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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 %
TF
926
Tompkins Financial
New York
$949K – – –
BRWA
927
B. Riley Wealth Advisors
Florida
$945K +$333K +1,255 +54%
PI
928
Parkside Investments
Illinois
$944K +$76.9K +290 +9%
EM
929
Excalibur Management
Massachusetts
$929K -$265K -1,000 -22%
CWM
930
Cabot Wealth Management
Massachusetts
$911K -$128K -482 -12%
SCM
931
Stellar Capital Management
Arizona
$907K -$146K -550 -14%
PCA
932
Personal Capital Advisors
California
$901K -$70.3K -265 -7%
PWAG
933
Polaris Wealth Advisory Group
California
$901K +$630K +2,373 +232%
MCIA
934
Mountain Capital Investment Advisors
Colorado
$899K +$354K +1,332 +65%
CP
935
Castleview Partners
Texas
$898K +$898K +3,385 New
PWW
936
Pettyjohn Wood & White
Virginia
$896K -$29.2K -110 -3%
LFG
937
LifePlan Financial Group
Ohio
$895K -$4.78M -18,027 -84%
PV
938
Private Vista
Illinois
$890K -$169K -637 -16%
SI
939
Stephens Inc
Arkansas
$880K -$14.6K -55 -2%
APP
940
Avantax Planning Partners
Iowa
$873K +$30K +113 +4%
GAM
941
Griffin Asset Management
New York
$865K +$23.4K +88 +3%
PAMG
942
Patton Albertson Miller Group
Tennessee
$862K -$1.92M -7,247 -69%
TCOT
943
Trust Company of Toledo
Ohio
$847K -$2.66K -10 -0.3%
IIM
944
Ipswich Investment Management
Massachusetts
$845K -$67.7K -255 -7%
FWM
945
Focused Wealth Management
New York
$839K -$29.2K -110 -3%
BB
946
Busey Bank
Illinois
$838K +$17.5K +66 +2%
M
947
MOTCO
Texas
$833K +$116K +437 +16%
BBNB
948
Baker Boyer National Bank
Washington
$831K +$12.2K +46 +1%
ACG
949
Allen Capital Group
Nebraska
$830K – – –
VCM
950
Virtue Capital Management
Tennessee
$829K -$14K -52 -2%
36 37
38
39 40