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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
926
Mosaic Family Wealth
Missouri
$945K +$729K +2,713 +338%
PWW
927
Pettyjohn Wood & White
Virginia
$937K +$23.1K +86 +3%
FEG
928
Financial Enhancement Group
Indiana
$929K +$157K +584 +20%
IIM
929
Ipswich Investment Management
Massachusetts
$925K -$75.3K -280 -8%
FIM
930
Frontier Investment Management
Texas
$923K -$318K -1,183 -26%
SFP
931
Shepherd Financial Partners
Massachusetts
$922K +$51.9K +193 +6%
CFB
932
Cullen/Frost Bankers
Texas
$907K +$310K +1,154 +52%
SI
933
Stephens Inc
Arkansas
$906K -$47K -175 -5%
PG
934
Patten Group
Tennessee
$900K – – –
RFS
935
Rockefeller Financial Services
New York
$899K +$625K +2,323 +228%
MHS
936
M Holdings Securities
Oregon
$897K +$64.8K +241 +8%
PPCM
937
Pillar Pacific Capital Management
California
$890K -$15.3K -57 -2%
BA
938
Ballew Advisors
Mississippi
$887K +$887K +3,301 New
FWM
939
Focused Wealth Management
New York
$880K -$264K -981 -23%
PI
940
Parkside Investments
Illinois
$879K +$373K +1,385 +74%
HFM
941
Harvest Fund Management
China
$862K +$862K +3,205 New
TCOT
942
Trust Company of Toledo
Ohio
$860K -$806 -3 -0.1%
APP
943
Avantax Planning Partners
Iowa
$854K -$538 -2 -0.1%
GAM
944
Griffin Asset Management
New York
$853K +$11K +41 +1%
Citadel Advisors
945
Citadel Advisors
Florida
$849K +$849K +3,159 New
OI
946
Oakbrook Investments
Illinois
$847K +$847K +3,150 New
CBN
947
Cadence Bank NA
Texas
$844K -$33.3K -124 -4%
VCM
948
Virtue Capital Management
Tennessee
$844K +$844K +3,140 New
NFG
949
Nations Financial Group
Iowa
$842K +$18K +67 +2%
ACG
950
Allen Capital Group
Nebraska
$840K +$840K +3,126 New
36 37
38
39 40