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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 %
AB
951
Atlas Brown
Kentucky
$835K +$206K +721 +33%
LCM
952
Lucas Capital Management
New Jersey
$835K +$495K +1,844 +146%
BB
953
Busey Bank
Illinois
$831K +$582K +2,165 +234%
BBNB
954
Baker Boyer National Bank
Washington
$830K – – –
FMC
955
First Merchants Corp
Indiana
$829K – – –
NGA
956
Naples Global Advisors
Florida
$828K – – –
BCM
957
Brookmont Capital Management
Texas
$828K +$80.2K +298 +11%
KM
958
Kalos Management
Georgia
$822K +$49.4K +184 +6%
SBH
959
Segall Bryant & Hamill
Illinois
$820K -$245K -912 -23%
Toronto Dominion Bank
960
Toronto Dominion Bank
Ontario, Canada
$820K – – –
RC
961
Rinet Company
Massachusetts
$808K – – –
BWAM
962
Boyd Watterson Asset Management
Ohio
$805K – – –
MIFH
963
Migdal Insurance & Financial Holdings
Israel
$804K -$446K -1,659 -36%
DBT
964
Dubuque Bank & Trust
Iowa
$804K -$5.37K -20 -0.7%
ISB
965
Iowa State Bank
Iowa
$801K – – –
CFD
966
Creative Financial Designs
Indiana
$799K +$98.4K +366 +14%
CCMG
967
Clark Capital Management Group
Pennsylvania
$798K +$352K +1,310 +79%
PHS
968
Pekin Hardy Strauss
Illinois
$797K – – –
GIA
969
GHP Investment Advisors
Colorado
$797K +$2.15K +8 +0.3%
PFA
970
Pathway Financial Advisors
Vermont
$795K +$795K +2,955 New
SCM
971
Southport Capital Management
Tennessee
$791K +$75K +279 +10%
IP
972
Intellectus Partners
California
$790K -$85.4K -318 -10%
BO
973
Bank OZK
Arkansas
$789K -$3.23K -12 -0.4%
LC
974
Lourd Capital
California
$787K +$165K +613 +26%
CNBT
975
Canandaigua National Bank & Trust
New York
$784K -$3.23K -12 -0.4%
37 38
39
40 41