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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 %
Susquehanna International Group
676
Susquehanna International Group
Pennsylvania
$1.63M -$15M -61,725 -90%
AEPG
677
American Economic Planning Group
New Jersey
$1.62M -$872K -3,581 -35%
OCM
678
Oakwood Capital Management
California
$1.62M -$4.87K -20 -0.3%
CPA
679
Capital Planning Advisors
California
$1.62M +$1.62M +6,639 New
BWM
680
BerganKDV Wealth Management
Minnesota
$1.61M +$236K +970 +17%
Cetera Investment Advisers
681
Cetera Investment Advisers
Illinois
$1.61M +$122K +502 +8%
GA
682
Geller Advisors
New York
$1.6M -$2.21M -9,096 -58%
GIA
683
Guyasuta Investment Advisors
Pennsylvania
$1.59M +$44.3K +182 +3%
FIM
684
Frontier Investment Management
Texas
$1.58M -$444K -1,824 -22%
SF
685
Synovus Financial
Georgia
$1.58M +$326K +1,336 +26%
HH
686
Hilltop Holdings
Texas
$1.56M -$92.5K -380 -6%
UR
687
USCA RIA
Texas
$1.55M +$270K +1,111 +21%
WCF
688
West Coast Financial
California
$1.54M -$11.9K -49 -0.8%
IIC
689
Ironwood Investment Counsel
Arizona
$1.53M -$105K -433 -6%
HAFS
690
Hapanowicz & Associates Financial Services
Pennsylvania
$1.53M +$1.53M +6,275 New
Connor, Clark & Lunn Investment Management (CC&L)
691
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.53M – – –
CCM
692
Covington Capital Management
California
$1.52M +$2.3K +10 +0.2%
FPCP
693
Fort Point Capital Partners
California
$1.52M +$24.3K +100 +2%
WI
694
Wedgewood Investors
Pennsylvania
$1.52M – – –
CF
695
Corrigan Financial
Rhode Island
$1.5M -$32.4K -133 -2%
CTA
696
Chesley Taft & Associates
Illinois
$1.48M +$12.2K +50 +0.8%
HCA
697
Horan Capital Advisors
Ohio
$1.47M +$634K +2,606 +76%
GS
698
Girard Securities
California
$1.47M -$139K -571 -9%
LA
699
Legacy Advisors
Pennsylvania
$1.45M +$467K +1,918 +47%
B
700
Bridgeworth
Alabama
$1.44M +$9.84K +40 +0.7%
26 27
28
29 30