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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 %
HWP
676
Hefty Wealth Partners
Indiana
$2.84M +$120K +446 +4%
W
677
WealthShield
North Carolina
$2.82M +$2.82M +10,422 New
WP
678
WealthShield Partners
North Carolina
$2.82M +$2.82M +10,422 New
PAMG
679
Patton Albertson Miller Group
Tennessee
$2.82M +$1.74M +6,482 +161%
WCWM
680
Wooster Corthell Wealth Management
Connecticut
$2.82M -$113K -422 -4%
QA
681
Quantitative Advantage
Minnesota
$2.8M +$729K +2,712 +35%
Jones Financial Companies
682
Jones Financial Companies
Missouri
$2.79M +$2.51M +9,331 +879%
HI
683
Horizon Investments
North Carolina
$2.79M -$38K -158 -1%
HT
684
HighTower Trust
Texas
$2.78M +$2.78M +10,336 New
PCMK
685
Paragon Capital Management (Kansas)
Kansas
$2.75M +$2.75M +10,240 New
FHC
686
First Heartland Consultants
Missouri
$2.75M -$52.7K -196 -2%
IAS
687
IMA Advisory Services
Colorado
$2.74M -$15.1K -56 -0.5%
SDWMA
688
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.72M +$53.8K +200 +2%
SKK
689
Shepherd Kaplan Krochuk
Massachusetts
$2.71M +$2.71M +10,089 New
ECM
690
Exchange Capital Management
Michigan
$2.71M +$470K +1,750 +21%
KC
691
Kingfisher Capital
North Carolina
$2.71M +$81.5K +303 +3%
WPC
692
Waters Parkerson & Co
Louisiana
$2.69M +$16.4K +61 +0.6%
GC
693
Gratus Capital
Georgia
$2.69M -$251K -935 -9%
LFA
694
Legacy Financial Advisors
Kentucky
$2.68M +$2.68M +9,980 New
NSIM
695
North Star Investment Management
Illinois
$2.68M -$71K -264 -3%
BBPWM
696
Blue Bell Private Wealth Management
Pennsylvania
$2.68M -$544K -2,025 -17%
BC
697
Bartlett & Co
Ohio
$2.67M -$83.3K -310 -3%
CA
698
Commerzbank Aktiengesellschaft
Germany
$2.64M +$1.8M +6,702 +214%
CA
699
Capital Advantage
California
$2.63M -$58.1K -216 -2%
MA
700
Mutual Advisors
Nebraska
$2.63M +$2.63M +9,778 New
26 27
28
29 30