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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 %
FNB
926
Farmers National Bank
Kentucky
$456K +$207K +850 +83%
GC
927
Gibson Capital
Pennsylvania
$454K +$131K +540 +40%
LPIC
928
LeJeune Puetz Investment Counsel
Michigan
$451K – – –
SIAS
929
Shine Investment Advisory Services
Colorado
$449K – – –
VFA
930
Virtus Fund Advisers
Connecticut
$444K +$14.4K +59 +3%
AF
931
Allworth Financial
California
$442K -$34.1K -140 -7%
HCM
932
HM Capital Management
Missouri
$441K -$5.11K -21 -1%
APP
933
Avantax Planning Partners
Iowa
$439K +$17.8K +73 +4%
OSNBOA
934
Old Second National Bank of Aurora
Illinois
$438K -$24.3K -100 -5%
MLL
935
Moody Lynn & Lieberson
Massachusetts
$432K – – –
CM
936
Churchill Management
California
$432K +$432K +1,773 New
LDB
937
Lee, Danner & Bass
Tennessee
$429K -$4.87K -20 -1%
HCC
938
Hirtle Callaghan & Co
Pennsylvania
$429K – – –
CFA
939
Capstone Financial Advisors
Illinois
$425K – – –
OA
940
Outfitter Advisors
Virginia
$421K – – –
LCOV
941
London Company of Virginia
Virginia
$419K +$419K +1,723 New
FCFS
942
First Command Financial Services
Texas
$417K +$367K +1,505 +727%
FCB
943
First Command Bank
Texas
$417K +$367K +1,505 +727%
KP
944
Keel Point
Alabama
$416K +$243 +1 +0.1%
CA
945
Cambridge Advisors
Nebraska
$415K +$2.44K +10 +0.6%
AWE
946
Avidian Wealth Enterprises
Texas
$415K +$13.6K +56 +3%
MFW
947
Mosaic Family Wealth
Missouri
$414K -$105K -430 -20%
HDIM
948
Hanson & Doremus Investment Management
Vermont
$414K +$110K +450 +36%
NP
949
NorthRock Partners
Minnesota
$409K +$61.1K +251 +18%
AIA
950
Armor Investment Advisors
North Carolina
$404K +$7.06K +29 +2%
36 37
38
39 40