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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 %
CCT
926
Capital City Trust
Florida
$364K – – –
PWMAG
927
Pinnacle Wealth Management Advisory Group
New Jersey
$363K +$114K +480 +46%
CAM
928
Crestone Asset Management
Colorado
$359K – – –
BFS
929
Bradley Foster & Sargent
Connecticut
$350K -$5.93K -25 -2%
MBTD
930
Mechanics Bank - Trust Department
California
$350K +$19.7K +83 +6%
AF
931
Arrow Financial
New York
$349K -$41.5K -175 -11%
SWPG
932
Strategic Wealth Partners Group
Illinois
$344K -$23.8K -100 -6%
MMG
933
Monetary Management Group
Missouri
$344K – – –
SWM
934
Stockman Wealth Management
Montana
$340K +$340K +1,432 New
NP
935
NorthRock Partners
Minnesota
$338K -$18.7K -79 -5%
TCOO
936
Trust Company of Oklahoma
Oklahoma
$338K – – –
CIC
937
Cornercap Investment Counsel
Georgia
$335K – – –
IA
938
Independence Advisors
Pennsylvania
$332K +$5.69K +24 +2%
IC
939
InterOcean Capital
Illinois
$331K +$331K +1,393 New
CAL
940
Capital Advisors Ltd
Ohio
$327K – – –
BHBT
941
Burke & Herbert Bank & Trust
Virginia
$322K – – –
AIS
942
American Investment Services
Massachusetts
$320K – – –
GC
943
Gibson Capital
Pennsylvania
$316K – – –
BTW
944
Boston Trust Walden
Massachusetts
$313K -$762K -3,215 -71%
PAS
945
Partnervest Advisory Services
California
$313K -$10.2K -43 -3%
WDL
946
Well Done LLC
Michigan
$313K +$313K +1,318 New
PWM
947
Patriot Wealth Management
Texas
$312K +$312K +1,317 New
IFAM
948
Institutional & Family Asset Management
Colorado
$303K -$69.7K -294 -19%
GHAM
949
Gilman Hill Asset Management
Connecticut
$297K -$1.2M -5,060 -80%
HDIM
950
Hanson & Doremus Investment Management
Vermont
$296K – – –
36 37
38
39 40