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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
801
Darwin Wealth Management
Florida
$1.61M +$173K +644 +12%
BCM
802
Breiter Capital Management
Florida
$1.61M +$1.61M +5,987 New
CT
803
Clearstead Trust
Maine
$1.61M +$490K +1,824 +44%
SG
804
StoneX Group
New York
$1.6M +$71K +264 +5%
PGFC
805
Peapack-Gladstone Financial Corp
New Jersey
$1.59M +$283K +1,053 +22%
BAAM
806
Baker Avenue Asset Management
California
$1.58M -$198K -735 -11%
AIM
807
Aspen Investment Management
Michigan
$1.58M – – –
PC
808
Pecaut & Co
Iowa
$1.56M – – –
CPIA
809
Cornell Pochily Investment Advisors
New York
$1.56M +$1.56M +5,801 New
HH
810
Hilltop Holdings
Texas
$1.55M -$314K -1,167 -17%
AFS
811
Access Financial Services
Minnesota
$1.55M -$25K -93 -2%
MOACM
812
Mutual of America Capital Management
New York
$1.54M -$60.2K -224 -4%
Koshinski Asset Management
813
Koshinski Asset Management
Illinois
$1.52M +$374K +1,391 +33%
GA
814
Geller Advisors
New York
$1.51M +$9.14K +34 +0.6%
RC
815
RegentAtlantic Capital
New Jersey
$1.51M +$53.2K +198 +4%
RCWMU
816
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.5M -$5.38K -20 -0.4%
ACI
817
Alpha Cubed Investments
California
$1.5M +$68.8K +256 +5%
SBWM
818
Sunflower Bank Wealth Management
Arizona
$1.49M +$1.22M +4,550 +455%
AB
819
Amalgamated Bank
New York
$1.48M -$6.49M -24,125 -81%
MFP
820
Mosaic Financial Partners
California
$1.48M +$912K +34,976 +160%
CAM
821
Congress Asset Management
Massachusetts
$1.47M -$67.2K -250 -4%
BJ
822
Brouwer & Janachowski
California
$1.45M +$126K +468 +9%
AEPG
823
American Economic Planning Group
New Jersey
$1.45M -$270K -1,005 -16%
NAM
824
NTV Asset Management
West Virginia
$1.44M +$6.45K +24 +0.5%
FTC
825
Farmers Trust Company
Ohio
$1.43M +$1.43M +5,315 New
31 32
33
34 35