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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.35B
2
BlackRock
BlackRock
New York
+$1.75B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626M
4
Wells Fargo
Wells Fargo
California
+$478M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$475M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$987M
2
JRP
Jasper Ridge Partners
California
-$527M
3
USAA
United Services Automobile Association
Texas
-$470M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
826
Buckhead Capital Management
Georgia
$3.54M -$44.2K -148 -1%
BAMG
827
Brand Asset Management Group
Missouri
$3.5M -$4.48K -15 -0.1%
SWPG
828
Strategic Wealth Partners Group
Illinois
$3.5M +$1.9M +6,350 +118%
AWE
829
Avidian Wealth Enterprises
Texas
$3.5M +$2.88M +9,653 +467%
QAM
830
Q3 Asset Management
Michigan
$3.49M +$3.49M +11,703 New
WCM
831
Wealthcare Capital Management
Virginia
$3.47M -$110K -368 -3%
HFS
832
Howard Financial Services
Texas
$3.42M – – –
ACI
833
AMP Capital Investors
Australia
$3.42M +$2.05M +6,900 +150%
WMA
834
Wealth Management Associates
New Jersey
$3.39M +$227K +759 +7%
TC
835
TownSquare Capital
Utah
$3.38M +$181K +584 +6%
PGFC
836
Peapack-Gladstone Financial Corp
New Jersey
$3.37M +$334K +1,119 +11%
KWM
837
Kingsview Wealth Management
Oregon
$3.35M -$187K -626 -5%
SFG
838
Summit Financial Group
West Virginia
$3.34M -$469K -1,570 -12%
UTC
839
Unified Trust Company
Kentucky
$3.27M -$5.37K -18 -0.2%
BIA
840
Bigelow Investment Advisors
Maine
$3.27M +$189K +633 +6%
RMAM
841
Raab & Moskowitz Asset Management
New Jersey
$3.26M -$43K -144 -1%
WS
842
Wedbush Securities
California
$3.26M +$62.4K +209 +2%
VLC
843
Van Leeuwen & Company
New Jersey
$3.24M -$60.6K -203 -2%
Zurich Cantonal Bank
844
Zurich Cantonal Bank
Switzerland
$3.24M – – –
FB
845
Fulton Bank
Pennsylvania
$3.22M +$180K +604 +6%
GLLW
846
Graves Light Lenhart Wealth
Virginia
$3.22M +$168K +551 +6%
PFGIA
847
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M +$2.28M +7,641 +247%
BO
848
BRR OpCo
Ohio
$3.18M +$367K +1,230 +13%
CCA
849
Cobblestone Capital Advisors
New York
$3.16M -$33.1K -111 -1%
GEA
850
Glen Eagle Advisors
New Jersey
$3.15M +$75.5K +253 +2%
32 33
34
35 36