IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPCA
876
Bank Pictet & Cie (Asia)
Singapore
$573K – – –
1SB
877
1ST Source Bank
Indiana
$572K – – –
HCMNY
878
Howard Capital Management (New York)
New York
$572K +$572K +2,349 New
BCM
879
BTR Capital Management
California
$571K – – –
BPB
880
Badgley, Phelps & Bell
Washington
$571K +$21.9K +90 +4%
LC
881
Lourd Capital
California
$564K – – –
APCM
882
Alaska Permanent Capital Management
Alaska
$564K +$564K +2,318 New
PFBT
883
Parkside Financial Bank & Trust
Missouri
$563K +$57.2K +235 +11%
TH
884
TCTC Holdings
Texas
$558K – – –
HF
885
HRT Financial
New York
$558K +$558K +2,296 New
Luther King Capital Management (LKCM)
886
Luther King Capital Management (LKCM)
Texas
$555K – – –
LS
887
Lattice Strategies
Pennsylvania
$555K – – –
CNC
888
Citizens & Northern Corp
Pennsylvania
$551K -$12.7K -52 -2%
CFA
889
Cahill Financial Advisors
Minnesota
$549K +$137K +561 +33%
GKWIM
890
Gerber Kawasaki Wealth & Investment Management
California
$545K -$160K -655 -23%
BA
891
Boston Advisors
Massachusetts
$545K +$255K +1,047 +88%
FNBOO
892
First National Bank of Omaha
Nebraska
$543K +$73.1K +300 +16%
BIAS
893
Beacon Investment Advisory Services
New Jersey
$543K +$279K +1,147 +106%
PI
894
Parkside Investments
Illinois
$542K +$542K +2,228 New
CT
895
Clearstead Trust
Maine
$536K +$536K +2,204 New
GAM
896
Gemmer Asset Management
California
$531K -$18.5K -76 -3%
LA
897
Leonetti & Associates
Illinois
$531K +$14.1K +58 +3%
FWIA
898
Fort Washington Investment Advisors
Ohio
$530K – – –
PI
899
PHH Investments
Texas
$530K +$530K +2,178 New
HCM
900
Hengehold Capital Management
Ohio
$528K -$43.8K -180 -8%
34 35
36
37 38