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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 %
FPGK
701
Financial Partners Group (Kansas)
Kansas
$2.63M +$2.63M +9,768 New
ZB
702
Zions Bancorporation
Utah
$2.63M -$551K -2,049 -17%
OFG
703
OmniStar Financial Group
North Carolina
$2.61M +$2.61M +9,708 New
BO
704
BRR OpCo
Ohio
$2.6M -$399K -1,485 -13%
FG
705
Fiduciary Group
Georgia
$2.58M -$32.8K -122 -1%
OPWM
706
Oak Point Wealth Management
Michigan
$2.57M +$2.57M +9,546 New
CF
707
Centaurus Financial
California
$2.54M +$2.54M +9,429 New
SWM
708
Sequoia Wealth Management
Illinois
$2.53M +$2.53M +9,179 New
FWM
709
Frontier Wealth Management
Missouri
$2.52M -$311K -1,156 -11%
CT
710
CPF Texas
Texas
$2.51M +$2.51M +9,340 New
CBT
711
Central Bank & Trust
Kentucky
$2.5M -$1.87M -6,941 -43%
SFG
712
SNS Financial Group
Minnesota
$2.5M -$111K -412 -4%
AF
713
Affiance Financial
Minnesota
$2.49M -$328K -1,220 -12%
RA
714
RFG Advisory
Alabama
$2.46M +$164K +604 +7%
SGCA
715
Steel Grove Capital Advisors
Tennessee
$2.44M -$271K -1,007 -10%
HPWM
716
Highland Private Wealth Management
Washington
$2.44M +$194K +720 +9%
CDIA
717
Capital Directions Investment Advisors
Georgia
$2.37M +$270K +1,006 +13%
FCT
718
Family Capital Trust
Massachusetts
$2.37M +$2.22M +8,241 +1,477%
DC
719
Davenport & Co
Virginia
$2.36M -$9.14K -34 -0.4%
FPTW
720
Franklin, Parlapiano, Turner & Welch
Texas
$2.35M -$25K -93 -1%
MSAM
721
Moloney Securities Asset Management
Missouri
$2.35M +$17.7K +66 +0.8%
BG
722
Bahl & Gaynor
Ohio
$2.32M +$1.04M +3,867 +81%
NCM
723
Novare Capital Management
North Carolina
$2.3M -$31.7K -118 -1%
DP
724
Denver PWM
Colorado
$2.29M -$279K -1,020 -11%
AAM
725
Autus Asset Management
Arizona
$2.24M -$45.2K -168 -2%
27 28
29
30 31