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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 %
SIA
826
Starfire Investment Advisers
Michigan
$607K +$21.7K +92 +4%
EB
827
Eastern Bank
Massachusetts
$606K -$489K -2,065 -45%
IA
828
IndexIQ Advisors
New York
$603K +$55.3K +233 +10%
GHA
829
GW Henssler & Associates
Georgia
$590K +$313K +1,318 +113%
TW
830
Transform Wealth
Colorado
$589K +$63.3K +267 +12%
SCM
831
SOL Capital Management
Maryland
$588K +$588K +2,479 New
BCM
832
Brookmont Capital Management
Texas
$586K +$16.9K +71 +3%
PB
833
Pinnacle Bancorp
Nebraska
$584K +$584K +2,461 New
VCP
834
Vista Capital Partners
Oregon
$583K – – –
HCM
835
Harvest Capital Management
New Hampshire
$580K +$580K +2,443 New
FEG
836
Financial Enhancement Group
Indiana
$576K +$202K +852 +54%
HCM
837
Harvey Capital Management
Florida
$568K +$21.6K +91 +4%
EWM
838
Endurance Wealth Management
Rhode Island
$567K +$93.2K +393 +20%
SEIA
839
Signature Estate & Investment Advisors
California
$566K +$148K +623 +35%
SHJ
840
Sharkey, Howes & Javer
Colorado
$559K -$176K -744 -24%
BPCA
841
Bank Pictet & Cie (Asia)
Singapore
$558K – – –
NEPWA
842
New England Private Wealth Advisors
Massachusetts
$558K +$131K +553 +31%
BTIS
843
BB&T Investment Services
North Carolina
$558K +$168K +706 +43%
RJA
844
Robshaw & Julian Associates
New York
$557K – – –
BCM
845
BTR Capital Management
California
$557K – – –
HCM
846
Hengehold Capital Management
Ohio
$557K – – –
1SB
847
1ST Source Bank
Indiana
$557K +$107K +450 +24%
PP
848
Patten & Patten
Tennessee
$555K +$474 +2 +0.1%
CNC
849
Citizens & Northern Corp
Pennsylvania
$550K -$688K -2,895 -56%
LC
850
Lourd Capital
California
$550K -$77.2K -325 -12%
32 33
34
35 36