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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 %
SQA
751
Simon Quick Advisors
New Jersey
$2.11M -$27K -99 -1%
JIC
752
Joel Isaacson & Co
New York
$2.11M – – –
OCM
753
One Capital Management
California
$2.1M -$4.12M -15,097 -66%
GP
754
Geneva Partners
Wisconsin
$2.09M -$21.3K -78 -1%
CCT
755
Chemung Canal Trust
New York
$2.08M +$438K +1,604 +27%
GIA
756
Guyasuta Investment Advisors
Pennsylvania
$2.07M +$232K +850 +13%
AC
757
Abbrea Capital
California
$2.05M +$27.4K +100 +1%
EWM
758
Endurance Wealth Management
Rhode Island
$2.05M +$322K +1,180 +19%
CMP
759
Courage Miller Partners
Virginia
$2.04M +$75.9K +278 +4%
JT
760
Jump Trading
Illinois
$2.04M +$2.04M +7,468 New
SFG
761
SNS Financial Group
Minnesota
$2.03M -$303K -1,110 -13%
RVPG
762
Relative Value Partners Group
$2.02M -$311K -1,134 -13%
Betterment LLC
763
Betterment LLC
New York
$2.01M -$27.6K -101 -1%
BFC
764
Bedel Financial Consulting
Indiana
$2M -$91.5K -335 -4%
PWAP
765
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.99M +$430K +1,576 +28%
IAS
766
IMA Advisory Services
Colorado
$1.97M -$798K -2,923 -29%
PFM
767
Parsec Financial Management
North Carolina
$1.96M -$7.37K -27 -0.4%
VIM
768
Vista Investment Management
Pennsylvania
$1.94M – – –
WA
769
Waverly Advisors
Alabama
$1.94M +$68.3K +250 +4%
NFG
770
Next Financial Group
Texas
$1.93M -$3.29M -12,044 -63%
OCM
771
Oakwood Capital Management
California
$1.93M -$57.6K -211 -3%
CF
772
Corrigan Financial
Rhode Island
$1.93M +$77K +282 +4%
FC
773
Financial Consulate
Maryland
$1.92M +$184K +674 +11%
SBH
774
Segall Bryant & Hamill
Illinois
$1.92M +$1.09M +3,981 +131%
CWM
775
Concentric Wealth Management
California
$1.92M -$220K -805 -10%
29 30
31
32 33