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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
701
Diversified Portfolios Inc
Michigan
$1.15M -$3.32K -14 -0.3%
BJ
702
Brouwer & Janachowski
California
$1.15M +$136K +574 +13%
HIM
703
Hanlon Investment Management
New Jersey
$1.14M +$10.7K +45 +0.9%
LCM
704
Liberty Capital Management
Michigan
$1.14M +$997K +4,200 +682%
EWM
705
Empirical Wealth Management
Washington
$1.12M -$8.3K -35 -0.7%
HWM
706
Highwater Wealth Management
Colorado
$1.12M -$84K -354 -7%
SI
707
Stephens Inc
Arkansas
$1.11M +$164K +691 +17%
3AM
708
3D Asset Management
Connecticut
$1.11M -$165K -695 -13%
CL
709
CIM LLC
New York
$1.1M -$1.3M -5,460 -54%
CCM
710
Coe Capital Management
Illinois
$1.1M +$14.5K +61 +1%
DC
711
Davenport & Co
Virginia
$1.09M -$315K -1,400 -22%
SWK
712
Stephen W. Kidder
$1.09M -$133K -562 -11%
MPI
713
Mairs & Power Inc
Minnesota
$1.08M -$220K -929 -17%
NFG
714
Nadler Financial Group
Illinois
$1.08M – – –
MC
715
Miles Capital
Iowa
$1.08M – – –
LFG
716
LifePlan Financial Group
Ohio
$1.07M +$182K +768 +20%
EM
717
Excalibur Management
Massachusetts
$1.07M – – –
HL
718
HeadInvest LLC
Maine
$1.06M -$28.5K -120 -3%
FFA
719
First Foundation Advisors
California
$1.05M -$1.7M -7,181 -62%
EK
720
Evensky & Katz
Florida
$1.04M +$93.7K +394 +10%
DIA
721
Denver Investment Advisors
Colorado
$1.03M +$43.9K +185 +4%
CG
722
Colony Group
Massachusetts
$1.02M -$101K -426 -9%
SWM
723
SVA Wealth Management
Wisconsin
$1.01M +$154K +649 +18%
Koshinski Asset Management
724
Koshinski Asset Management
Illinois
$999K +$144K +606 +17%
Legal & General Group
725
Legal & General Group
United Kingdom
$992K +$126K +533 +15%
27 28
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