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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
676
UBP Investment Advisors
Switzerland
$3.59M +$3.59M +12,252 New
CCM
677
Canal Capital Management
Virginia
$3.58M -$13.5K -46 -0.4%
KCP
678
KDI Capital Partners
North Carolina
$3.53M -$1.59M -5,418 -31%
EFS
679
Essex Financial Services
Connecticut
$3.52M +$2.28M +7,794 +185%
PP
680
PDS Planning
Ohio
$3.51M +$133K +453 +4%
CM
681
CS McKee
Pennsylvania
$3.51M – – –
Rockefeller Capital Management
682
Rockefeller Capital Management
New York
$3.5M +$3.2M +10,941 +1,082%
JIP
683
Jaffetilchin Investment Partners
Florida
$3.5M -$182K -623 -5%
CG
684
Caprock Group
Idaho
$3.43M -$441K -1,500 -11%
CLOS
685
Compagnie Lombard Odier SCmA
Switzerland
$3.42M -$1.9M -6,500 -36%
SP
686
SWS Partners
Ohio
$3.42M +$475K +1,622 +16%
Jones Financial Companies
687
Jones Financial Companies
Missouri
$3.42M +$146K +498 +4%
VWM
688
Venturi Wealth Management
Texas
$3.41M +$2.94K +10 +0.1%
HT
689
HighTower Trust
Texas
$3.41M -$78.7K -269 -2%
SG Americas Securities
690
SG Americas Securities
New York
$3.41M +$3.28M +11,196 +2,568%
SMFS
691
Squar Milner Financial Services
California
$3.4M +$193K +658 +6%
BAMG
692
Brand Asset Management Group
Missouri
$3.38M -$19.3K -66 -0.6%
DC
693
Davenport & Co
Virginia
$3.36M +$903K +3,083 +37%
FFBTD
694
First Financial Bank - Trust Division
Ohio
$3.35M +$669K +2,286 +25%
LCOV
695
London Company of Virginia
Virginia
$3.31M -$13.6M -46,556 -80%
CA
696
Cynosure Advisors
Utah
$3.3M – – –
FFA
697
First Foundation Advisors
California
$3.29M +$714K +2,439 +28%
IWMA
698
Ironwood Wealth Management (Arizona)
Arizona
$3.28M -$56.2K -192 -2%
FPGK
699
Financial Partners Group (Kansas)
Kansas
$3.27M +$146K +500 +5%
BA
700
Ballew Advisors
Mississippi
$3.26M +$529K +1,982 +19%
26 27
28
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