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 %
HPC
901
HM Payson & Co
Maine
$525K +$525K +2,158 New
AWM
902
Affinity Wealth Management
Delaware
$524K -$3.89K -16 -0.7%
PWMAG
903
Pinnacle Wealth Management Advisory Group
New Jersey
$522K +$150K +616 +40%
SWPG
904
Strategic Wealth Partners Group
Illinois
$512K +$159K +655 +45%
PC
905
Peavine Capital
Nevada
$506K – – –
TCM
906
Tuttle Capital Management
Connecticut
$506K +$506K +2,078 New
SGAM
907
Steinberg Global Asset Management
Florida
$504K +$204K +840 +68%
FWM
908
FFT Wealth Management
Pennsylvania
$500K – – –
TCCM
909
Timber Creek Capital Management
Massachusetts
$499K -$3.65K -15 -0.7%
CI
910
Cavalier Investments
Georgia
$498K – – –
TTWM
911
TCV Trust & Wealth Management
Virginia
$498K – – –
BFM
912
Boston Financial Management
Massachusetts
$491K -$49.6K -204 -9%
MIM
913
Montgomery Investment Management
Maryland
$489K – – –
HCM
914
Horan Capital Management
Maryland
$489K +$3.65K +15 +0.8%
NB
915
Nicolet Bankshares
Wisconsin
$489K +$13.4K +55 +3%
BC
916
Barnett & Company
Tennessee
$487K -$7.31K -30 -1%
WPA
917
West Paces Advisors
Georgia
$487K – – –
LWM
918
Lenox Wealth Management
Ohio
$482K -$163K -671 -25%
MWM
919
Merriman Wealth Management
Washington
$482K +$243 +1 +0.1%
JC
920
Jentner Corp
Ohio
$479K – – –
KWM
921
Kingsview Wealth Management
Oregon
$478K +$19K +78 +4%
CIS
922
Connors Investor Services
Pennsylvania
$475K – – –
MWM
923
Mission Wealth Management
California
$469K +$77.1K +317 +20%
CCM
924
Cribstone Capital Management
Maine
$460K -$28K -115 -6%
TSS
925
Two Sigma Securities
New York
$458K +$458K +1,881 New
35 36
37
38 39