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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
676
Mutual Advisors
Nebraska
$2.76M +$168K +632 +6%
Jones Financial Companies
677
Jones Financial Companies
Missouri
$2.76M – – –
Retirement Systems of Alabama
678
Retirement Systems of Alabama
Alabama
$2.74M +$647K +2,440 +31%
FPGK
679
Financial Partners Group (Kansas)
Kansas
$2.73M +$141K +532 +5%
LFS
680
Lutz Financial Services
Nebraska
$2.73M +$1.42M +5,354 +109%
JA
681
JVL Associates
Michigan
$2.72M -$186K -699 -6%
EWF
682
Epstein & White Financial
California
$2.71M -$16M -60,174 -85%
WPC
683
Waters Parkerson & Co
Louisiana
$2.71M +$52.8K +199 +2%
HT
684
HighTower Trust
Texas
$2.71M -$31.8K -120 -1%
PCMK
685
Paragon Capital Management (Kansas)
Kansas
$2.7M -$17.8K -67 -0.7%
IAS
686
IMA Advisory Services
Colorado
$2.69M -$17.8K -67 -0.7%
SWM
687
Sequoia Wealth Management
Illinois
$2.68M +$244K +918 +10%
SKK
688
Shepherd Kaplan Krochuk
Massachusetts
$2.68M – – –
SGCA
689
Steel Grove Capital Advisors
Tennessee
$2.68M +$267K +1,007 +11%
Two Sigma Advisers
690
Two Sigma Advisers
New York
$2.65M -$23.8M -89,600 -90%
KC
691
Kingfisher Capital
North Carolina
$2.65M -$16.7K -63 -0.6%
CT
692
CPF Texas
Texas
$2.61M +$129K +487 +5%
NSIM
693
North Star Investment Management
Illinois
$2.61M -$40.9K -154 -2%
BFG
694
Beacon Financial Group
Texas
$2.6M +$1.91M +7,182 +274%
ZB
695
Zions Bancorporation
Utah
$2.59M – – –
GLA
696
Great Lakes Advisors
Illinois
$2.58M -$838K -3,159 -25%
OFG
697
OmniStar Financial Group
North Carolina
$2.57M -$2.12K -8 -0.1%
WCWM
698
Wooster Corthell Wealth Management
Connecticut
$2.53M -$254K -957 -9%
FG
699
Fiduciary Group
Georgia
$2.48M -$67.1K -253 -3%
SDWMA
700
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.48M -$204K -769 -8%
26 27
28
29 30