IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
851
Paulson Wealth Management
Illinois
$1.72M +$84.6K +307 +5%
AFS
852
Access Financial Services
Minnesota
$1.72M – – –
BA
853
Boston Advisors
Massachusetts
$1.71M +$111K +378 +7%
SFSIG
854
San Francisco Sentry Investment Group
California
$1.7M -$21.7K -74 -1%
WPC
855
White Pine Capital
Minnesota
$1.69M +$31.6K +108 +2%
RT
856
Rockland Trust
Massachusetts
$1.68M -$75.8K -259 -4%
GA
857
Geller Advisors
New York
$1.67M +$5K +17 +0.3%
BAAM
858
Baker Avenue Asset Management
California
$1.66M -$38.3K -131 -2%
DAS
859
Dynamic Advisor Solutions
Arizona
$1.66M +$172K +586 +12%
VCM
860
Violich Capital Management
California
$1.65M +$26.3K +90 +2%
ACI
861
Alpha Cubed Investments
California
$1.65M +$177K +635 +12%
IIC
862
Ironwood Investment Counsel
Arizona
$1.63M – – –
RCWMU
863
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.63M – – –
CFD
864
Creative Financial Designs
Indiana
$1.63M +$222K +760 +16%
AB
865
Atlas Brown
Kentucky
$1.61M -$29.3K -100 -2%
CCM
866
Coe Capital Management
Illinois
$1.59M +$273K +932 +21%
WCWM
867
Willow Creek Wealth Management
California
$1.58M -$36.9K -126 -2%
DWM
868
Dakota Wealth Management
Florida
$1.58M +$142K +486 +10%
CAM
869
Congress Asset Management
Massachusetts
$1.57M -$26.1K -89 -2%
CL
870
CIM LLC
New York
$1.56M -$31K -106 -2%
DBT
871
Dubuque Bank & Trust
Iowa
$1.55M +$653K +2,230 +72%
DPI
872
Diversified Portfolios Inc
Michigan
$1.55M -$21.4K -73 -1%
EK
873
Evensky & Katz
Florida
$1.54M +$36.9K +126 +2%
BJ
874
Brouwer & Janachowski
California
$1.54M +$78.1K +267 +5%
AFNAS
875
American Financial Network Advisory Services
California
$1.54M +$1.49M +5,083 +3,657%
33 34
35
36 37