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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
651
Eaton Vance Management
Massachusetts
$3.07M +$370K +1,375 +14%
BOTW
652
Bank of the West
California
$3.07M +$69.4K +258 +2%
OIA
653
OneDigital Investment Advisors
Kansas
$3.05M -$61.3K -228 -2%
S
654
SignatureFD
Georgia
$3.05M +$1.93M +7,197 +173%
PVH
655
Psagot Value Holdings
Israel
$3.05M – – –
NPP
656
New Potomac Partners
Maryland
$3.05M +$3.05M +11,325 New
PP
657
PDS Planning
Ohio
$3.03M +$3.03M +11,281 New
CA
658
Cynosure Advisors
Utah
$3.03M +$3.03M +11,275 New
FIMS
659
FBL Investment Management Services
Iowa
$2.99M -$391K -1,455 -12%
SMFS
660
Squar Milner Financial Services
California
$2.97M +$2.97M +10,352 New
JGIA
661
Jackson Grant Investment Advisers
Connecticut
$2.95M +$23.1K +86 +0.8%
CWS
662
Cypress Wealth Services
California
$2.95M +$2.95M +10,966 New
GRP
663
Global Retirement Partners
California
$2.95M +$222K +827 +8%
JA
664
JVL Associates
Michigan
$2.94M +$2.94M +10,952 New
OCM
665
Oakwood Capital Management
California
$2.94M +$1.15M +4,261 +64%
Zurich Cantonal Bank
666
Zurich Cantonal Bank
Switzerland
$2.93M -$512K -1,905 -15%
ACM
667
Armbruster Capital Management
New York
$2.92M -$15.6K -58 -0.5%
DLHL
668
Donald L. Hagan LLC
Florida
$2.91M -$7.46M -27,757 -72%
MCM
669
Mitchell Capital Management
Kansas
$2.9M -$479K -1,783 -14%
AF
670
Alerus Financial
North Dakota
$2.9M -$55.1K -205 -2%
HB
671
Homrich & Berg
Georgia
$2.89M +$1.57M +5,845 +119%
EP
672
Edgestream Partners
New Jersey
$2.88M +$1.6M +5,944 +125%
AWM
673
Avior Wealth Management
Nebraska
$2.86M +$424K +1,577 +17%
FWM
674
FFT Wealth Management
Pennsylvania
$2.86M +$2.31M +8,597 +419%
SMG
675
Smart Money Group
Texas
$2.86M +$2.86M +10,633 New
25 26
27
28 29