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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 %
NHC
826
Nicholas Hoffman & Company
Georgia
$727K +$60.1K +247 +9%
LC
827
LCNB Corp
Ohio
$722K -$133K -545 -16%
VHAM
828
Van Hulzen Asset Management
California
$720K +$14.6K +60 +2%
EWA
829
Exencial Wealth Advisors
Oklahoma
$719K -$217K -890 -23%
GIA
830
GHP Investment Advisors
Colorado
$718K +$1.7K +7 +0.2%
NFG
831
Nations Financial Group
Iowa
$718K +$53.3K +219 +8%
SWM
832
Segment Wealth Management
Texas
$712K +$469K +1,926 +193%
GWA
833
Guidant Wealth Advisors
Illinois
$709K +$50K +205 +8%
PP
834
Patten & Patten
Tennessee
$700K +$130K +535 +23%
KM
835
Kalos Management
Georgia
$696K -$65.9K -271 -9%
CA
836
Corrado Advisors
New Jersey
$693K – – –
CCM
837
Carlson Capital Management
Minnesota
$691K -$20.4K -84 -3%
HPIA
838
Hamilton Point Investment Advisors
North Carolina
$680K – – –
FEG
839
Financial Enhancement Group
Indiana
$678K +$86.9K +357 +15%
BTNA
840
Bremer Trust National Association
Minnesota
$676K -$3.65K -15 -0.5%
IWA
841
Intercontinental Wealth Advisors
Texas
$675K -$41.4K -170 -6%
CASB
842
Cape Ann Savings Bank
Massachusetts
$670K -$2.68K -11 -0.4%
BTW
843
Boston Trust Walden
Massachusetts
$662K +$341K +1,399 +106%
SCM
844
Southport Capital Management
Tennessee
$661K +$156K +640 +31%
PFA
845
Pure Financial Advisors
California
$660K -$85.7K -352 -11%
AT
846
Arden Trust
Delaware
$660K – – –
DWM
847
Doyle Wealth Management
Florida
$660K +$167K +687 +34%
ZCA
848
Zeke Capital Advisors
Pennsylvania
$659K +$99.8K +410 +18%
Legal & General Group
849
Legal & General Group
United Kingdom
$657K -$361K -1,484 -35%
Fisher Asset Management
850
Fisher Asset Management
Washington
$645K +$645K +2,648 New
32 33
34
35 36