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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 %
WP
701
WealthSource Partners
California
$2.47M -$6.55M -24,669 -73%
ECM
702
Exchange Capital Management
Michigan
$2.46M -$220K -828 -8%
MCM
703
Mitchell Capital Management
Kansas
$2.45M -$412K -1,553 -14%
AAM
704
Autus Asset Management
Arizona
$2.45M +$239K +899 +11%
SF
705
Synovus Financial
Georgia
$2.45M +$439K +1,653 +22%
FTUS
706
Flow Traders U.S.
New York
$2.44M -$29.4M -110,732 -92%
CPIG
707
Chicago Partners Investment Group
Illinois
$2.41M +$209K +787 +9%
CA
708
Capital Advantage
California
$2.4M -$199K -751 -8%
CBT
709
Central Bank & Trust
Kentucky
$2.4M -$73.8K -278 -3%
BC
710
Bartlett & Co
Ohio
$2.39M -$246K -927 -9%
BCWM
711
Bartlett & Co Wealth Management
Ohio
$2.39M +$2.39M +9,005 New
LPT
712
Legacy Private Trust
Wisconsin
$2.39M +$753K +2,836 +46%
EWM
713
Empirical Wealth Management
Washington
$2.38M +$1.2M +4,508 +101%
MOACM
714
Mutual of America Capital Management
New York
$2.36M +$842K +3,173 +56%
SMG
715
Smart Money Group
Texas
$2.34M -$478K -1,803 -17%
BG
716
Bahl & Gaynor
Ohio
$2.34M +$47.8K +180 +2%
CDIA
717
Capital Directions Investment Advisors
Georgia
$2.34M – – –
WF
718
WealthTrust Fairport
Ohio
$2.33M +$2.13M +8,028 +1,073%
CCP
719
Corient Capital Partners
California
$2.32M -$2.02M -7,617 -47%
FPTW
720
Franklin, Parlapiano, Turner & Welch
Texas
$2.32M – – –
CC
721
Chicago Capital
Illinois
$2.31M +$2.31M +8,707 New
NCM
722
Novare Capital Management
North Carolina
$2.29M +$27.1K +102 +1%
Rockefeller Capital Management
723
Rockefeller Capital Management
New York
$2.28M +$2.28M +8,605 New
FHA
724
Flagship Harbor Advisors
Massachusetts
$2.27M -$674K -2,600 -23%
SFG
725
SNS Financial Group
Minnesota
$2.27M -$196K -739 -8%
27 28
29
30 31