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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 %
CAN
901
Claraphi Advisory Network
United States
$1.1M -$209K -766 -16%
DWM
902
Doyle Wealth Management
Florida
$1.1M +$382K +1,399 +53%
CWM
903
Connecticut Wealth Management
Connecticut
$1.1M +$2.74K +10 +0.3%
FCAG
904
First Capital Advisors Group
New Jersey
$1.09M – – –
WAOTB
905
Wealth Advisors of Tampa Bay
Florida
$1.09M -$18.3K -67 -2%
BBA
906
BLB&B Advisors
Pennsylvania
$1.09M +$675K +2,474 +164%
SAM
907
Summit Asset Management
Tennessee
$1.09M -$33.6K -123 -3%
PA
908
Parkside Advisors
California
$1.08M – – –
PP
909
Patten & Patten
Tennessee
$1.07M +$4.64K +17 +0.4%
RG
910
Rathbones Group
United Kingdom
$1.06M +$71.8K +263 +7%
PL
911
Parthenon LLC
Kentucky
$1.06M – – –
MFW
912
Mosaic Family Wealth
Missouri
$1.05M -$227K -832 -18%
SFP
913
Shepherd Financial Partners
Massachusetts
$1.04M +$47.1K +173 +5%
BPB
914
Badgley, Phelps & Bell
Washington
$1.04M -$42.1K -154 -4%
MG
915
McCutchen Group
Washington
$1.04M – – –
NIM
916
Nicollet Investment Management
Minnesota
$1.03M -$150K -548 -13%
M
917
MOTCO
Texas
$1.03M +$176K +645 +21%
ACP
918
Aviance Capital Partners
Florida
$1.02M -$11.7K -43 -1%
CAM
919
Close Asset Management
United Kingdom
$1.02M – – –
ALIONA
920
Allianz Life Insurance of North America
Minnesota
$1.01M +$215K +787 +27%
FMC
921
First Merchants Corp
Indiana
$1.01M +$259K +950 +35%
PWM
922
Perigon Wealth Management
California
$1M -$191K -696 -16%
CFA
923
Cahill Financial Advisors
Minnesota
$1M +$207K +757 +26%
VR
924
Viridian RIA
Washington
$1M -$475K -1,737 -32%
PG
925
Patten Group
Tennessee
$1M +$185K +679 +23%
35 36
37
38 39