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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 %
FHC
701
First Heartland Consultants
Missouri
$2.57M -$1.16M -4,241 -31%
FG
702
Fiduciary Group
Georgia
$2.56M +$5.73K +21 +0.2%
MBT
703
Montecito Bank & Trust
California
$2.55M +$598K +2,191 +31%
GFPC
704
Global Financial Private Capital
Florida
$2.54M +$615K +2,252 +32%
AA
705
Advisory Alpha
Michigan
$2.54M -$3.94M -4,677 -61%
CPIG
706
Chicago Partners Investment Group
Illinois
$2.54M +$55.2K +202 +2%
WCWM
707
Wooster Corthell Wealth Management
Connecticut
$2.53M -$65.8K -241 -3%
BO
708
BRR OpCo
Ohio
$2.53M -$335K -1,226 -12%
WS
709
Wedbush Securities
California
$2.52M +$301K +1,103 +14%
BCWM
710
Bartlett & Co Wealth Management
Ohio
$2.5M +$33.7K +123 +1%
FFBTD
711
First Financial Bank - Trust Division
Ohio
$2.5M +$412K +1,511 +20%
BC
712
Bartlett & Co
Ohio
$2.49M +$33.6K +123 +1%
SGCA
713
Steel Grove Capital Advisors
Tennessee
$2.49M -$276K -1,007 -10%
AAM
714
Autus Asset Management
Arizona
$2.49M -$32.2K -118 -1%
F
715
F3Logic
Minnesota
$2.48M +$854K +3,116 +53%
ECM
716
Exchange Capital Management
Michigan
$2.46M -$64.2K -235 -3%
AF
717
Affiance Financial
Minnesota
$2.43M +$302K +1,105 +14%
CA
718
Capital Advantage
California
$2.43M -$39.1K -143 -2%
FFA
719
First Foundation Advisors
California
$2.41M +$383K +1,404 +19%
CDIA
720
Capital Directions Investment Advisors
Georgia
$2.4M -$6.28K -23 -0.3%
FPTW
721
Franklin, Parlapiano, Turner & Welch
Texas
$2.36M -$30.6K -112 -1%
CCP
722
Corient Capital Partners
California
$2.36M -$32.5K -119 -1%
FWP
723
FAS Wealth Partners
Kansas
$2.34M +$89.3K +327 +4%
HT
724
Heritage Trust
Oklahoma
$2.33M +$115K +421 +5%
FIB
725
First Interstate Bank
Montana
$2.32M +$457K +1,675 +25%
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