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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 %
FPCP
726
Fort Point Capital Partners
California
$2.3M +$739K +2,708 +47%
WF
727
WealthTrust Fairport
Ohio
$2.3M -$98K -359 -4%
LFA
728
Legacy Financial Advisors
Kentucky
$2.29M -$12.4K -44 -0.5%
DC
729
Davenport & Co
Virginia
$2.29M +$7.92K +29 +0.3%
CCM
730
Cohen Capital Management
California
$2.28M – – –
MWM
731
Merriman Wealth Management
Washington
$2.27M -$729K -2,669 -24%
BOTW
732
Bank of the West
California
$2.27M -$822K -3,011 -27%
AIA
733
Arcadia Investment Advisors
Idaho
$2.26M -$45.6K -167 -2%
PGFC
734
Peapack-Gladstone Financial Corp
New Jersey
$2.26M +$643K +2,356 +40%
CTA
735
Chesley Taft & Associates
Illinois
$2.24M +$149K +545 +7%
TCOV
736
Trust Company of Vermont
Vermont
$2.24M +$29.5K +108 +1%
CBT
737
Central Bank & Trust
Kentucky
$2.24M -$231K -846 -9%
RG
738
Rikoon Group
New Mexico
$2.23M +$10.4K +38 +0.5%
RWA
739
River Wealth Advisors
Pennsylvania
$2.22M +$91.5K +335 +4%
EWF
740
Epstein & White Financial
California
$2.21M -$579K -2,120 -21%
VF
741
Virtu Financial
New York
$2.19M +$2.19M +8,019 New
SMG
742
Smart Money Group
Texas
$2.18M -$231K -845 -10%
MCM
743
Mitchell Capital Management
Kansas
$2.17M -$355K -1,301 -14%
SEI Investments
744
SEI Investments
Pennsylvania
$2.17M +$277K +1,013 +15%
QA
745
Quantitative Advantage
Minnesota
$2.15M +$181K +662 +9%
GC
746
Gratus Capital
Georgia
$2.13M -$78.6K -288 -4%
SCM
747
Southport Capital Management
Tennessee
$2.13M +$627K +2,296 +42%
HBWM
748
Hollow Brook Wealth Management
New York
$2.13M +$34.1K +125 +2%
LPT
749
Legacy Private Trust
Wisconsin
$2.12M -$335K -1,228 -14%
T. Rowe Price Associates
750
T. Rowe Price Associates
Maryland
$2.12M +$1.75M +6,393 +470%
28 29
30
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