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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 %
TCOT
876
Trust Company of Toledo
Ohio
$1.25M +$380K +1,393 +44%
SNT
877
Security National Trust
West Virginia
$1.24M -$34.1K -125 -3%
CCM
878
Coe Capital Management
Illinois
$1.23M -$4.1K -15 -0.3%
B
879
Bridgeworth
Alabama
$1.23M -$66.1K -242 -5%
MPI
880
Mairs & Power Inc
Minnesota
$1.22M – – –
BCM
881
Brookmont Capital Management
Texas
$1.22M +$79.7K +292 +7%
FPCG
882
Fort Pitt Capital Group
Pennsylvania
$1.21M -$524K -1,921 -30%
Koshinski Asset Management
883
Koshinski Asset Management
Illinois
$1.21M -$3.28K -12 -0.3%
EWA
884
Exencial Wealth Advisors
Oklahoma
$1.2M -$86.9K -318 -7%
SWK
885
Stephen W. Kidder
$1.2M -$27.3K -100 -2%
Tudor Investment Corp
886
Tudor Investment Corp
Connecticut
$1.19M +$1.19M +4,360 New
PWG
887
Private Wealth Group
Florida
$1.19M – – –
NFG
888
Nadler Financial Group
Illinois
$1.18M +$17.2K +63 +1%
STB
889
S&T Bank
Pennsylvania
$1.17M -$40.1K -147 -3%
EFS
890
Essex Financial Services
Connecticut
$1.15M -$2.54M -9,295 -69%
MCIA
891
Mountain Capital Investment Advisors
Colorado
$1.15M +$222K +814 +24%
PWPS
892
Pinnacle Wealth Planning Services
Ohio
$1.13M -$96.4K -353 -8%
WPW
893
Waldron Private Wealth
Pennsylvania
$1.12M +$2.73K +10 +0.2%
IAA
894
Ironsides Asset Advisors
North Carolina
$1.12M – – –
IC
895
InterOcean Capital
Illinois
$1.12M +$600K +2,198 +116%
MFIMFI
896
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.11M – – –
PCA
897
Personal Capital Advisors
California
$1.11M +$180K +658 +19%
CT
898
Cambridge Trust
Massachusetts
$1.11M -$554K -2,027 -33%
CCM
899
Colorado Capital Management
Colorado
$1.11M -$180K -658 -14%
NAM
900
NTV Asset Management
West Virginia
$1.11M -$30K -110 -3%
34 35
36
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