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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
676
Northwest Wealth Management
Iowa
$2.86M -$986K -3,612 -26%
MSAM
677
Moloney Securities Asset Management
Missouri
$2.86M +$12K +44 +0.4%
AF
678
Alerus Financial
North Dakota
$2.86M -$10.1K -37 -0.4%
FWM
679
Frontier Wealth Management
Missouri
$2.85M -$22.9K -84 -0.8%
OIA
680
OneDigital Investment Advisors
Kansas
$2.85M -$211K -771 -7%
JGIA
681
Jackson Grant Investment Advisers
Connecticut
$2.84M -$169K -618 -6%
Retirement Systems of Alabama
682
Retirement Systems of Alabama
Alabama
$2.82M – – –
BA
683
Ballew Advisors
Mississippi
$2.8M +$1.3M +4,771 +87%
EAM
684
Evanson Asset Management
California
$2.79M -$463K -1,695 -14%
JA
685
JVL Associates
Michigan
$2.78M -$22.7K -83 -0.8%
KC
686
Kingfisher Capital
North Carolina
$2.76M +$34.4K +126 +1%
SP
687
SWS Partners
Ohio
$2.75M +$801K +2,933 +41%
SKK
688
Shepherd Kaplan Krochuk
Massachusetts
$2.75M -$9.01K -33 -0.3%
SDWMA
689
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.72M +$171K +628 +7%
OFG
690
OmniStar Financial Group
North Carolina
$2.7M +$48.6K +178 +2%
Cetera Investment Advisers
691
Cetera Investment Advisers
Illinois
$2.68M +$444K +1,626 +20%
NSIM
692
North Star Investment Management
Illinois
$2.67M -$8.19K -30 -0.3%
BFG
693
Beacon Financial Group
Texas
$2.66M -$13.9K -51 -0.5%
PFS
694
Prospera Financial Services
Texas
$2.66M -$1.1M -4,009 -29%
WPC
695
Waters Parkerson & Co
Louisiana
$2.65M -$141K -518 -5%
HPWM
696
Highland Private Wealth Management
Washington
$2.64M -$1.6M -5,874 -38%
FLPIM
697
F.L. Putnam Investment Management
Massachusetts
$2.64M -$3.87M -14,181 -59%
SF
698
Synovus Financial
Georgia
$2.63M +$104K +380 +4%
FPS
699
Fieldpoint Private Securities
Connecticut
$2.6M +$2.46M +9,025 +1,838%
BBPWM
700
Blue Bell Private Wealth Management
Pennsylvania
$2.6M -$382K -1,400 -13%
26 27
28
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