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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
751
Aureus Asset Management
Massachusetts
$2.63M +$793K +2,707 +43%
AA
752
Advisory Alpha
Michigan
$2.6M +$125K +152 +5%
BBPWM
753
Blue Bell Private Wealth Management
Pennsylvania
$2.59M -$190K -650 -7%
FWP
754
FAS Wealth Partners
Kansas
$2.58M +$66.2K +226 +3%
NVCHI
755
New Vernon Capital Holdings II
New Jersey
$2.55M +$2.55M +8,697 New
FPCP
756
Fort Point Capital Partners
California
$2.54M +$72.6K +248 +3%
MCM
757
Mitchell Capital Management
Kansas
$2.53M +$207K +706 +9%
CCP
758
Corient Capital Partners
California
$2.53M – – –
MSAM
759
Moloney Securities Asset Management
Missouri
$2.53M -$538K -1,838 -18%
AF
760
Affiance Financial
Minnesota
$2.5M -$102K -348 -4%
CAG
761
Csenge Advisory Group
Florida
$2.5M +$1.87M +6,866 +298%
HT
762
Heritage Trust
Oklahoma
$2.49M – – –
FIB
763
First Interstate Bank
Montana
$2.48M – – –
Nisa Investment Advisors
764
Nisa Investment Advisors
Missouri
$2.48M -$59.3M -202,439 -96%
PGFC
765
Peapack-Gladstone Financial Corp
New Jersey
$2.47M +$52.7K +180 +2%
TCOV
766
Trust Company of Vermont
Vermont
$2.47M +$74.4K +254 +3%
RWA
767
River Wealth Advisors
Pennsylvania
$2.46M +$80.2K +274 +3%
LPT
768
Legacy Private Trust
Wisconsin
$2.46M +$184K +630 +8%
FPTW
769
Franklin, Parlapiano, Turner & Welch
Texas
$2.45M -$77.3K -264 -3%
CCM
770
Cohen Capital Management
California
$2.45M +$4.1K +14 +0.2%
CTA
771
Chesley Taft & Associates
Illinois
$2.43M +$26.3K +90 +1%
AFP
772
Ausdal Financial Partners
Iowa
$2.41M +$740K +2,529 +44%
AIA
773
Arcadia Investment Advisors
Idaho
$2.41M -$18.1K -62 -0.7%
AF
774
Alerus Financial
North Dakota
$2.4M -$658K -2,248 -21%
CA
775
Capital Advantage
California
$2.4M -$204K -696 -8%
29 30
31
32 33