IVV icon

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 %
CCM
726
Cohen Capital Management
California
$2.24M +$14.2K +53 +0.6%
CPIG
727
Chicago Partners Investment Group
Illinois
$2.23M -$385K -1,433 -15%
FWP
728
FAS Wealth Partners
Kansas
$2.23M +$2.15K +8 +0.1%
MC
729
Miles Capital
Iowa
$2.23M +$9.68K +36 +0.4%
OAM
730
Oppenheimer Asset Management
New York
$2.22M – – –
CP
731
Coho Partners
Pennsylvania
$2.21M +$2.21M +8,231 New
MWM
732
Marietta Wealth Management
Georgia
$2.2M +$766K +2,847 +53%
RG
733
Rikoon Group
New Mexico
$2.17M +$54K +201 +3%
CPA
734
Capital Planning Advisors
California
$2.16M +$55.9K +208 +3%
TCOV
735
Trust Company of Vermont
Vermont
$2.16M +$138K +512 +7%
SQA
736
Simon Quick Advisors
New Jersey
$2.15M -$531K -1,870 -20%
RPG
737
Risk Paradigm Group
Texas
$2.15M -$106K -394 -5%
WS
738
Wedbush Securities
California
$2.14M -$6.99K -26 -0.3%
AAM
739
Aureus Asset Management
Massachusetts
$2.13M – – –
BFC
740
Bedel Financial Consulting
Indiana
$2.13M +$2.13M +7,910 New
Retirement Systems of Alabama
741
Retirement Systems of Alabama
Alabama
$2.12M +$2.12M +7,902 New
BCA
742
Bray Capital Advisors
Florida
$2.11M +$125K +465 +6%
RWA
743
River Wealth Advisors
Pennsylvania
$2.09M +$57.5K +214 +3%
HBWM
744
Hollow Brook Wealth Management
New York
$2.09M +$2.09M +7,776 New
JIC
745
Joel Isaacson & Co
New York
$2.08M -$100K -373 -5%
FFA
746
First Foundation Advisors
California
$2.05M +$681K +2,531 +50%
SF
747
Synovus Financial
Georgia
$2.04M +$246K +913 +14%
GP
748
Geneva Partners
Wisconsin
$2M +$74.5K +277 +4%
AIA
749
Arcadia Investment Advisors
Idaho
$2M +$2M +7,434 New
SFSIG
750
San Francisco Sentry Investment Group
California
$1.99M +$462K +1,717 +30%
28 29
30
31 32