IVV icon

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 %
NFG
826
Next Financial Group
Texas
$1.42M -$94.1K -350 -6%
MWM
827
Merriman Wealth Management
Washington
$1.42M +$376K +1,398 +36%
CL
828
CIM LLC
New York
$1.41M +$98.1K +365 +7%
MCM
829
McRae Capital Management
New Jersey
$1.41M +$9.14K +34 +0.7%
SWM
830
Stockman Wealth Management
Montana
$1.4M -$22.9K -85 -2%
ADL
831
Asset Dedication LLC
California
$1.4M -$133K -493 -9%
HCA
832
Horan Capital Advisors
Ohio
$1.37M -$30.9K -115 -2%
AWA
833
Arete Wealth Advisors
Illinois
$1.36M +$382K +1,419 +39%
AAP
834
Arax Advisory Partners
Colorado
$1.36M +$1.34M +4,987 +9,067%
ZIM
835
Zacks Investment Management
Illinois
$1.35M +$1.35M +5,033 New
SWM
836
SVA Wealth Management
Wisconsin
$1.35M +$95.7K +356 +8%
MS
837
Marshall & Sullivan
Washington
$1.34M – – –
JIP
838
Jaffetilchin Investment Partners
Florida
$1.34M -$2.38M -8,869 -64%
LFS
839
Lutz Financial Services
Nebraska
$1.33M +$1.33M +4,931 New
VWA
840
V Wealth Advisors
Kansas
$1.31M -$9.52M -34,142 -88%
DPI
841
Diversified Portfolios Inc
Michigan
$1.3M -$12.9K -48 -1%
EWM
842
Endurance Wealth Management
Rhode Island
$1.3M +$261K +970 +25%
DACG
843
Donor Advised Charitable Giving
California
$1.3M +$1.3M +4,821 New
Invesco
844
Invesco
Georgia
$1.29M -$603K -2,243 -32%
CCM
845
Colorado Capital Management
Colorado
$1.29M -$53.2K -198 -4%
VNIM
846
Vaughan Nelson Investment Management
Texas
$1.28M -$356K -1,325 -22%
HL
847
HeadInvest LLC
Maine
$1.28M -$8.07K -30 -0.6%
FFBTD
848
First Financial Bank - Trust Division
Ohio
$1.28M +$176K +653 +16%
AFNAS
849
American Financial Network Advisory Services
California
$1.28M +$11.6K +43 +0.9%
CCT
850
Chemung Canal Trust
New York
$1.28M +$157K +583 +14%
32 33
34
35 36