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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 %
HHGA
951
Halbert Hargrove Global Advisors
California
$825K -$189K -712 -19%
NGA
952
Naples Global Advisors
Florida
$823K +$5.84K +22 +0.7%
NFG
953
Nations Financial Group
Iowa
$816K -$14.9K -56 -2%
GIA
954
GHP Investment Advisors
Colorado
$815K +$28.1K +106 +4%
UFF
955
USA Financial Formulas
Michigan
$815K +$427K +1,609 +110%
LCM
956
Lucas Capital Management
New Jersey
$814K -$2.89K -11 -0.4%
PP
957
PagnatoKarp Partners
Virginia
$811K -$21.3M -80,441 -96%
Toronto Dominion Bank
958
Toronto Dominion Bank
Ontario, Canada
$809K – – –
SBH
959
Segall Bryant & Hamill
Illinois
$809K +$265 +1 +0%
CFB
960
Cullen/Frost Bankers
Texas
$808K -$87.3K -329 -10%
CBN
961
Cadence Bank NA
Texas
$808K -$25.2K -95 -3%
WBC
962
West Branch Capital
Massachusetts
$801K +$801K +3,019 New
RC
963
Rinet Company
Massachusetts
$798K +$265 +1 +0%
CCG
964
Cypress Capital Group
Florida
$798K +$375K +1,414 +89%
PG
965
Patten Group
Tennessee
$794K -$94.5K -356 -11%
MIFH
966
Migdal Insurance & Financial Holdings
Israel
$786K -$8.23K -31 -1%
PFA
967
Pathway Financial Advisors
Vermont
$784K – – –
BO
968
Bank OZK
Arkansas
$781K +$1.33K +5 +0.2%
TNBTD
969
Trustmark National Bank Trust Department
Mississippi
$778K -$186K -701 -19%
ALIONA
970
Allianz Life Insurance of North America
Minnesota
$776K +$776K +2,923 New
CFA
971
Cahill Financial Advisors
Minnesota
$774K +$29K +109 +4%
BAM
972
Belpointe Asset Management
Nevada
$771K -$358K -1,351 -32%
SPWA
973
SteelBridge Private Wealth Advisors
Florida
$771K +$190K +716 +33%
CA
974
Corrado Advisors
New Jersey
$770K +$3.45K +13 +0.5%
G
975
Gainplan
Michigan
$768K +$254K +957 +49%
37 38
39
40 41