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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 %
EFS
801
Essex Financial Services
Connecticut
$694K -$456K -1,923 -40%
CCM
802
Carlson Capital Management
Minnesota
$694K +$52.5K +221 +8%
BA
803
BKS Advisors
Michigan
$692K +$60.8K +256 +10%
VHAM
804
Van Hulzen Asset Management
California
$688K -$2.11M -8,885 -75%
Simplex Trading
805
Simplex Trading
Illinois
$684K +$684K +2,885 New
GKWIM
806
Gerber Kawasaki Wealth & Investment Management
California
$682K +$44.8K +190 +7%
CA
807
Corrado Advisors
New Jersey
$675K +$2.85K +12 +0.4%
CPIG
808
Chicago Partners Investment Group
Illinois
$670K +$47.2K +199 +8%
KFS
809
Kurt F. Somerville
$664K – – –
BTNA
810
Bremer Trust National Association
Minnesota
$663K -$21.8K -92 -3%
HPIA
811
Hamilton Point Investment Advisors
North Carolina
$663K -$10.7K -45 -2%
CFD
812
Creative Financial Designs
Indiana
$658K -$131K -554 -17%
HTC
813
Haverford Trust Company
Pennsylvania
$658K -$81.6K -344 -11%
SEI Investments
814
SEI Investments
Pennsylvania
$656K -$102K -431 -13%
CASB
815
Cape Ann Savings Bank
Massachusetts
$655K +$7.11K +30 +1%
NHC
816
Nicholas Hoffman & Company
Georgia
$650K +$237 +1 +0%
NFG
817
Nations Financial Group
Iowa
$648K -$209K -879 -24%
AT
818
Arden Trust
Delaware
$644K – – –
GWA
819
Guidant Wealth Advisors
Illinois
$638K -$51.7K -219 -7%
LWM
820
Lenox Wealth Management
Ohio
$629K -$3.32K -14 -0.5%
CCA
821
Clearwater Capital Advisors
Illinois
$628K -$29.8K -126 -5%
CG
822
CFO4Life Group
Texas
$625K +$625K +2,636 New
CIAS
823
Capital Investment Advisory Services
North Carolina
$620K +$352K +1,483 +131%
SFM
824
Signature Financial Management
Virginia
$616K – – –
SLT
825
St Louis Trust
Missouri
$613K – – –
31 32
33
34 35