus Financial Partners
Utah
$1.72M -$94.2K -387 -5%
Betterment LLC
664
Betterment LLC
New York
$1.72M -$487 -2 -0%
OC
665
Oakworth Capital
Alabama
$1.71M +$107K +439 +7%
AAM
666
Aberdeen Asset Management
United Kingdom
$1.71M -$109K -446 -6%
SCM
667
Stellar Capital Management
Arizona
$1.7M – – –
SSP
668
Sapphire Star Partners
Washington
$1.7M – – –
OCG
669
Opus Capital Group
Ohio
$1.69M – – –
CT
670
Cambridge Trust
Massachusetts
$1.68M -$92.8K -381 -5%
BWFM
671
Bridgewater Wealth & Financial Management
Maryland
$1.67M -$43.6K -179 -3%
WA
672
Waverly Advisors
Alabama
$1.67M +$21.7K +89 +1%
MIFH
673
Migdal Insurance & Financial Holdings
Israel
$1.66M – – –
EWA
674
EP Wealth Advisors
California
$1.65M -$43.1K -177 -3%
BMM
675
Buffington Mohr McNeal
Idaho
$1.64M +$759K +3,116 +86%
25 26
27
28 29