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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
676
Chesley Taft & Associates
Illinois
$1.44M -$78.3K -330 -5%
HB
677
Homrich & Berg
Georgia
$1.42M +$413K +1,739 +41%
AIM
678
Aspen Investment Management
Michigan
$1.39M – – –
RCWMU
679
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.38M – – –
B
680
Bridgeworth
Alabama
$1.38M +$237 +1 +0%
PC
681
Pecaut & Co
Iowa
$1.38M +$1.38M +5,810 New
BWM
682
BerganKDV Wealth Management
Minnesota
$1.34M +$293K +1,234 +28%
SCI
683
Stableford Capital II
Arizona
$1.33M +$1.33M +5,615 New
ADL
684
Asset Dedication LLC
California
$1.33M -$195K -822 -13%
RC
685
RegentAtlantic Capital
New Jersey
$1.31M -$27.3K -115 -2%
MCM
686
McRae Capital Management
New Jersey
$1.3M +$57.7K +243 +5%
GP
687
Girard Partners
Pennsylvania
$1.3M +$190K +801 +17%
CIM
688
Confluence Investment Management
Missouri
$1.28M +$58.6K +247 +5%
JIR
689
James Investment Research
Ohio
$1.25M +$5.93K +25 +0.5%
HIIFS
690
Harel Insurance Investments & Financial Services
Israel
$1.25M +$1.25M +5,300 New
UR
691
USCA RIA
Texas
$1.24M +$74.5K +314 +6%
SF
692
Synovus Financial
Georgia
$1.22M +$230K +968 +23%
MOACM
693
Mutual of America Capital Management
New York
$1.22M -$186K -782 -13%
NAM
694
NTV Asset Management
West Virginia
$1.21M +$474 +2 +0%
MS
695
Marshall & Sullivan
Washington
$1.21M +$1.21M +5,000 New
W
696
Wealthfront
California
$1.2M +$652K +2,749 +118%
BCMO
697
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$23.7K -100 -2%
CCM
698
Colorado Capital Management
Colorado
$1.2M -$99.4K -419 -8%
AMM
699
American Money Management
California
$1.17M +$37K +156 +3%
STB
700
S&T Bank
Pennsylvania
$1.17M -$12.8K -54 -1%
26 27
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