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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBWM
826
Sunflower Bank Wealth Management
Arizona
$1.47M – – –
DBRC
827
D.B. Root & Company
Pennsylvania
$1.47M +$266K +1,001 +22%
VCM
828
Violich Capital Management
California
$1.47M -$407K -1,534 -22%
AB
829
Atlas Brown
Kentucky
$1.47M +$693K +2,612 +89%
SCM
830
Southport Capital Management
Tennessee
$1.46M +$681K +2,567 +87%
BA
831
Ballew Advisors
Mississippi
$1.45M +$575K +2,166 +66%
WCF
832
West Coast Financial
California
$1.45M -$199K -751 -12%
ZIC
833
ZWJ Investment Counsel
Georgia
$1.44M -$3.18M -11,986 -69%
VR
834
Viridian RIA
Washington
$1.44M +$1.44M +5,405 New
LFG
835
Larson Financial Group
Missouri
$1.43M -$5.62M -21,180 -80%
OC
836
Oakworth Capital
Alabama
$1.43M -$225K -846 -14%
FTC
837
Farmers Trust Company
Ohio
$1.43M +$14.9K +56 +1%
HCA
838
Horan Capital Advisors
Ohio
$1.42M +$66.3K +250 +5%
GEA
839
Glen Eagle Advisors
New Jersey
$1.41M +$455K +1,713 +47%
ACI
840
Alpha Cubed Investments
California
$1.4M -$79.3K -299 -5%
CL
841
CIM LLC
New York
$1.4M +$3.45K +13 +0.2%
AEPG
842
American Economic Planning Group
New Jersey
$1.4M -$36.1K -136 -3%
MCM
843
McRae Capital Management
New Jersey
$1.38M -$9.56K -36 -0.7%
SWM
844
Stockman Wealth Management
Montana
$1.37M -$10.3K -39 -0.7%
CAM
845
Congress Asset Management
Massachusetts
$1.37M -$77.2K -291 -5%
DPI
846
Diversified Portfolios Inc
Michigan
$1.37M +$84.9K +320 +7%
AAP
847
Arax Advisory Partners
Colorado
$1.35M +$17K +64 +1%
BJ
848
Brouwer & Janachowski
California
$1.34M -$98.7K -372 -7%
MS
849
Marshall & Sullivan
Washington
$1.33M – – –
DACG
850
Donor Advised Charitable Giving
California
$1.31M +$34K +128 +3%
32 33
34
35 36