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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
876
Doyle Wealth Management
Florida
$481K +$481K +2,026 New
MIM
877
Montgomery Investment Management
Maryland
$477K +$477K +2,009 New
CCM
878
Cribstone Capital Management
Maine
$475K -$23.7K -100 -5%
WPA
879
West Paces Advisors
Georgia
$475K – – –
HCM
880
Horan Capital Management
Maryland
$473K -$27.5K -116 -5%
MWM
881
Merriman Wealth Management
Washington
$470K -$2.17M -9,146 -82%
JC
882
Jentner Corp
Ohio
$467K +$467K +1,969 New
AF
883
Allworth Financial
California
$464K +$70.9K +299 +18%
NB
884
Nicolet Bankshares
Wisconsin
$464K +$237K +997 +104%
CIS
885
Connors Investor Services
Pennsylvania
$463K – – –
FNBOO
886
First National Bank of Omaha
Nebraska
$458K -$214K -903 -32%
OSNBOA
887
Old Second National Bank of Aurora
Illinois
$451K – – –
KWM
888
Kingsview Wealth Management
Oregon
$447K +$447K +1,886 New
SFSG
889
Stearns Financial Services Group
North Carolina
$443K -$135K -571 -23%
LPIC
890
LeJeune Puetz Investment Counsel
Michigan
$440K +$24K +101 +6%
WP
891
WealthPLAN Partners
Nebraska
$439K +$439K +1,859 New
SIAS
892
Shine Investment Advisory Services
Colorado
$438K +$438K +1,844 New
CCG
893
Cypress Capital Group
Florida
$437K – – –
HCM
894
HM Capital Management
Missouri
$435K – – –
MBT
895
Monroe Bank & Trust
Michigan
$431K +$89.3K +376 +26%
LDB
896
Lee, Danner & Bass
Tennessee
$423K – – –
MLL
897
Moody Lynn & Lieberson
Massachusetts
$421K – – –
VFA
898
Virtus Fund Advisers
Connecticut
$419K -$22.8K -96 -5%
HCC
899
Hirtle Callaghan & Co
Pennsylvania
$418K – – –
CFA
900
Capstone Financial Advisors
Illinois
$414K -$50.8K -214 -11%
34 35
36
37 38