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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 %
APP
901
Avantax Planning Partners
Iowa
$411K -$62.2K -262 -13%
OA
902
Outfitter Advisors
Virginia
$410K – – –
FAM
903
Flaharty Asset Management
Florida
$409K +$409K +1,732 New
KP
904
Keel Point
Alabama
$405K -$339K -1,429 -46%
CA
905
Cambridge Advisors
Nebraska
$402K -$593K -2,499 -60%
CFA
906
Cahill Financial Advisors
Minnesota
$402K +$105K +442 +35%
WAM
907
Weatherly Asset Management
California
$393K +$8.3K +35 +2%
AWE
908
Avidian Wealth Enterprises
Texas
$391K +$391K +1,649 New
EDRH
909
Edmond de Rothschild Holding
Switzerland
$389K -$631K -2,660 -62%
CCP
910
Corient Capital Partners
California
$389K – – –
AIA
911
Armor Investment Advisors
North Carolina
$387K -$35.6K -150 -8%
SPWA
912
SteelBridge Private Wealth Advisors
Florida
$387K +$77K +325 +25%
MC
913
Mathes Company
New York
$386K – – –
AMCA
914
Arthur M. Cohen & Associates
Illinois
$386K – – –
AIM
915
Avity Investment Management
Connecticut
$384K -$11.9K -50 -3%
MWM
916
Mission Wealth Management
California
$382K -$58.8K -248 -13%
AAC
917
Asset Advisors Corp
Georgia
$381K – – –
TIA
918
Tiemann Investment Advisors
California
$379K -$155K -652 -29%
BCP
919
Berkeley Capital Partners
Georgia
$376K +$376K +1,583 New
RT
920
Rockland Trust
Massachusetts
$374K -$59.6K -251 -14%
LIA
921
LS Investment Advisors
Michigan
$370K – – –
RFA
922
Reilly Financial Advisors
California
$370K +$7.12K +30 +2%
CAM
923
Carret Asset Management
New York
$365K +$11.9K +50 +3%
Thrivent Financial for Lutherans
924
Thrivent Financial for Lutherans
Minnesota
$364K – – –
LNWWM
925
Laird Norton Wetherby Wealth Management
California
$364K – – –
35 36
37
38 39