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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
901
Parkside Advisors
California
$1.04M +$1.04M +3,928 New
CWM
902
Connecticut Wealth Management
Connecticut
$1.04M – – –
PP
903
Patten & Patten
Tennessee
$1.04M -$156K -587 -13%
PL
904
Parthenon LLC
Kentucky
$1.03M – – –
SEIA
905
Signature Estate & Investment Advisors
California
$1.03M +$86.5K +326 +9%
ACP
906
Arcus Capital Partners
Georgia
$1.03M +$3.19K +12 +0.3%
CFD
907
Creative Financial Designs
Indiana
$1.02M +$234K +883 +30%
CAM
908
Close Asset Management
United Kingdom
$1.02M -$33.2K -128 -3%
AIM
909
AMI Investment Management
Indiana
$1.01M -$212K -800 -17%
SWP
910
Strategic Wealth Partners
Ohio
$1.01M -$3.75M -14,117 -79%
Lido Advisors
911
Lido Advisors
California
$1.01M -$2.36M -8,894 -70%
ACP
912
Aviance Capital Partners
Florida
$1.01M +$14.6K +55 +1%
MG
913
McCutchen Group
Washington
$1M +$4.77K +18 +0.5%
IWA
914
Intercontinental Wealth Advisors
Texas
$979K +$243K +916 +33%
MMHP
915
Murphy Middleton Hinkle & Parker
Georgia
$967K -$32.6K -123 -3%
SFP
916
Shepherd Financial Partners
Massachusetts
$967K +$61K +231 +7%
PPCM
917
Pillar Pacific Capital Management
California
$967K +$87.9K +331 +10%
WT
918
Washington Trust
Rhode Island
$963K -$2.92K -11 -0.3%
IC
919
Iconiq Capital
California
$962K – – –
KBFS
920
Kohmann Bosshard Financial Services
Ohio
$962K – – –
SG Americas Securities
921
SG Americas Securities
New York
$961K -$2.25M -8,468 -70%
RG
922
Rathbones Group
United Kingdom
$959K – – –
EGA
923
E&G Advisors
Texas
$959K +$16.7K +63 +2%
MHS
924
M Holdings Securities
Oregon
$956K +$70.8K +267 +8%
FWSM
925
First Wilshire Securities Management
California
$955K – – –
35 36
37
38 39