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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 %
RCM
851
Riverhead Capital Management
Delaware
$1.27M -$12.8M -47,766 -91%
SNT
852
Security National Trust
West Virginia
$1.27M +$238K +887 +23%
EWA
853
Exencial Wealth Advisors
Oklahoma
$1.26M +$383K +1,423 +43%
CLOS
854
Compagnie Lombard Odier SCmA
Switzerland
$1.26M -$813K -3,026 -39%
AP
855
Appleton Partners
Massachusetts
$1.26M -$28.2K -105 -2%
CCM
856
Coe Capital Management
Illinois
$1.24M -$807 -3 -0.1%
AIM
857
AMI Investment Management
Indiana
$1.24M +$1.24M +4,607 New
IFWM
858
Institute for Wealth Management
Colorado
$1.24M +$1.24M +4,609 New
WAOTB
859
Wealth Advisors of Tampa Bay
Florida
$1.24M +$1.24M +4,489 New
VDI
860
Vaughan David Investments
Illinois
$1.24M +$1.24M +4,604 New
NFG
861
Nadler Financial Group
Illinois
$1.23M +$269 +1 +0%
DBRC
862
D.B. Root & Company
Pennsylvania
$1.22M +$1.22M +4,546 New
B
863
Bridgeworth
Alabama
$1.21M +$488K +1,816 +68%
SWK
864
Stephen W. Kidder
$1.21M – – –
EM
865
Excalibur Management
Massachusetts
$1.21M – – –
EK
866
Evensky & Katz
Florida
$1.21M +$52.7K +196 +5%
PP
867
Patten & Patten
Tennessee
$1.21M +$433K +1,609 +56%
MPI
868
Mairs & Power Inc
Minnesota
$1.2M -$40.3K -150 -3%
DIA
869
Denver Investment Advisors
Colorado
$1.2M -$30.9K -115 -3%
STB
870
S&T Bank
Pennsylvania
$1.2M -$23.9K -89 -2%
BA
871
Boston Advisors
Massachusetts
$1.2M +$544K +2,022 +83%
EWM
872
Empirical Wealth Management
Washington
$1.2M -$184K -685 -13%
AMM
873
American Money Management
California
$1.19M -$163K -606 -12%
Legal & General Group
874
Legal & General Group
United Kingdom
$1.19M -$338K -1,258 -22%
3AM
875
3D Asset Management
Connecticut
$1.18M -$31.2K -116 -3%
33 34
35
36 37