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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
751
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$100K +410 +10%
EK
752
Evensky & Katz
Florida
$1.05M -$14.1K -58 -1%
SI
753
Stephens Inc
Arkansas
$1.05M -$91K -374 -8%
WHG
754
Westwood Holdings Group
Texas
$1.05M +$1.05M +4,297 New
SBH
755
Segall Bryant & Hamill
Illinois
$1.04M +$159K +652 +18%
HWM
756
Highwater Wealth Management
Colorado
$1.04M -$108K -445 -9%
CGA
757
Crescent Grove Advisors
Illinois
$1.03M +$1.03M +4,243 New
CCT
758
Country Club Trust
Missouri
$1.03M +$307K +1,260 +42%
Koshinski Asset Management
759
Koshinski Asset Management
Illinois
$1.02M -$6.09K -25 -0.6%
FCAG
760
First Capital Advisors Group
New Jersey
$1.02M +$1.02M +4,186 New
SAM
761
Summit Asset Management
Tennessee
$1.01M – – –
TNBTD
762
Trustmark National Bank Trust Department
Mississippi
$1.01M +$42.1K +173 +4%
W
763
Wealthfront
California
$1.01M -$226K -930 -18%
SNT
764
Security National Trust
West Virginia
$1M – – –
FPCG
765
Fort Pitt Capital Group
Pennsylvania
$1M +$117K +481 +13%
IAA
766
Ironsides Asset Advisors
North Carolina
$998K – – –
CAM
767
Close Asset Management
United Kingdom
$993K – – –
CIAS
768
Capital Investment Advisory Services
North Carolina
$993K +$357K +1,468 +56%
FWM
769
Focused Wealth Management
New York
$980K -$28K -115 -3%
RA
770
RFG Advisory
Alabama
$979K +$245K +1,006 +33%
CWM
771
Connecticut Wealth Management
Connecticut
$972K -$49.5K -203 -5%
PHS
772
Pekin Hardy Strauss
Illinois
$959K – – –
FFBTD
773
First Financial Bank - Trust Division
Ohio
$954K +$220K +905 +30%
PL
774
Parthenon LLC
Kentucky
$941K – – –
JIR
775
James Investment Research
Ohio
$933K -$353K -1,450 -27%
29 30
31
32 33