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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
776
White Pine Capital
Minnesota
$767K +$13.1K +55 +2%
Capital Fund Management (CFM)
777
Capital Fund Management (CFM)
France
$767K +$767K +3,233 New
PAMG
778
Patton Albertson Miller Group
Tennessee
$765K +$160K +664 +26%
TCOT
779
Trust Company of Toledo
Ohio
$760K – – –
CCT
780
Chemung Canal Trust
New York
$754K +$18K +76 +2%
FB
781
Fulton Bank
Pennsylvania
$752K +$97.5K +411 +15%
S
782
SignatureFD
Georgia
$748K -$37.7K -159 -5%
BO
783
Bank OZK
Arkansas
$748K +$195K +824 +35%
BG
784
Bahl & Gaynor
Ohio
$747K -$75K -316 -9%
KM
785
Kalos Management
Georgia
$743K -$14.2K -60 -2%
MHS
786
M Holdings Securities
Oregon
$742K +$6.17K +26 +0.8%
PG
787
Patten Group
Tennessee
$740K +$22.5K +95 +3%
FMC
788
First Merchants Corp
Indiana
$732K +$74.1K +312 +11%
PFA
789
Pure Financial Advisors
California
$727K +$82.6K +348 +13%
DBT
790
Dubuque Bank & Trust
Iowa
$725K -$131K -550 -15%
NGA
791
Naples Global Advisors
Florida
$723K +$71.2K +300 +11%
FFBTD
792
First Financial Bank - Trust Division
Ohio
$715K +$214K +904 +43%
RA
793
RFG Advisory
Alabama
$711K +$267K +1,132 +60%
GLA
794
Great Lakes Advisors
Illinois
$708K +$45.1K +190 +7%
CCT
795
Country Club Trust
Missouri
$704K +$704K +2,968 New
Invesco
796
Invesco
Georgia
$700K -$93.7K -395 -12%
ZF
797
Zhang Financial
Michigan
$700K -$13.2K -48 -2%
IWA
798
Intercontinental Wealth Advisors
Texas
$699K – – –
CFB
799
Cullen/Frost Bankers
Texas
$698K -$161K -677 -19%
GIA
800
GHP Investment Advisors
Colorado
$698K +$1.42K +6 +0.2%
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