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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 %
FWSM
776
First Wilshire Securities Management
California
$931K – – –
ABC
777
Associated Banc-Corp
Wisconsin
$929K -$15.3K -63 -2%
SBL
778
Sargent Bickham Lagudis
Colorado
$923K -$44.3K -182 -5%
MG
779
McCutchen Group
Washington
$920K +$125K +515 +16%
TIM
780
Total Investment Management
Arizona
$906K +$21.2K +87 +2%
STMM
781
South Texas Money Management
Texas
$905K +$670K +2,753 +285%
SEI Investments
782
SEI Investments
Pennsylvania
$898K +$224K +921 +33%
EWM
783
Endurance Wealth Management
Rhode Island
$890K +$309K +1,269 +53%
HHGA
784
Halbert Hargrove Global Advisors
California
$887K – – –
IC
785
Iconiq Capital
California
$883K – – –
ECM
786
Exchange Capital Management
Michigan
$877K +$796K +3,272 +989%
WT
787
Washington Trust
Rhode Island
$867K +$55.8K +229 +7%
CRC
788
Curi RMB Capital
Illinois
$852K -$30.4K -125 -3%
ACP
789
Aviance Capital Partners
Florida
$850K – – –
WA
790
WFG Advisors
Texas
$846K +$774K +3,180 +1,074%
WF
791
Welch & Forbes
Massachusetts
$841K +$50.9K +209 +6%
JFA
792
JNBA Financial Advisors
Minnesota
$840K -$157K -643 -16%
EGA
793
E&G Advisors
Texas
$835K +$25.3K +104 +3%
PG
794
Patten Group
Tennessee
$834K +$55.6K +223 +7%
TF
795
Tompkins Financial
New York
$832K +$8.76K +36 +1%
PWW
796
Pettyjohn Wood & White
Virginia
$828K – – –
PPCM
797
Pillar Pacific Capital Management
California
$826K -$10.7K -44 -1%
IIM
798
Ipswich Investment Management
Massachusetts
$826K +$4.87K +20 +0.6%
RG
799
Rathbones Group
United Kingdom
$824K -$170K -700 -17%
SEIA
800
Signature Estate & Investment Advisors
California
$805K +$225K +922 +39%
30 31
32
33 34