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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
851
Stockman Wealth Management
Montana
$1.4M -$13.1K -48 -0.9%
AAP
852
Arax Advisory Partners
Colorado
$1.39M – – –
DAS
853
Dynamic Advisor Solutions
Arizona
$1.39M +$116K +423 +9%
BRWA
854
B. Riley Wealth Advisors
Florida
$1.38M +$407K +1,491 +42%
MS
855
Marshall & Sullivan
Washington
$1.37M – – –
BJ
856
Brouwer & Janachowski
California
$1.36M -$11.7K -43 -0.9%
FTUS
857
Flow Traders U.S.
New York
$1.35M -$1.16M -4,231 -46%
LFG
858
Larson Financial Group
Missouri
$1.35M -$127K -464 -9%
HCA
859
Horan Capital Advisors
Ohio
$1.34M -$117K -430 -8%
DWM
860
Dakota Wealth Management
Florida
$1.34M +$1.34M +4,903 New
CCG
861
Cypress Capital Group
Florida
$1.33M +$508K +1,860 +62%
G
862
Gainplan
Michigan
$1.33M +$538K +1,969 +68%
PI
863
Parkside Investments
Illinois
$1.33M +$317K +1,120 +31%
NEPWA
864
New England Private Wealth Advisors
Massachusetts
$1.32M +$173K +632 +15%
GP
865
Girard Partners
Pennsylvania
$1.31M -$293K -1,074 -18%
AMM
866
American Money Management
California
$1.31M +$57.3K +210 +5%
MMHP
867
Murphy Middleton Hinkle & Parker
Georgia
$1.31M +$314K +1,150 +32%
CFD
868
Creative Financial Designs
Indiana
$1.31M +$256K +937 +24%
HH
869
Hilltop Holdings
Texas
$1.3M -$2.3M -8,440 -64%
W
870
Wealthfront
California
$1.3M -$336K -1,229 -21%
GC
871
Grace Capital
Massachusetts
$1.29M +$1.29M +4,740 New
ZIC
872
ZWJ Investment Counsel
Georgia
$1.29M -$191K -698 -13%
VWA
873
V Wealth Advisors
Kansas
$1.29M -$19.6K -70 -1%
LCM
874
Liberty Capital Management
Michigan
$1.29M – – –
HL
875
HeadInvest LLC
Maine
$1.28M -$8.19K -30 -0.6%
33 34
35
36 37