IVV icon

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 %
FWSM
926
First Wilshire Securities Management
California
$997K +$13.7K +50 +1%
RFWA
927
RPg Family Wealth Advisory
Massachusetts
$995K +$690K +2,528 +227%
WT
928
Washington Trust
Rhode Island
$990K -$546 -2 -0.1%
KBFS
929
Kohmann Bosshard Financial Services
Ohio
$990K – – –
CT
930
CPF Texas
Texas
$989K -$1.69M -6,204 -63%
PPCM
931
Pillar Pacific Capital Management
California
$989K -$5.46K -20 -0.5%
EGA
932
E&G Advisors
Texas
$987K – – –
3AM
933
3D Asset Management
Connecticut
$981K -$103K -376 -9%
TF
934
Tompkins Financial
New York
$977K – – –
MHS
935
M Holdings Securities
Oregon
$976K -$7.37K -27 -0.7%
EM
936
Excalibur Management
Massachusetts
$969K +$13.6K +50 +1%
CCP
937
Clough Capital Partners
Massachusetts
$969K +$969K +3,550 New
WPA
938
West Paces Advisors
Georgia
$966K +$328K +1,200 +51%
HAM
939
Highstreet Asset Management
Ontario, Canada
$951K -$272K -997 -22%
LFG
940
LifePlan Financial Group
Ohio
$951K +$30.3K +111 +3%
SCM
941
Stellar Capital Management
Arizona
$950K +$17.5K +64 +2%
BI
942
Bredin Investment
Delaware
$942K +$733K +2,684 +351%
GIA
943
GHP Investment Advisors
Colorado
$940K +$101K +371 +12%
PWP
944
Private Wealth Partners
California
$933K +$933K +3,416 New
IWA
945
Intercontinental Wealth Advisors
Texas
$926K -$81.9K -300 -8%
PWW
946
Pettyjohn Wood & White
Virginia
$922K – – –
LNWWM
947
Laird Norton Wetherby Wealth Management
California
$922K +$506K +1,851 +121%
CIA
948
CCM Investment Advisers
South Carolina
$922K +$922K +3,379 New
CWM
949
Cabot Wealth Management
Massachusetts
$920K -$17.8K -65 -2%
EVM
950
Eaton Vance Management
Massachusetts
$917K -$4.64M -16,996 -84%
36 37
38
39 40