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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIA
801
Cornell Pochily Investment Advisors
New York
$1.66M -$9.61K -35 -0.6%
AEPG
802
American Economic Planning Group
New Jersey
$1.65M +$214K +785 +15%
AIM
803
Aspen Investment Management
Michigan
$1.64M +$37.4K +137 +2%
UR
804
USCA RIA
Texas
$1.64M -$10.6K -39 -0.6%
RT
805
Rockland Trust
Massachusetts
$1.64M -$560K -2,050 -25%
TIM
806
Total Investment Management
Arizona
$1.64M -$95K -348 -5%
IA
807
IndexIQ Advisors
New York
$1.63M +$1.63M +5,976 New
MC
808
Miles Capital
Iowa
$1.63M -$34.9K -128 -2%
PWM
809
Paulson Wealth Management
Illinois
$1.63M -$81.6K -299 -5%
PC
810
Pecaut & Co
Iowa
$1.61M – – –
SCA
811
Sage Capital Advisors
South Dakota
$1.61M -$65.5K -240 -4%
SFSIG
812
San Francisco Sentry Investment Group
California
$1.6M -$587K -2,150 -27%
EWA
813
EP Wealth Advisors
California
$1.6M +$22.4K +82 +1%
AFS
814
Access Financial Services
Minnesota
$1.6M – – –
BAAM
815
Baker Avenue Asset Management
California
$1.59M -$62.3K -228 -4%
BCM
816
Breiter Capital Management
Florida
$1.59M -$50.5K -185 -3%
AWA
817
Arete Wealth Advisors
Illinois
$1.58M +$457K +1,674 +41%
AB
818
Atlas Brown
Kentucky
$1.57M +$16.9K +60 +1%
VAM
819
Visionary Asset Management
Texas
$1.57M -$248K -904 -14%
AFP
820
Ausdal Financial Partners
Iowa
$1.56M -$71.8K -263 -4%
BS
821
Boenning & Scattergood
Pennsylvania
$1.55M +$1.55M +5,691 New
CGA
822
Crescent Grove Advisors
Illinois
$1.55M +$278K +1,014 +22%
WPC
823
White Pine Capital
Minnesota
$1.55M +$304K +1,112 +24%
GA
824
Geller Advisors
New York
$1.54M – – –
IIC
825
Ironwood Investment Counsel
Arizona
$1.52M -$96.6K -354 -6%
31 32
33
34 35